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Automation & Maintenance of Segments

The "self-steering" ship. The best segments are "dynamic"—they update automatically. This section covers building automated rules that move users between segments as their behavior changes (e.g., from "Active" to "Inactive").

10 questions in this topic

How to automate segment updates? How do dynamic segments differ from static ones? What’s the right refresh frequency for segments? How can CRM integrations update segmentation logic? What happens when data fields change or merge? How to manage segments across multiple ESPs or tools? What are naming conventions for segment management? How to archive unused segments safely? How to audit segments for logic conflicts? What documentation should exist for segmentation rules?