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MarketingSegmentsCreate your first segment

Create your first segment

This tutorial creates a reusable audience for:

Active members at the Demo club who have email consent.

It teaches the safest starting pattern: where, who, and permission.

Open Segments

In the Admin app, open Marketing, then Segments. Select New Segment.

The empty Create New Segment sheet with one default Active member condition
  1. 1Give the segment a clear, reusable name.
  2. 2Keep Match ALL for required boundaries.
  3. 3Add one condition at a time.
  4. 4Watch the estimate after each change.
The builder starts with Member Status equals Active. Captured from Admin commit 87529c7e.

Name the segment

Use:

Club | Audience | Channel/Purpose

For this tutorial, enter:

Demo | Active members | Email newsletter

Add a short description if it would help another marketer understand the business purpose. Descriptions are recommended, not required.

Keep Match ALL

ALL means a person must match every condition. This is the right choice when each condition is a required safety boundary.

Add the club condition

Choose:

  • Club Code
  • equals
  • your Demo club code

Stop and check: without a club condition, this segment can match people across every club.

Opens a new unsaved segment, adds Club Code equals demo, and waits for the estimated audience to update to 1,522 synthetic Demo Gym members. No segment is saved.

Adds the Demo club boundary and confirms that the estimated audience updates before continuing.

Confirm active membership

Add:

  • Member Status
  • equals
  • Active
An unsaved segment named Demo Gym Active Members Email with Match ALL, Active member status, club code demo, and an estimated audience of 1,522 members
  1. 1Follow the standard naming pattern.
  2. 2ALL keeps both current conditions required.
  3. 3Require an active membership.
  4. 4Limit the audience to the Demo club.
  5. 5Check whether the intermediate count is reasonable.
A safe intermediate check before adding Email Consent. Counts are from synthetic Demo Gym data and will change as demo data refreshes.

Confirm email permission

Add:

  • Email Consent
  • equals
  • Yes

The finished rule should read:

Club Code equals Demo AND Member Status equals Active AND Email Consent equals Yes.

Check the estimated audience

Read the count below the conditions. Ask whether the number is reasonable for the Demo club.

A surprisingly large or zero count is a reason to review the filters. Do not save and use a segment until its count makes sense.

Save and verify

Select Create Segment. Find the segment in the list and verify:

  • Status is Active;
  • Size has a value;
  • Count updated shows when the rules were calculated.

What happens later

The displayed size is an estimate, not a send guarantee. FitStack runs the segment again when a broadcast sends and then checks contact details, permission, message-frequency rules, and delivery timing. Learn more in Understand audience counts.

Next step

Use the Filter guide before creating a more complex audience.

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