Segments
Saved audiences defined by what people actually did, ready to use in broadcasts, coupon rules and exports.
A segment is a saved question about your contacts. "Members who haven't opened an email in 60 days." "Buyers of the new EP in the last 30 days." "Everyone who downloaded the lead magnet and never bought anything." Build it once, reuse it wherever you aim at an audience, and TribeNest keeps the membership fresh for you.
Where to find segments
Open Operations then Contacts, then choose Segments from the three-dot menu in the top right.
The list shows each segment's Name and description, its current Members count (or not yet evaluated for a brand-new one), when it was Last evaluated, and buttons to view, edit or delete it.
Building a segment
- Click New segment.
- Give it a Segment name, such as "Lapsed members", and an optional description.
- Set the match logic: Match all of the following (every rule must match) or Match any.
- Under Add a rule, click the rule you want. It drops into the list above.
- Configure it. As you build, the Live preview on the right shows how many contacts match and lists the first of them. It re-runs about half a second after you stop typing.
- Click Save segment.
Each rule sits on its own row with a label, its controls beside it, and a trash icon to remove it.
Available rules
Segments can match on a wide range of behaviour:
Membership and money
- Membership status - active, cancelled or any
- Membership tier - is any of, or is none of
- Order count - compare against a number, over a window or lifetime
- Amount spent - compare against a number, over a window or lifetime
- Purchased product - any of, or none of, with an optional window
- Days since last purchase - within, or at least, a number of days
- Donated - donated to, or did not donate to, any donation or a specific one
Email and messaging
- Opened email - any or none in the last 7 to 90 days, optionally a specific email
- Clicked email link - the same, plus an optional Link URL contains filter
- Email engagement count - opened or clicked at least so many distinct emails in a window
- Subscribed to email list - subscribed, or ever signed up, to one or more lists
- Can receive SMS - can be messaged, or cannot
- Can receive WhatsApp - can be messaged, or cannot
Courses, coaching and events
- Has course access - any course or specific ones
- Coaching booking - booked, or did not book, with an optional window
- Attended event - attended, or did not attend, with an optional window
Forms, magnets and social
- Submitted form - submitted, or did not submit, specific forms
- Downloaded lead magnet - one or more magnets, with an optional window
- Social interaction - any or none, on Instagram, Twitter, or any platform
Automation attribution
- Clicked automation link - clicked, or did not click, a link an automation sent
- Bought via automation - bought, or did not buy, after an automation
- Acquired via automation - the automation that first brought them in
Who they are
- Tag - has any of, or does not have
- First source - is, or is not
- Has account - has signed up, or no account yet
- Custom property - equals, does not equal, exists, or does not exist
- Engagement score - compare against a number from 0 to 100
- Lifecycle stage - any of active, engaged, prospect, lapsed, dormant
- Last seen - within the last, or earlier than, a number of days
- Located in country and Located in city - comma-separated lists
Each rule shows only the controls it needs, so a rule with no time window never asks you for one.
Attribution rules answer 'did that work?'
The three automation rules are the ones people miss. Bought via automation is how you build an audience of people who actually bought because of a flow you ran, rather than everyone the flow happened to touch.
Live preview
While you edit, the Live preview rail on the right shows a running count of matching contacts and the first of them by name. Before you add a rule, it prompts you to add one.
The preview is exact. It queries your real contacts, and the number you see is the number a broadcast will target.
Viewing a segment
Click a segment name to open it.
- Definition shows the match mode, the rules it is made of, and when it was last evaluated.
- Members lists the contacts currently in it, each clickable through to their profile.
- Edit and Export CSV sit in the top right.
Exporting to CSV
Click Export CSV on a segment's page to download everyone in it as a spreadsheet, with columns for email, first name, last name and phone.
That is the column layout the big ad platforms and email tools expect for a customer list, so the file is ready to upload as a custom audience without you rearranging anything.
If the segment is very large the export may be capped. The message tells you how many rows came out and suggests tightening the rules.
Editing and deleting
- Edit reopens the segment in the same builder with its rules filled in.
- Delete removes it. Broadcasts and contact filters that pointed at it will need updating, and the confirmation says so.
Using segments
Segments are not just lists, they are how you aim the rest of TribeNest:
- Email broadcasts can go to a segment instead of a static list, so the membership stays current on its own.
- Coupons can require a Required contact segment, so a code only works for the people you meant it for.
- The contacts list has a segment dropdown that scopes the table to one segment.
- Mira can propose new segments from patterns she finds, for you to approve.