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Segments

Segments

Define static, dynamic, and predictive audiences and use them across campaigns, widgets, and recommendations.

Audience: Lifecycle, CRM, and personalization teams managing audience targeting logic.

Critical: Static member management endpoints are available only for static segments; dynamic and predictive segments are computed from rules.

Who This Page Is For

Use this page when you need to create and evaluate target audiences, estimate size impact, and maintain static segment member lists.

Quick Start (2-5 Minutes)

1

Create segment

Create static, dynamic, or predictive segment at site level.

POST /api/v1/segments
2

Reuse template

Bootstrap from predefined segment templates.

GET /api/v1/segments/templates
POST /api/v1/segments/templates/:templateId
3

Estimate audience size

Compute expected size before activation.

POST /api/v1/segments/:id/compute-size
POST /api/v1/segments/preview-size
4

Evaluate targeting logic

Run evaluation on one or multiple segments.

POST /api/v1/segments/:id/evaluate
POST /api/v1/public/segments/evaluate
5

Manage static members

Add/remove/list static segment members in bulk or individually.

GET /api/v1/segments/:id/members
POST /api/v1/segments/:id/members
POST /api/v1/segments/:id/members/bulk
DELETE /api/v1/segments/:id/members/:visitorId

Segment endpoints

POST   /api/v1/segments
GET    /api/v1/segments
GET    /api/v1/segments/templates
POST   /api/v1/segments/templates/:templateId
GET    /api/v1/segments/:id
PATCH  /api/v1/segments/:id
DELETE /api/v1/segments/:id
POST   /api/v1/segments/:id/evaluate
POST   /api/v1/segments/:id/compute-size
POST   /api/v1/segments/preview-size
POST   /api/v1/public/segments/evaluate
GET    /api/v1/segments/:id/members
POST   /api/v1/segments/:id/members
POST   /api/v1/segments/:id/members/bulk
DELETE /api/v1/segments/:id/members/:visitorId
POST   /api/v1/public/segments/evaluate

Required Fields / Minimum Payload

FieldRequiredTypeUsed by eventsDescription
siteIdRequireduuidCreate segmentSite-level ownership and access boundary.
nameRequiredstringCreate/update segmentAudience label used in targeting selectors.
typeOptionalstatic | dynamic | predictiveCreate/update segmentControls evaluation mode and member maintenance pattern.
rulesOptionalobjectDynamic/predictive segmentsRule definition for computed segment membership.
visitorIdConditionalstringStatic member add/removeRequired for individual static member operations.

Event or Endpoint Decision Matrix

ScenarioUse ThisWhy
Need curated manual audiencetype=static + member endpointsFull manual control of segment membership.
Need behavior-driven audiencetype=dynamic + rules + evaluate endpointsAutomatically computed from events/traits.
Need ML-style audience scoringtype=predictive + predictive thresholds setupTies to predictive score buckets for targeting.
Need impact estimate before launchcompute-size or preview-size endpointsAvoids activating segments with near-zero reach.
Need storefront-side evaluationPOST /api/v1/public/segments/evaluatePublic runtime eligibility checks without admin auth.

Common Errors and Fixes

Cannot add member to segment

Cause: Segment type is dynamic/predictive, not static.

Fix: Use static segments for manual member operations.

Size estimate differs from expected

Cause: Rules include narrow conditions or stale assumptions about recent traffic.

Fix: Review rule logic and validate with evaluate endpoint output.

Permission denied on member listing

Cause: Role lacks segment member view permission.

Fix: Grant segment member permission to operator role.

Public evaluation returns no matches

Cause: Segment not active or runtime context missing required traits/events.

Fix: Check segment status and ensure runtime event/trait data completeness.

Production Checklist

  • Segment taxonomy (static/dynamic/predictive) is documented for stakeholders.Required
  • Every active segment has clear business owner and purpose.Required
  • Size estimation is performed before segment is used in live targeting.Required
  • Static member operations are restricted to static segment types only.Required
  • Public segment evaluation is validated for storefront use cases.Required

Next Steps