Discover and create a dynamic segment

A dynamic segment is a customer list that updates itself. You define the rules once — for example "customers who have placed more than 3 orders and spent more than €300" — and Loyoly adds or removes customers as their activity evolves. There is no list to re-import, no export to refresh.

💡 That is exactly what the note displayed at the bottom of the creation screen says: "This segment is dynamic: the customer list updates automatically based on the defined conditions."

⚠️ Dynamic segmentation is only available on Premium plans.

To help you choose, the article The segments to create first, configured step by step presents the most profitable segments, sorted by use case, with their exact configuration.

What a segment is for

A segment is not an end in itself: it becomes useful the moment you connect it to a mechanic of your program. Three uses are possible.

Target a mission: it only appears to the customers in the segment.
Target a push notification: it only goes out to the customers concerned.
Trigger an automation: the journey starts as soon as a customer enters the segment.

Each of these uses is detailed in Activating a segment: missions, notifications and automations.

What Loyoly segmentation sees that a CRM tool does not

Your CRM knows your orders and your emails. On top of that, Loyoly knows everything the customer does in your loyalty program: the missions they completed, the reviews they left, the content they published, the people they referred, the points they earned and spent, the VIP tiers they reached or lost, the rewards they earned and the ones they actually used.

That is what makes segments possible that no CRM tool can build — for example "customers who left a review but never used a reward", or "customers who have more than 500 points and have not spent any in the last 90 days".

💡 Not to be confused with the segments created in your CRM, which rely on your store data. See Create segments with Klaviyo.

The three ways to create a segment

From the Segments screen, three paths are available, from the fastest to the most precise.

Start from a template — the Segment library button, at the top right of the Segments page, opens a page presenting six ready-made segments. This is the fastest path, and the safest one for a first segment.
Describe your segment in plain language — the Describe your segment in a few words... field builds the rules for you. Four clickable examples show you the kind of description expected, such as "Customers who made 3 purchases in the last 90 days". The generated rules stay editable: you can fine-tune them afterwards, condition by condition.
Build the conditions by hand — the most precise method, and the one that gives access to every filter and every threshold.

Starting from a segment template

The six templates are available from two places, which do not offer the same surface.

Segment library, at the top right of the Segments page, opens a dedicated page: the six templates are shown as cards, grouped by category, each with a Use button. A back link takes you to your list of segments.
Use a template, once you are on the creation screen, opens the Template list window: the same six templates, shown as a list, with a Search field, an All menu to filter by category, a Use button on each row and a Close button.

In both cases, Use creates the segment with its conditions already filled in, which you can then adjust before saving it.

The table below lists the six available templates and the type of customers each one targets.

Template	The customers it targets
Dormant Points	Customers who have built up points without using them. Worth re-engaging on the value sitting idle in their account.
Members Never Redeemed	Customers enrolled in the program who have never used their points. A first reward is often enough to spark engagement.
Inactive Program Members	Customers who signed up but never took action: no purchase, no mission. To activate, or to remove from your campaigns.
Sponsors to Reactivate	Customers who have already referred someone, but not recently. A simple reminder is often enough to get things moving again.
Active VIPs	Your premium members who still buy regularly. To be treated as such, to reinforce their status.
Potential Ambassadors	Happy customers — reviews left, content published — who have not referred anyone yet. Ready to become your best advocates.

💡 A template is also the best way to learn. Open Dormant Points or Inactive Program Members and look at how their conditions are built: you will see how to target customers on what they have not done, which is the least obvious part of the builder.

Creating a segment by hand, step by step

Go to Segments, then click Create segment, at the top right.
Give your segment a name in the Segment name field — 50 characters maximum. Choose a self-explanatory name: this is the one you will find again in the menus of your missions, notifications and automations.
Click + Add a condition and choose the condition type: Behavior (what the customer does) or Profile (who they are).
Configure the condition — the fields are explained just below.
Add other conditions if needed, paying attention to the button you use: its position determines the AND or OR logic.
Check the result in the Segment preview section by clicking Calculate.
Click Create segment.

💡 Two buttons, the same label Create segment: the one at the top right of your list of segments opens the creation screen, the one at the bottom of the creation screen saves the segment you have just configured.

Behavior or Profile: two families of conditions

The choice is made when you add a condition, and the two families are not configured the same way.

Condition type	What it describes	How it is configured
Behavior	What the customer does: their orders, their missions, their points, their referrals, their rewards, their tiers, the notifications they received.	Four fields: BASED ON, PERIOD, THRESHOLD and FILTERS.
Profile	Who they are: their email, their age, their gender, their language, their VIP tier, how long they have been a customer.	Filters only. No event, no period, no threshold — a profile has no history to bound.

You can mix both families in the same segment, and even in the same group of conditions.

Anatomy of a Behavior condition

A Behavior condition reads from top to bottom, and each field narrows down the previous one.

BASED ON — the event the condition applies to: Completed orders, Completed missions, Points transactions, Referrals (referrer), Referrals (referee), Rewards used, Rewards earned, Automations triggered, Tier reached, Tier downgraded or Notifications sent. This is the most important field: your choice determines the thresholds and filters offered next.
PERIOD — the time window over which the event is evaluated: All time (the whole history, the default value), Last 7 days, Last 30 days, Last 90 days or Last 365 days.
THRESHOLD — optional. A numeric threshold, built in three parts: a metric, a comparison operator and the Value field.
FILTERS — optional, and stackable. Refines the condition on precise criteria: a product, a shipping country, a mission, a reward type.

💡 An example that uses all four fields at once: to target customers who have placed at least 3 orders of more than €50 in the last 90 days, choose Completed orders, set PERIOD to Last 90 days, add a threshold Number of orders / Is greater than or equal to / 3, then a Total amount filter greater than 50.

The full detail of the thresholds and filters available for each event is covered in The filters and thresholds available to refine a segment.

Combining several conditions: AND and OR

A segment can rely on several conditions. The logic applied is not chosen from a menu: it is determined by the position of the condition, and therefore by the button you use to add it.

The + Add a condition button located inside a block adds a condition to the same group. The conditions of a same group are joined by OR: it is enough for one of them to be true.
The + Add a condition button located outside the block creates a new group. Groups are joined by AND: all the conditions of the different groups must be true.

The AND and OR badges displayed between the blocks show you the logic in force. They cannot be changed directly: to switch from an AND to an OR, move the condition into the neighbouring block using its handle, or delete it and recreate it from the right button.

Checking your segment before creating it

The Segment preview section and its Calculate button count the customers matching your conditions. Make a habit of using it after every condition or filter you add: it is the fastest way to spot the rule that empties your segment.

Once the segment is created, the Member column of the segment list permanently shows the number of customers it contains — a single glance is enough to spot a segment that has emptied out.

Best practices

For your first segment, start from a template via Segment library rather than from a blank page: you will see how conditions fit together before writing your own.
Start with a single condition, check the volume with Calculate, then refine. A segment that is too constrained from the start often returns zero customers, without telling you which rule is to blame.
Prefer rolling windows — PERIOD, or filters such as Window (days) — over fixed dates, except for a one-off campaign. A segment based on a rolling window keeps living without any intervention.
Give your segments names you will still recognise in six months: you will find them again in the drop-down menus of your missions, notifications and automations.
On a small customer base, segmentation loses much of its value: segments become too narrow to carry a campaign. Better to start with two or three broad segments.

Going further

If a segment does not behave the way you expected, contact our support team via the chat.