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User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
    • Timezones
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On this page
  • Managing Segments from the Segment view perspective
  • Activating / Deactivating Segments
  • Editing Segment
  • Exporting members list
  • Removing a Segment
  • Members assigned to a Segment

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  1. Main Features
  2. Members
  3. Segments

Managing Segments

In this section you will get familiar with editing segments, activating or deactivating, and removing or downloading segment member list.

Last updated 8 months ago

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Managing Segments from the Segment view perspective

As an Administrator, you can perform certain actions on the Segments. The actions you can take:

To perform these actions:

  1. Select the Segment

  2. Click the context menu

  3. Choose from the list.


Activating / Deactivating Segments

You can activate or deactivate each Segment.

When the Segment is currently inactive, it appears in the Segments list as grayed out.

To activate/deactivate a Segment:

  1. Select the Segment

  2. Click the context menu

  3. Click Activate Segment or Deactivate Segment

  4. Click YES


Editing Segment

You can edit existing Segments by simply clicking Edit. After making updates, remember to click SAVE CHANGES.

Segments will contain information about the time of computation. The field will be returned when computation took place and will not be returned when there was no computation.

Segments will recalculate every 10 minutes or after editing.


Exporting members list

Besides viewing the list of Members added to the Segment, you can also export it. The file will be downloaded in CSV format.

To export the list:

  1. Select the Segment

  2. Click the context menu

  3. Click Export Members list

  4. Press EXPORT in the pop-up window


Removing a Segment

If you don't need and will never use a Segment again, you can remove it.

To remove a Segment:

  1. Select the Segment

  2. Click the context menu

  3. Click Remove Segment

  4. Click YES


Members assigned to a Segment

You can see and verify which Members are assigned to the Segment.

To see the list, click the segment row.

Remove Segment
Activate/deactivate Segment
Edit Segment
Export member list