> For the complete documentation index, see [llms.txt](https://help.openloyalty.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.openloyalty.io/main-features/members/segments/creating-segments.md).

# Creating Segments

Segments let you group members for targeting, reporting, and automation. You can create a **dynamic segment** that updates automatically, or a **static segment** based on an imported CSV file.

## Step-by-step instructions

Follow these steps to create a new segment in your Open Loyalty environment:

{% stepper %}
{% step %}
**Open the Segments section**

In the left-hand navigation, go to **Members** and click **Segments**.
{% endstep %}

{% step %}
**Add a new segment**

Click **Add segment** in the top-right corner.

![](/files/XvNN1TeShZ9OR7EvAibL)
{% endstep %}

{% step %}
**Choose the segment type**

Select one of the available options:

* **Dynamic segment** — updates automatically when members meet the selected conditions.
* **Static segment** — uses a fixed member list imported from a CSV file.
  {% endstep %}

{% step %}
**Fill in the segment details**

Enter the required basic information for the segment.

Then click **Add condition** to define who should belong to it.
{% endstep %}

{% step %}
**Set the condition logic**

Choose how multiple conditions should work together:

* **AND** — a member must meet all conditions.
* **OR** — a member must meet at least one condition.

{% hint style="info" %}
Use **AND** when the segment should stay narrow. Use **OR** when it should stay broad.
{% endhint %}

![](/files/LdaAUiV97cDiFY40sims)

![](/files/Phyr9eOGZ8WLzKRiojl7)
{% endstep %}

{% step %}
**Activate the segment**

Switch the segment status to **Active**.
{% endstep %}

{% step %}
**Save the segment**

Click **Add segment** to finish.
{% endstep %}
{% endstepper %}

### Import a custom member list into a static segment

Use a static segment when you want to upload a fixed list of members from a CSV file.

{% stepper %}
{% step %}
**Create a static segment**

Start by creating a new segment and selecting **Static segment** as the type.
{% endstep %}

{% step %}
**Start the CSV import**

Open the static segment and click **Import .CSV**.

The import supports up to **500,000 customers**.

![](/files/wBsDfHe1iiLat2FanpAU)
{% endstep %}

{% step %}
**Select the identification factor**

Choose the value that will identify members in the file.

This must match the data included in your CSV.

![](/files/bOxlWbW1GwRUXXwtWm4G)
{% endstep %}

{% step %}
**Upload the file**

Import the CSV file using the identification factor selected in the previous step.
{% endstep %}

{% step %}
**Check the import status**

Track the upload under **Admin Panel** → **Imports/Exports**.

The segment usually updates in about **10 minutes**.
{% endstep %}
{% endstepper %}

## Final tips

{% hint style="warning" %}
Uploading a new CSV replaces the current list in the static segment. Include existing members again if you want to keep them.
{% endhint %}

{% hint style="warning" %}
Activate the segment before uploading the CSV file.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.openloyalty.io/main-features/members/segments/creating-segments.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.