Segments

Segments group profiles dynamically based on filter criteria. As profiles change, they're automatically added or removed from segments based on whether they match the criteria. Use segments to organize your brand community, track different groups, and control who can access specific activities and rewards.

Navigate to Profiles → Segments⁠ to manage your segments. The page lists every segment with its number of Profiles, its % of profiles, and its Last activity. Click a segment to see its profiles.

Cevoid provides four predefined segments that correspond to the main modules:

Standard segments cannot be edited or deleted.

Create your own segments to group profiles based on any combination of filter criteria. Custom segments use the same filters as the profiles overview, such as labels, tier, reviews, and profile properties. See Search and filter.

From the Segments page:

1. Navigate to Profiles → Segments⁠
2. Click Create segment. New Segment opens.
3. Enter a name for your segment in Name, at least 3 characters
4. Optional: Click the icon next to Name to add an emoji
5. Click Filter under Filters
6. Select your filter criteria
7. Click Create

From the profiles overview:

1. Navigate to Profiles⁠
2. Click Filter
3. Select your filter criteria
4. Click Save as segment. Save as segment opens.
5. Enter a name for your segment, and optionally add an emoji
6. Click Save. The segment's tab opens.

1. Navigate to Profiles → Segments⁠
2. Click ... on the segment's row
3. Select Edit segment. Edit Segment opens.
4. Change the name, emoji, or filters
5. Click Save

The same menu opens when you click an open custom segment's tab in the profiles overview. When you add filters on that tab, Save adds them to the segment's filters. Duplicate segment in the menu creates a copy whose name ends in (copy).

1. Navigate to Profiles → Segments⁠
2. Click ... on the segment's row
3. Select Delete segment
4. Click Delete to confirm

Segments appear as tabs above the profiles table. Click a segment tab to view only the profiles that match its criteria.

Make an activity or redeemable reward exclusive to specific segments by setting who can participate to Selected segments. Only signed-in members in at least one of the selected segments can see and access the activity or reward.

Learn more in Who can participate and Redeemable rewards.

A flow's Filter and If / else steps can check whether the profile is in a segment, with the Segment condition. See Conditions.

When you sync existing profiles to Klaviyo or Shopify with Sync profiles, you can limit the sync to the profiles in the standard segments you select.

Learn more in Profile data and event sharing.