Building Message Segments

Overview

A segment is a saved, reusable audience defined by a set of filters. Instead of picking a broad group like "All Members" every time you send a message, you can build a segment once — for example, "Active members on the Pro plan who joined in the last 90 days" — and reuse it across campaigns.

Segments live in the Segments tab of Marketing > Communications (route /marketing/messaging). They give you precise targeting in the composer without rebuilding the same filter logic every time.

Why Use Segments

The composer includes built-in audience groups (All Members, Active Members, Leads, Trials, and so on). Those cover common cases, but segments are for everything more specific:

• Members who hold a particular rank.
• Leads from a specific source that have not yet converted.
• Members tagged with a particular interest or program.
• Members whose membership is set to expire in a date range.

Build the segment once and select it whenever you compose a message.

Creating a Segment

1. Open Marketing > Communications and click the Segments tab.
2. Click New Segment (the + button).
3. Give the segment a clear name — you will pick it from a list later, so make the name describe who is in it.
4. Add one or more filter rules (see below).
5. Save the segment.

Filter Rules

Each rule combines a field, an operator, and a value. Available fields include:

• Lead Status — new, contacted, qualified, converted, or lost.
• Source — where the lead or member came from.
• Tags — member tags you have applied.
• Active Status — whether the member is currently active.
• Membership Status — the state of the member's membership.

Operators depend on the field and include options such as equals, in (matches any value in a list), contains, contains any, is empty, and is not empty. For example, to target qualified leads you would set Lead Status equals qualified; to target members with any of several tags you would set Tags contains any and list the tags.

Add multiple rules to narrow the audience further — a member must satisfy the combined rule set to be included.

Previewing a Segment

Before you rely on a segment, preview it to confirm it captures the right people. Use the segment's preview action to see who currently matches the filters. Segments are evaluated live, so the membership updates automatically as members' statuses, tags, and other attributes change — a member who becomes inactive drops out of an "active members" segment on the next send without any manual cleanup.

Editing and Deleting Segments

• To change a segment's name or filters, open it from the Segments tab and edit the rules. Because segments are evaluated live, edits take effect on the next message you send with that segment.
• To remove a segment you no longer need, delete it from the Segments tab. Deleting a segment does not affect any messages already sent — it only removes the saved audience definition.

Using a Segment in a Message

1. Go to the Compose tab and write your message.
2. Select Email or SMS as a channel.
3. In the audience selector, choose your saved segment instead of a built-in group.
4. Send the message. GymPoint resolves the segment to its current matching members at send time.

Tips

• Name segments so their purpose is obvious at a glance — for example, "Trial members ending this week" rather than "Segment 3".
• Keep segments focused. A few well-defined segments are easier to maintain than dozens of overlapping ones.
• Preview a segment before every important campaign — membership shifts as members' statuses change over time.