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Customer segments group your audience based on shared attributes, behavior, or custom metadata, like country, number of finalized orders, or custom attribute "VIP": true. These groups are used to build validation rules, loyalty earning rules, and trigger incentive distribution. To manage segments, navigate to Engagement > Segments in your dashboard.

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Segment types

Voucherify uses three distinct segment types.

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Static segment

A Static segment is a fixed list of up to 20,000 customers that does not update automatically. Static segments are useful for one-time campaigns or lists you manage manually. After you create them, the list of customers is fixed. Static segments cannot be edited after creation, meaning you can’t edit the list of customers who are in this segment.

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Dynamic segment – passive

A Dynamic segment – passive is a filter-based group that updates in real time. Passive segments update automatically when customers meet or stop meeting the defined filters. Passive segments do not generate events when a customer enters or leaves the segment. Passive segments can be edited after creation. By default, a newly created filter-based segment is passive.

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Dynamic segment – active

Voucherify automatically converts a passive segment into an active segment if it is used in:
  • Loyalty earning rules
  • Distributions
  • Referral tiers
Once activated:
  • The segment begins triggering segment entered and segment left events.
  • The segment can no longer be edited.
Like passive segments, active segments update automatically when customers meet or stop meeting the rules. When this happens, the system sends events for entering and leaving the segment. This makes active segments useful for automated distributions, loyalty earning rules, and referral tiers, as well as for tracking customer behavior where actions should happen as soon as a customer’s status changes.

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Create segments

Go to Engagement > Segments to Create segment.

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Create static segment

Use this segment type to manually group specific customers.
1

Select customers

Select the customer’s checkboxes. You can search for specific customers or use filters to narrow down the results.You can check up to 20,000 customers.
2

Save

Once ready, Save as segment > Static segment.
A static customer segment with a unique ID is added to Segments list.

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Create dynamic segment – passive

1

Define filters

Add one or more filters using profile attributes, events, or metadata.You can build segments using multiple attributes:
  • Profile attributes: Standard fields such as email, city, or source.
  • Activity and Events: Behavioral data like total order number, last purchase date, or custom API events.
  • Customer Metadata: Custom attributes defined in your customer metadata schema.
Bulk input: When using the “in” condition, click Bulk input to paste up to 200 values at once, separated by commas, semicolons, or new lines.
2

Save

Once ready, Save as segment > Dynamic segment.
A passive customer segment with a unique ID is added to Segments list.

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Export segment member data

You can export segment members as a CSV file. This is useful when you need to share a customer list with external teams, upload it to another system, or review the data outside Voucherify for analysis or reporting. Go to Engagement > Segments and click on a segment to open the detailed view. Export segment to prepare the CSV file.
1

Select attributes

Choose which standard fields and custom attributes (metadata) to include in the exported CSV.
2

Export

Once ready, Export your list. The file will be generated and delivered to your Notifications Center.You can also find all your exported files in Audit log > Exports.
For larger exports the process might take some more time.
Segments connect customer data with campaigns, automation, and developer workflows. You can use them to control eligibility, trigger actions, and work with customer lists outside Voucherify.
To create customer segments, prepare your customer base and have their data up-to-date.Read the Manage customer profiles how-to guide to learn more about adding and updating customers.
You can use segments in validation rules to decide who can use a campaign. The system checks if a customer belongs to a segment at the moment of validation. This is useful when eligibility depends on customer data, such as account status or past activity.
Active segments can trigger automated distributions. When a customer enters or leaves an active segment, Voucherify can send incentives or messages automatically. This is useful for onboarding flows, promotions, and time-based campaigns.
You can use segments in loyalty campaign earning rulesFor example, you can assign points when a customer enters an active segment. This allows you to reward customers for reaching a specific status or meeting defined conditions.
Developers can manage and use segments programmatically with the Segments API. This includes creating segments, updating filters, checking segment membership, and using segments in automated workflows. The API is useful when segment logic or usage is managed outside the Dashboard or needs to stay in sync with external systems.
Last modified on February 11, 2026