> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voucherify.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Customer segments
> Learn how to organize customers into static, passive, or active segments
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, go to **Engagement** > **Segments** in your dashboard.
## Segment types
Voucherify uses three distinct segment types.
### 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.
### 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**.
### 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.
## Create segments
Go to **Engagement** > **Segments** to **Create segment**.
### Create static segment
Use this segment type to manually group specific 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.
Once ready, **Save as segment** > **Static segment**.
A static customer segment with a unique ID is added to **Segments** list.
### Create dynamic segment – passive
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.
Once ready, **Save as segment** > **Dynamic segment**.
A passive customer segment with a unique ID is added to **Segments** list.
## 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.
Choose which standard fields and custom attributes (metadata) to include in the exported CSV.
The date and times of the exported data are in the UTC time zone.
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**.
Larger exports may take longer to generate.
## Related features
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](/prepare/customers) how-to guide to learn more about adding and updating customers.
You can use segments in [validation rules](/optimize/validation-rules-reference) to decide who can use a campaign. Voucherify 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](https://support.voucherify.io/article/19-how-does-the-distribution-manager-work). 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 rules](/build/earning-rules)
For 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.
You can manage and use segments programmatically with the [Segments API](/api-reference/segments/segment-object). 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.