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Build a customer segment. Create your first segment.

Build a customer segment

Video guide

Learn how to create targeted customer segments in Bird. In this guide, you'll learn how to:

  • Create and name custom segments based on specific criteria
  • Set up list membership conditions to filter contacts
  • Define engagement rules based on message interactions
  • Combine multiple conditions using And/Or logic
  • Save and manage your segments for future use

Step-by-step guide

Follow the steps below to build a custom segment.

Step 1: Navigate to Segments

  • Go to Marketing > Audience > Lists & Segments.
  • Click Create new segment in the top-right corner.

Step 2: Name your segment

  • Enter a clear, descriptive name (e.g., Newsletter engaged).
  • Optionally, add a description and tags to help with search and organization.

Step 3: Add segment conditions

  • Click to Add a definition.
  • Choose a condition type from the dropdown. Common examples include:
  • Properties of contact
  • Something was done or not done
  • If someone is or is not in a list
  • If someone can receive marketing

Example:

To target users who are subscribed to Email and have opened at least one email in the last 60 days:

  • First condition:Select "Properties of contact" Choose Email Subscription equals Subscribed

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