Visual Builder

The visual builder is a no-code tool that is designed to help non-technical users create user segments easily

Create a new segment

To create a segment using the visual builder, follow these steps:

Select the type of segment you want to create - A user segment to build a list, an event segment for all transactional use cases, or a custom segment (company, product, etc.).
Select a Source Entity - Select the entity you want to use as the basis for your user segment. This could be any entity from your connected data sources, such as Customers, Orders, Products, or any other relevant entity.
Preview available data - Before defining conditions, inspect the fields and values available in the source entity and its related models. This helps you choose the right model and fields for your segment.
Filter Data Based on Properties - After selecting the source entity, you can filter the data based on the properties of that entity. For instance, you can filter customers based on their location, age, or any other relevant property. Icons next to each field name in the Segment Builder indicate their data type, making it easier to understand which rules apply to each field at a glance. You can add as many filters as you want, and combine them using the AND/OR operators.

You can also filter data based on related entities, such as Orders or Order Lines. For instance, you can select all customers who made at least 2 orders in the last year. You can also filter data based on entities related to related entities, such as selecting all customers who made an order in which there is an order line corresponding to a given product. &#xNAN;In the example below, we take all those over 20 years of age, who have already had a discount total greater than 80% of customers, and who prefer to be contacted by SMS.

Click Filter using a related model and select the related model you want to filter.

Related model picker in the Segment Builder

Configured related model filter in the Segment Builder

Filter Data Based on Existing Segments

Finally, you can filter data based on existing user segments from the same parent model. For instance, you can exclude all users from a specific segment, or include only users from a specific segment.

Existing segment filter in the Segment Builder

Master exclusion lists

After a model has been created, a user with access to the model can configure a master exclusion list from the model's Segments tab. When this is configured, the Segment Builder adds it as an Exclude All condition. The condition is managed at the model level, so it cannot be removed from an individual segment.

To add, change, or remove a master exclusion list, open the parent model and update its configuration. See Master exclusion list for the full workflow and its impact on existing segments.

Limit segment size

To reduce or control the size of your segment:

Turn on Limit this segment size
Specify the maximum segment size
Choose Top or Bottom and select a meaningful column to sort by, such as:
- Numeric (e.g. revenues)
- Date (e.g. last_purchase_date)
- String (e.g. country)
Specify how null values should be handled: ignore them or place them first/last.

💡 The Top and Bottom operators allow you to rank values per customer and select a subset based on that ranking. Top sorts values in descending order and returns the first X entries, while Bottom also sorts in descending order but returns the last X entries.

This same Top/Bottom logic can be applied both in the Segment Builder and in Calculated Fields to focus on the most or least significant records per customer.

Configure your Segment

Once your segment is ready, click on Preview and Continue to access the configuration page. Enter a name and description, then add tags to help organize and find the segment across your workspace.

For the general concept and examples, see Tags.