Creating a Segment
This article covers creating a segment: the basic details, choosing a type, and (for static segments) selecting members. Dynamic filters have their own article.
Start creating
Go to Users → Segments and click Create New Segment. The form opens.
Basic details
- Segment Name (required): up to 50 characters. It cannot be blank.
- Description (optional): up to 250 characters.
Choose a type
Select the Segment Type:
- Dynamic: membership is defined by filter rules and updates automatically.
- Static: you pick the members yourself.
The type cannot be changed after the segment is created. The type option is disabled when editing, so choose correctly now. To switch, create a new segment.
Dynamic segments
If you chose Dynamic, you define filter rules that decide who belongs. A live count on the right shows how many learners match (refresh to update). Building these filters is covered in detail in Dynamic Segment Filters.
Static segments
If you chose Static, choose how to add members:
Select learners manually: click Select Learners to open the picker and choose learners. A count shows how many you have selected.
Upload file: upload a CSV of learners. Download the Sample File for the correct format, fill it in, and upload.
For CSV uploads, include only learners already registered on the platform. If the file has errors, an error CSV is provided so you can fix and re-upload.
Save
Click Save Segment (or Update Segment when editing).
Validation to expect:
- A static segment needs at least one learner selected, or a file uploaded.
- A dynamic segment needs at least one filter.
Editing a segment
Open a segment and choose Edit. You can change the name, description, members (static), and filters (dynamic). You cannot change the type.
What's next
For dynamic segments, continue to Dynamic Segment Filters. Otherwise, see Viewing & Using Segments.