Customer segments

Learn how to organize customers into static, passive, or active segments

Customer segments group your audience based on shared attributes, behavior, or custom metadata. These groups are used to build validation rules, loyalty earning rules and trigger incentive distribution.

To manage segments, navigate to Engagement > Segments in your dashboard.

Segment types

Voucherify uses three distinct segment types.

Static segment

A fixed list of up to 20,000 customers that does not update automatically.

• Best for: One-time marketing lists or manually curated groups.
• Constraint: Membership never changes after creation.

Passive segment

A filter-based group that updates in real time and is not used in campagins.

• Definition: Membership updates automatically as criteria are met, but the segment does not trigger any “entered” or “left” events.
• Best for: Validation rules, where the system only needs to check if a customer is currently eligible.
• Scale: No fixed member limit (filter-based).

By default, a newly created filter-based segment is passive.

Automatic activation

If a passive segment is used in:

• loyalty earning rules
• distributions
• referral tiers

Voucherify automatically converts it into an active segment.

Once activated:

• The segment begins triggering join and leave events.
• The segment becomes read-only and can no longer be edited.

Active segment

A filter-based group designed for real-time automation and lifecycle tracking.

• Definition: Membership updates automatically and triggers events when customers enter or leave the segment.
• Events: Triggers customer.entered.segment and customer.left.segment.
• Best for: Automated distributions, loyalty earning rules, and referral tiers.

Editing segments

• Static segments cannot be edited after creation.

• Passive segments can be edited after creation.

  • You can add, remove, or modify filters.
  • You can rename the segment.
  • Each passive segment must contain at least one filter.
  • Edits can be made from the segment list or the segment details view using the three-dots menu.

• Active segments cannot be edited after creation.

  • This restriction ensures consistency for event-driven workflows.

Create a static segment

Use this segment type to manually group specific customers.

1. Navigate to Segments

   Go to Engagement > Segments and click Create segment.

2. Select customers

   Mark the customer’s checkboxes. You can search for specific customers or use filters to to narrow down the results.

3. Save

   Select the desired customers and click Save as segment > Static segment.

Create a passive or active segment

1. Navigate to Segments

   Go to Engagement > Segments and click Create segment.

2. Define filters

   Add one or more filters using profile attributes, events, or metadata.

3. Save

   Save the segment. It will be created as a passive segment.

Filter categories

You can build segments using multiple attributes:

• Profile attributes: Standard fields such as email, city, or source.
• Activity & events: Behavioral data like total order count, last purchase date, or custom API events.
• Customer metadata: Custom attributes defined in your customer metadata schema.

Bulk input: When using the “in” condition, click Bulk input to paste up to 200 values at once, separated by commas, semicolons, or new lines.

Manage and use segments

Management actions

From the Segments tab, you can:

• Audit: Review filters, evaluation logic, and the current member count.
• Export: Download a CSV file with all segment members.
• Delete: Remove segments that are no longer needed.

Usage in campaigns

• Validation rules: Define incentive eligiblity based on segment.
• Distributions: Trigger automated workflows that send incentives when customers enter or leave an active segment.
• Earning rules: Each earning rule defines an action that assigns a particular number of points to a customer’s account, in this case, customer entered segment event.