Segments

A segment is a saved query over your contacts. "Members who haven't opened an email in 60 days." "Buyers of the new EP from the last 30 days." "Subscribers who downloaded the lead magnet but never bought anything." Build it once, reuse it in emails and automations, and TribeNest keeps the membership fresh in the background.

Where to find segments

Open Operations -> Contacts -> More -> Segments (the More menu lives in the top right of the contacts page).

The list shows each segment's name, current member count, last evaluated time, and quick actions to view, edit, or delete.

Building a segment

1. Click New segment.
2. Give the segment a name (e.g. "Lapsed members") and an optional description.
3. Pick the match logic: Match all (every rule must match) or Match any (any rule matches).
4. Click an Add a rule button at the bottom of the canvas to drop in your first rule.
5. Configure the rule. As you build, the Live preview rail on the right shows the matching contact count and a sample list of names -- it re-runs about half a second after you stop typing.
6. Click Save segment.

Available rules

Segments can match on a wide range of behavior. Pick from:

• Membership status -- active, cancelled, or any
• Membership tier -- one or more tiers, "is any of" or "is none of"
• Tag -- has any of, or does not have, the listed tags
• First source -- which module the contact first came in through
• Order count -- compare against a number, optionally within a window (last 7, 30, 90, 365 days, or lifetime)
• Purchased product -- one or more storefront products, optional time window
• Opened email / Clicked email link -- any or none in the last 7 to 90 days, optionally a specific email; for clicks, optionally a URL substring
• Has course access -- any course or specific ones
• Coaching booking -- booked or did not book a specific coaching product, optional time window
• Attended event -- attended or did not attend specific events, optional time window
• Submitted form -- submitted or did not submit specific forms
• Social interaction -- on Instagram, Twitter, or any platform
• Located in country / Located in city -- comma-separated lists
• Amount spent -- compare a number, optional window
• Last seen -- within the last X days or earlier than X days ago
• Clicked automation link / Bought via automation / Acquired via automation -- attribution to specific automations
• Downloaded lead magnet -- one or more lead magnets, optional window
• Subscribed to email list -- one or more lists, "subscribed" or "ever signed up"
• Email engagement count -- opened or clicked at least N distinct emails in a window
• Days since last purchase -- within or at least X days
• Has account -- has signed up vs. no account yet
• Custom property -- equals, does not equal, exists, does not exist, against any property key
• Engagement score -- compare against a number from 0 to 100
• Lifecycle stage -- any of active, engaged, prospect, lapsed, dormant

Each rule has its own controls -- operators (is / is not, ≥ / ≤, any / none, has / does not have), entity pickers, time windows -- that show up only when relevant.

Live preview

While you're editing rules, the right-hand Live preview shows:

• A big number with the total count of matching contacts
• A short list of the first matching contacts (names or emails)

If you have no rules yet, the preview prompts you to add one. The preview re-runs automatically about half a second after each change.

Viewing a segment

Click any segment name to open its detail page. You'll see:

• Definition -- match mode, the list of rules, and last evaluated timestamp
• Members -- the first 50 contacts in the segment, with a link into each one
• Edit and Export CSV buttons in the top right

Exporting to CSV

On the segment detail page click Export CSV to download every matching contact as a CSV file. If the segment is very large the export may be truncated -- the toast will tell you how many rows were exported and suggest tightening the rules.

The CSV is downloaded directly to your computer.

Editing and deleting

• Edit opens the segment in the same builder, prefilled with the current rules. Adjust and save.
• Delete removes the segment. Email broadcasts and contact filters that reference it will need to be updated -- the confirmation dialog reminds you.

Using segments

Segments aren't just lists -- they're how you target the rest of TribeNest:

• Email broadcasts can be sent to a segment instead of a static list. Membership stays current automatically.
• Automations can use Segment entered and Segment exited as triggers. When a contact's behavior changes and they newly match (or stop matching) a segment, an automation can fire.
• The contacts list has a segment dropdown that scopes the table to one segment.
• Mira can propose new segments based on patterns she finds and apply them with your approval.