Find the people
this email is for.
Describe your audience to your agent. Preview who qualifies, then use your saved segment in a campaign.
People with a saved project.
Count ≥ 1
Example using approved event fields. An absence means no matching event is recorded.
Captured audience counts from the sample workspace. A match alone does not mean someone can receive an email.
Created something. Still setting up.
Count ≥ 1 · Activation count = 0
Example using approved event fields. An absence means no matching event is recorded.
Illustrative audience counts. A match alone does not mean someone can receive an email.
Started checkout. No purchase yet.
Count ≥ 1 · Purchase count = 0
Example using approved event fields. An absence means no matching event is recorded.
Illustrative audience counts. A match alone does not mean someone can receive an email.
Explore the example · Fictional brands and data · No emails sent
Why Alex qualifies.
Why Lee does not.
The saved-project example uses four fictional people. The rule and the permission check have different jobs.
Alex
Saved a project. Marketing permission recorded.
Jonas
Saved a project. Marketing permission recorded.
Lee
Saved a project. Marketing permission missing.
Mina
No saved project is recorded.
Open the saved segment in the product view
Use product facts.
Supported event fields, time conditions and missing events can define a segment. This example uses confirmed project events.
Know when the count was checked.
The app’s Refresh reads the saved result. Your agent starts a new preview when you need a fresh evaluation.
A few useful details.
Which facts can I use in a segment?
Your agent checks the supported fields in your workspace’s approved event plan. This example uses a server-confirmed project event, with marketing permission checked separately.
Is the audience count always live?
It shows the latest completed preview. Ask your agent to run a new preview to refresh the evaluation. The app’s Refresh button reads the saved result.
Start with the people you mean.
Bring an audience you want to reach and the product events that define it.