Segments Set Up

Create a new Segment

Navigate to the Members > Segments.
You will see a list of All Segments saved in your project.
To create a new Segment, click the Add New button located in the top-right corner of the page.

Set a Name for the segment. When assigning the segment, you will find it by this name.
Set a Description for the segment. This description will only be visible in the list of all segments.
Click on the Save button.
Public (optional): Switch the toggle Public if you wish to make the segment public. Public segments are visible to members in the app/on the web, and Members can self-register to these Segments. You can find more information in the article public segments.

Once the new segment is created it will automatically open on the Settings Overview tab.
Open the Members tab and then click on the Add members button in the top right corner to access the list of all members.

Find the Member you want to add to the segment, click the three dots in Action column and select the + Add option.
Once all members are added just close the window with the Close button.

On the Members tab you can see a list of all members added to your segment and a total number of members in segment.
You can use the Search bar and filter function for searching the members.

To remove a member from the Segment just find the member, right-click on the member and choose Remove.

Topic / function	Segments
Audience	CRM / Marketing Ops / Implementation
Goal	Provide step-by-step setup for dynamic and static member grouping
Prereq systems	TRIFFT Cockpit, Member Data (PII/Attributes)

Access: Ensure you have the Admin or Editor role to access the Audience module in the Cockpit.
Data points: Confirm that the attributes you wish to filter by (e.g., "Favorite Category," "Total Points," or "Last Purchase Date") are active and populated in member profiles.
Integrations: If syncing segments to Klaviyo or Bloomreach, ensure the API connection is "Active" in the Integrations tab.

Filter Accuracy: The logic correctly includes the intended audience without being too broad or restrictive.
Dynamic Refresh: Ensure the "Dynamic" toggle is on if you want the group to update automatically as member data changes.
Public Localization: If the segment is "Public," ensure the Display Name is translated for all active program languages.
Integration Mapping: The segment name matches the naming convention used in your external automation flows (e.g., Klaviyo/Bloomreach).
Data Safety: Filters correctly handle "Null" values to avoid excluding members who simply haven't provided a specific attribute yet.