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- All guides in this category
Still have a question?
Could not find it? A person reads every message, usually within a few hours on business days.
Chat with usShort answer
Open All-platform analytics › Users › Segments & tags and create a segment: rule (daily), static (imported list), RFM (10 buckets) or live (at collect time). Add conditions, preview the count and save. View users shows members; Analyze applies the segment to any analysis. Anonymous visitors never join.
Short answer
Open All-platform analytics › Users › Segments & tags, create a segment on the Segments tab, pick a kind (rule, static, RFM or live), add conditions such as "did purchase in the last 30 days" and "did not refund", preview the count and save. Then use View users to see who is in it, or Analyze to apply it to any analysis.
1. Pick the kind of segment
| Kind | Updates | Use it for |
|---|---|---|
| Rule | Daily, or manually | Behavior and property rules: did, did not, property, first seen, active, in another segment, sequence, tag, random bucket, preference |
| Static | Only when you import | A fixed list: one person id, email or type,value per line |
| RFM | Daily | Buyers grouped by recency, frequency and amount into 10 buckets |
| Live | At collect time | People who just did an event, visited a page or came from a channel |
Anonymous visitors have no profile, so they never join a segment.
2. Build a rule segment
- Choose Rule and the identity: person, device, visitor or account.
- Add "did
purchasein the last 30 days". - Add "did not
refundin the last 30 days". - Preview the count, then save.
Sample: 1,240 people bought in the last 30 days, 90 of them refunded, so the segment holds 1,150.
To let people drop out after a quiet spell, set member expiry above 0: anyone with no new activity for that many days leaves, and new activity resets the clock.
3. Import a fixed list
Save a Static segment first, then paste ids. Lines that match nobody are reported, so you can fix typos.
4. Use the segment
- View users opens the people list filtered to members.
- Analyze applies the segment as a cohort in funnels, trends and retention; see build a funnel.
- The segment keeps a 30-day size trend, and each refresh records who joined and who left.
- With a webhook configured, TapCub sends a membership change on refresh.
- Pause stops recomputation and keeps current members until you resume.
5. RFM buckets
Pick a transaction event and an amount property (leave the amount empty to rank by count). Quintiles map people into 10 buckets: champions, loyal, potential loyalists, new, promising, needing attention, about to sleep, at risk, cannot lose and hibernating. More on the method in RFM.
Common problems
| Symptom | Cause | Fix |
|---|---|---|
| Preview count and list differ | The people list hides test users | Turn on Include test users and compare |
| Person segment has no members | Identified mode is off, or nobody is signed in | Turn it on and call identify users |
| RFM buckets empty | No matching transaction event, or the amount property name is wrong | Check the event and property names |
| Cannot edit | Viewer role | Owners, admins and analysts can create, refresh and import |
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