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Creating Segments

Learn how to create dynamic or static segments and import a custom member list into a static segment.

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:

1

Open the Segments section

In the left-hand navigation, go to Members and click Segments.

2

Add a new segment

Click Add segment in the top-right corner.

3

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.

4

Fill in the segment details

Enter the required basic information for the segment.

Then click Add condition to define who should belong to it.

5

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.

Use AND when the segment should stay narrow. Use OR when it should stay broad.

6

Activate the segment

Switch the segment status to Active.

7

Save the segment

Click Add segment to finish.

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.

1

Create a static segment

Start by creating a new segment and selecting Static segment as the type.

2

Start the CSV import

Open the static segment and click Import .CSV.

The import supports up to 500,000 customers.

3

Select the identification factor

Choose the value that will identify members in the file.

This must match the data included in your CSV.

4

Upload the file

Import the CSV file using the identification factor selected in the previous step.

5

Check the import status

Track the upload under Admin Panel → Imports/Exports.

The segment usually updates in about 10 minutes.

Final tips

Uploading a new CSV replaces the current list in the static segment. Include existing members again if you want to keep them.

Activate the segment before uploading the CSV file.

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