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Segments Overview

Segments let you group subscribers based on their attributes and behavior. Use segments to send targeted notifications to specific audiences.

Why Use Segments?

Instead of sending to everyone, segments let you:

  • Target specific user groups
  • Increase relevance and engagement
  • Reduce unsubscribes
  • Personalize messaging

Example segments:

  • "Mobile users in the US"
  • "Users who clicked in the last 7 days"
  • "Premium plan subscribers"

Accessing Segments

  1. Navigate to your app
  2. Click Segments in the app menu

Segment List

View all your segments as cards showing:

  • Segment name
  • Description (if provided)
  • Number of matching subscribers
  • Last calculated timestamp

The Segments dashboard showing existing audience segments

Actions

ActionDescription
CreateAdd a new segment
EditModify segment rules
RecalculateUpdate subscriber count
DeleteRemove the segment

Creating a Segment

1. Basic Information

FieldDescriptionRequired
NameDescriptive segment nameYes
DescriptionExplanation of the segment (max 1000 characters)No

2. Match Type

Choose how rules are combined:

TypeLogicDescription
AllANDSubscriber must match ALL rules
AnyORSubscriber must match ANY rule

Defining the segment name and match logic in OCM Pulse

Example with "All":

  • Rule 1: Country = US
  • Rule 2: Device = Mobile
  • Result: Only US mobile users

Example with "Any":

  • Rule 1: Country = US
  • Rule 2: Country = UK
  • Result: US OR UK users

3. Rules

Add one or more rules to define your segment. Each rule consists of:

ComponentDescription
FieldWhat attribute to check
OperatorHow to compare
ValueWhat to compare against

Constructing targeting rules in the OCM Pulse Segment builder

Available Fields

Device & Browser

FieldDescriptionExample Operators
Device TypeDesktop, Mobile, or Tabletequals, not equals
BrowserBrowser name (Chrome, Firefox, Safari, Edge, Opera)equals, in, not in

Location

FieldDescriptionExample Operators
CountryTwo-letter country codeequals, in, not in

Engagement

FieldDescriptionExample Operators
Last SeenMost recent activity (uses relative dates like "-7 days", "-1 month", "now" with the "between" operator)greater than, less than, between
Notifications SentTotal receivedgreater than, less than
Click RateEngagement percentagegreater than, less than

Custom Tags

FieldDescriptionExample Operators
TagCustom tag valuehas, has not, has value

Operators

Comparison Operators

OperatorSymbolDescription
Equals=Exact match
Not EqualsDoes not match
Greater Than>Value is more than
Less Than<Value is less than
Greater or EqualValue is at least
Less or EqualValue is at most
BetweenValue is within range

Collection Operators

OperatorDescription
InValue is one of the listed options
Not InValue is not in the list
ContainsText contains substring

Tag Operators

OperatorDescription
HasTag key exists
Has NotTag key doesn't exist
Has ValueTag has specific value

Live Preview

As you build your segment:

  1. Rules are validated in real-time
  2. Matching subscriber count updates
  3. Preview shows estimated audience size

Real-time audience size preview in the OCM Pulse segment builder

This helps you refine rules before saving.

Example Segments

Engaged Mobile Users

Match: All
Rules:
- Device Type equals Mobile
- Click Rate greater than 3%

International Audience

Match: Any
Rules:
- Country equals UK
- Country equals DE
- Country equals FR

Premium Subscribers

Match: All
Rules:
- Tag "plan" has value "premium"

Subscribers with a Known Lotame / OID Identifier

Match: Any
Rules:
- Tag "lotame_id" has
- Tag "oid_cookie" has

If your app has the Lotame and/or Reaper integrations enabled, these tags are written automatically to subscriptions by the SDK. See External Identifiers on Subscriptions.

Dormant Users

Match: All
Rules:
- Last Seen less than 30 days ago
- Notifications Sent greater than 5
- Click Rate less than 1%

New Desktop Users

Match: All
Rules:
- Device Type equals Desktop
- Notifications Sent less than 3

Using Segments

In Manual Triggers

When creating a notification, select a segment to target only matching subscribers.

In RSS Triggers

Configure RSS triggers to automatically send to a segment.

In A/B Tests

Run tests against specific segments for focused optimization.

Managing Segments

Editing a Segment

  1. Click the segment card
  2. Modify name, description, or rules
  3. Save changes
  4. Audience count recalculates automatically

Recalculating Counts

Segment counts are cached for performance. To get the current count:

  1. Click Recalculate on the segment card
  2. Wait for the count to update

Deleting a Segment

  1. Click the delete button on the segment card
  2. Confirm deletion
warning

Deleting a segment doesn't affect:

  • Existing deliveries that used this segment
  • Triggers that reference this segment (they'll target all subscribers instead)

Best Practices

Keep Segments Focused

  • One clear purpose per segment
  • Avoid overly complex rules
  • Document with descriptions

Name Clearly

Good: "US Mobile Users - High Engagement" Bad: "Segment 1"

Test Before Using

  • Check the audience count
  • Send test notifications to yourself first
  • Monitor performance

Review Regularly

  • Audience sizes change over time
  • Remove unused segments
  • Update rules as needed

Combine with Categories

Use segments with delivery categories for powerful targeting:

  • Segment: "Sports fans"
  • Category: "Breaking news"

Segment Limits

LimitValue
Rules per segmentMaximum 10
Segments per appUnlimited

Next Steps