Create and manage segment groups

A segment group lets you use what you already know about visitors to decide what to show them. For example, WorkForge (opens in a new tab) could group people who've read its pricing page, then show them a relevant offer in a flow.

If you'd rather ask visitors to choose an answer, create a Multiple choice or Yes / No question. Those questions create their own answer segments. Input questions, such as Number or Short text, don't. See Segments, questions, and responses.

Create your group

Open a project you can edit. These changes stay in its draft until you publish, so visitors keep seeing the published setup while you work.

1. Open Segments in the sidebar.
2. Choose New segment group.
3. Replace the generated name with a name you'll recognize, such as WorkForge pricing interest.
4. In Setup, choose Add segment.
5. Rename New Segment to Pricing readers.
6. Add the rules that qualify someone for it. Follow Create automatic segmentation rules.
7. Add any other segments the group needs.

New segment group opens Setup directly, without a template picker. Your new group starts with no segments, rules, or sync destination.

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Segment group library listing Affiliates and Customer Lifecycle with New segment group highlightedOriginalOriginal

Use the real pricing page on your site. WorkForge's is https://workforge.rightmessage.com/pricing.html. If the segment needs to apply on other pages too, use a recorded visit rather than a current-page rule. Choose the occurrence and time window to fit. See Pages and visits conditions.

Page-visit and other anonymous rules don't need an email platform. Contact conditions need a connected provider and an identified contact with matching data.

Put specific segments first

A new group allows one winning segment. If several automatic rules match, the first segment in the group wins.

1. Open Setup.
2. Drag segments by the handle beside their names.
3. Put specific segments above broader segments that include the same visitors.

For example, put "Pricing readers in the last week" before "Returning visitors" if pricing readers can match both.

Renaming a segment doesn't change its identifier. The displayed seg_ identifiers aren't editable settings.

Use the group in your site

Creating segments doesn't change what visitors see until you use them.

1. Add the group to a flow router or a targeting condition where it should change what happens.
2. To save segment data to contacts, open Sync with your provider and configure the field or tag mappings.
3. Open Uses to see which parts of the project depend on the group.

If the flow should use an existing answer instead of asking again, follow Route using an answer you already know.

Check it, then publish

You'll need your project's snippet installed to test website behavior. Make the visits or other actions your rules need before checking the match.

1. Choose Preview on your site to open the draft with the debugger.
2. Check a visitor who should match and a visitor who shouldn't. Testing your changes explains how to try both.
3. Review the project's unpublished changes.
4. Choose Publish when the full draft is ready.

Closing the group doesn't undo your edits, and saving doesn't publish them. Publishing applies the project's changes, not only the group you have open.

When matching visitors get the intended question or offer and unmatched visitors take the fallback, the group is working. Next, use the segment group settings reference to understand the audience counts and settings.

Duplicate a group

To use an existing group as a starting point:

1. Open the group and choose More actions in the header.
2. Choose Duplicate.
3. Rename the copy in Setup.
4. Review its rules and sync mappings before using it.

The copy's name ends in (copy), and it has new group and segment identifiers. Existing flows and targeting rules still use the original. Replace those references only where you want to use the copy.

Remove a segment or group

Before deleting, open Uses and read the dependency information. Some references will be removed. Others will stay and need your attention. Deleting a group keeps its historical reporting data.

To remove one segment:

1. Open Setup and choose the segment's trash button.
2. Review Really Delete?.
3. Choose Delete to confirm or Cancel to keep it.

To delete the whole group:

1. Open More actions and choose Delete.
2. Read the dependency impact in Delete segment group?.
3. Choose Delete only if you accept those changes.
4. Review the affected flows and targeting before publishing.

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Delete segment group confirmation explaining that referencing flows and campaigns remain and historical data is keptOriginalOriginal

You can't undo deletion through that dialog. The settings reference linked above lists exactly which dependencies are removed and which can remain.