Segments Set Up

This Technical Setup Guide provides the configuration steps required to define and manage Segments within the TRIFFT Cockpit for targeted engagement and automation.

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What you will learn

This guide covers how to build audience segments using the TRIFFT filtering engine, differentiating between Private (internal automation) and Public (user-selected) segments, and how to sync these groups to external marketing tools.

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Prerequisites

• 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.

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Step-by-step setup

1. Navigate to the Segments Module: Log in to the TRIFFT Cockpit and go to Audience > Segments.
2. Initiate Creation: Click the Create New Segment button.
3. Define Segment Identity:
   • Enter an Internal Name (e.g., "Dormant_High_Spenders_90D").
   • Choose the Segment Type: Dynamic (members enter/exit based on live data) or Static (a fixed list of specific members).
4. Configure Filtering Logic: * Add a Filter Group to define your criteria.
   • Use Attribute Filters for demographics (e.g., Gender, Birthday, City).
   • Use Behavioral Filters for loyalty activity (e.g., "Points Balance > 500" or "Has redeemed Reward X").
   • Use Transactional Filters for purchase history (e.g., "Total Spent > 1000 EUR" or "Last Order > 30 days ago").
5. Set Segment Visibility:
   • Private: Keep it for internal CRM use, targeting News/Deals, or syncing to Klaviyo.
   • Public: Enable this if you want the segment to appear as a "Preference" in the Mobile App or Web Portal for members to self-select.
6. Apply Boolean Logic: Use AND/OR operators to refine the audience (e.g., Members who live in London AND are in the Gold Tier).
7. Calculate Audience Size: Click the Update Count button to see an estimate of how many members currently meet these criteria.
8. Save and Sync: Click Save. If an integration is active, toggle the Sync to Integration switch to ensure this segment is mirrored in your CDP or ESP.

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Configuration checklist

• 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.

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