Viewing & Using Segments
This article covers seeing who is in a segment, exporting members, and reusing a segment across the platform, plus the segments list.
The Segments list
Go to Users → Segments. The list shows:
- Segment Name
- Type (Static or Dynamic)
- Learners (the current member count)
- Created On
- Actions
Search by name to find a segment. Click a row to open its details.
Row actions
Open the Actions menu on a segment:
- View Details: open the segment and its members.
- Edit: change the segment.
There is no delete or duplicate action. Segments cannot be removed from the interface.
Segment details and members
Opening a segment shows its members with:
- Name
- Contact Details
- Added On
Search the member list, and for dynamic segments see a Learners over time chart showing how the group has grown over the last 30 days.
Exporting members
Use Download CSV on the details page to export the member list (requires write permission).
Using a segment elsewhere
Once a segment exists, select it as an audience in:
Campaigns: choose "Select a segment" as the campaign audience.
Workflows: choose "Segment Triggered" so learners in the segment enter the automation.
Feedback surveys: choose "Segment Selection" to target the survey.
The consuming feature shows the segment's name and current learner count when you pick it.
If a workflow is using a segment, you must deactivate that workflow before you can change the segment configuration it relies on.
You're done
That completes the Segments collection. You can now create static and dynamic segments, build filter rules, review and export members, and reuse segments across campaigns, workflows, and surveys.