Last updated: March 2026 Category: Segments
Overview
This guide walks you through creating a new segment from scratch in BeyondCart. You will learn how to name your segment, choose a channel, define rules with combinators, preview matching members, and save.
Prerequisites
Access to the BeyondCart dashboard
At least one communication channel enabled (Push, Email, or SMS)
Familiarity with the types of segment rules available (see Segment Rules Reference)
Step-by-Step Guide
Step 1 — Open the Segment Builder
Navigate to Segments in the left menu.
Click the "Create Segment" button in the top-right corner.
The segment builder screen opens.
[Screenshot: Empty segment builder with name field and channel selector]
Step 2 — Name Your Segment
Enter a descriptive name in the Segment Name field. Choose something your team will recognize later, such as "High-Value Repeat Buyers – Push" or "Inactive 90 Days – Email."
Step 3 — Select a Channel
Choose the channel this segment will target:
Push — Users with a registered Firebase push token.
Email — Users with a valid email address.
SMS — Users with a phone number.
The channel selection determines which users are eligible for membership. A user must have the required contact detail for the chosen channel.
Step 4 — Add Your First Rule
Click "Add Rule" to open the rule selector.
Choose a rule type from the dropdown (e.g., Total Orders, LTV, Last Order Date).
Configure the operator and value for the rule. For example: Total Orders → is greater than → 3.
[Screenshot: Rule builder showing a "Total Orders greater than 3" rule configured]
Step 5 — Add More Rules and Set Combinators
To refine your audience further, add additional rules:
Click "Add Rule" again.
Choose the combinator between rules:
AND — Users must match all rules in the group.
OR — Users must match at least one rule in the group.
You can create nested groups by clicking "Add Group", which lets you build complex logic like: (Total Orders > 3 AND LTV > $200) OR (Has App Session in last 7 days).
[Screenshot: Multiple rules with AND/OR combinators and a nested group]
Step 6 — Preview Members
Before saving, click the "Preview" button to see how many users match your rules and browse the member list. This helps you confirm the segment targets the right audience.
If the count is too low, consider loosening your rules.
If the count is too high, add more specific conditions.
[Screenshot: Preview panel showing member count and a scrollable list of matched users]
Step 7 — Save the Segment
Once you are satisfied with the rules and preview:
Click "Save Segment".
The segment is created and immediately available for use in campaigns and flows.
Importing a Shopify Customer Segment
If you already have customer segments defined in Shopify, you can import them:
On the segments list page, click "Import from Shopify".
Select the Shopify segment you want to import.
BeyondCart translates the Shopify segment criteria into its own rule format.
Review the imported rules, adjust if needed, and save.
Key Concepts
Combinators (AND/OR) control how multiple rules relate to each other within a group.
Nested groups let you combine AND and OR logic for advanced targeting.
Preview always reflects real-time data, so the count you see is the actual current audience.
Tips and Best Practices
Preview before saving — Always check the member count and scan a few user profiles to make sure your rules are working as intended.
Keep rules simple at first — Start with one or two rules per segment. You can always add complexity later.
Use nested groups for advanced logic — If you need "buyers who spent $100+ AND (viewed shoes OR viewed bags)," use a nested group for the product conditions.
Document your intent — The segment name should communicate both the audience and the channel at a glance.
FAQ
Q: Can I change the channel after creating a segment? A: Yes, you can edit the channel at any time. Keep in mind that changing the channel may significantly alter the member count.
Q: What happens if I save a segment with zero members? A: The segment is saved normally. As users start matching the rules, they will be added automatically (for dynamic segments).
Q: Can I duplicate an existing segment and modify it? A: Yes. From the segments list, use the three-dot menu on any segment and choose "Duplicate." This creates a copy you can rename and adjust.
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