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Create and use segments

A segment is a saved, reusable group of contacts built from their activity — spend, events attended, check-ins, tags. It lives in the Segments page, recomputes its members live every time you open it, and becomes the audience you target with a campaign.

A segment is a saved group of contacts you can reuse — "VIP buyers", "newsletter subscribers", "lapsed customers". Open Segments in the sidebar, build it once from rules like Lifetime spend is at least $200 or Events attended greater than 1, and it updates its own members automatically as people buy more or stop showing up. You then point a campaign at the segment to email exactly that audience.

Before you start

You need the Admin role (or a role with crm:read) to view contacts and segments. Creating, editing, or deleting a segment needs crm:manage. If the New segment button is missing, you have view-only access.

Where your contacts come from

A contact is one person per email address in your store — created automatically the moment someone buys a ticket, subscribes to your newsletter, or sends a contact-form message. You do not add contacts by hand.

Open Contacts in the sidebar to see them. Each row shows the contact's name and email plus a few numbers Zunaro derives from their history:

Orders — paid orders placed.
Lifetime spend — total spent across all events, in their currency.
Events — distinct events with a paid order.
Check-ins — tickets scanned at the door.
Newsletter — whether they have an active subscription.
Last seen — the date of their most recent activity.

These same numbers are what segment rules filter on — which is why the next section only uses fields you can already see on a contact.

Build a segment

Open Segments in the sidebar and click New segment. A builder panel opens on the right.

Type a Segment name — something you will recognize later, like "VIP buyers" or "Lapsed 90 days".
The builder starts with one group. Choose whether it should match all conditions or any condition (an AND vs. an OR).
In each row, pick a field, an operator, and a value — for example Lifetime spend · at least · 200.
Add more rows with Add condition, or nest a sub-group with Add group when you need a mix, such as "all of (Tag is vip, any of (Events attended greater than 3, Lifetime spend at least 500))".
Watch the footer: it shows N contacts match and updates live as you edit. When the count looks right, click Save.

The list of saved segments shows each name, a one-line summary ("all conditions · 2 conditions"), and the current live member count. Use the row menu to Edit, Duplicate, or Delete.

Filter fields

These are the only conditions available. Each field works with a specific set of operators.

| Field | Operators | Example | | --- | --- | --- | | Has ordered | is Yes / No | Has ordered · is · Yes — everyone who has ever bought. | | Subscribed | is Yes / No | Subscribed · is · Yes — active newsletter subscribers. | | Lifetime spend | is, greater than, at least, less than, at most | Lifetime spend · at least · 200 (enter the amount in your store's currency). | | Events attended | is, greater than, at least, less than, at most | Events attended · greater than · 1 — repeat attendees. | | Check-ins | is, greater than, at least, less than, at most | Check-ins · greater than · 0 — people who actually showed up. | | Days since last seen | greater than, at least, less than, at most | Days since last seen · greater than · 90 — lapsed contacts. | | Tag | is | Tag · is · vip — anyone you have tagged. |

Everything stays live

There are no static member lists in Zunaro. A segment is just a saved definition, and its membership is recomputed from current contact data every time you open the page or a campaign evaluates it. Someone who crosses your Lifetime spend at least 200 rule tomorrow joins the segment automatically; someone who was tagged vip and then untagged drops out.

Use a segment in a campaign

A segment becomes an audience when you build a campaign. In the Campaigns area, open or create a campaign and look for the Audience card at the top. Click it to open the audience picker, then choose one of your saved segments. The card summarizes who is included, and the sequence you build sends only to contacts that the segment matches at send time.

For a quick, one-off email to a single event's buyers (no segment needed), use the campaign attached to that event instead. See Send an email campaign.

A few segments worth building

VIP buyers — Lifetime spend · at least · (your VIP threshold). Your top spenders for early-access and upsell offers.
Repeat attendees — Events attended · greater than · 1. People who already came back — prime targets for a new lineup.
Active subscribers — Subscribed · is · Yes. Your newsletter list, ready for announcements.
Engaged attendees — Check-ins · greater than · 0. Fans who actually showed up, not just ticket holders.
Lapsed buyers — Has ordered · is · Yes plus Days since last seen · greater than · 90. A win-back nudge for people going quiet.
Tagged groups — Tag · is · (tag). Any manual grouping you maintain through tags, such as press, sponsors, or staff.

Contacts flow in from your orders automatically, so the more you sell, the richer these segments get. Build a few once, then keep pointing campaigns at them.