Segments

What a segment is

A segment is a group of contacts defined by rules. Instead of picking people one by one, you describe who belongs, for example “Lifetime Value greater than 1000”, and Nest finds everyone who matches.

Open Segments under Tools, or go to https://nest.oroe.ai/segments. You’ll land on Contact Segments.

Start with the defaults

If you’re not sure where to begin, select Add Default Segments. Nest adds a set of useful starter segments you can learn from.

Create a segment

1. Select New Segment.
2. Enter a Segment Name and, optionally, a Description.
3. Under Conditions, choose how the rules combine:
   • All (AND) – a contact must match every rule.
   • Any (OR) – a contact needs to match just one rule.
4. Add a rule. Pick a field:
   • Lifetime Value
   • Visit Count
   • Contact Type
   • Status
   • Sentiment
   • Risk Score
   • Tags
   • City
   • Lead Source
5. Pick an operator: equals, not equals, greater than, less than, contains or does not contain.
6. Enter the value to compare against.
7. Add more rules if you need them.
8. Select Create Segment.

Examples

• Website leads: Lead Source equals Cue Form, with Status equals Lead, using All.
• VIPs: Tags contains vip, or Lifetime Value greater than 5000, using Any.

View a segment

Select a segment to see who’s in it, along with:

• Total Contacts – how many people match.
• Total LTV – their combined lifetime value.
• Avg LTV – the average lifetime value per contact.

Change or remove a segment

Good to know Segments can’t be edited after you create them. To change one, create a new segment with the rules you want, then delete the old one.

Deleting a segment only removes the group. The contacts in it stay exactly as they are.