Create a segment from customer behavior

Behavior-based Audiences help you follow up with customers based on what they actually did.

Choose the behavior

1. Pick the signal that matters, such as booked, purchased, clicked, registered, or viewed a key page.
2. Add time windows when recent behavior matters.
3. Combine behavior with customer fields when the message should be more specific.

Preview members

1. Open the Audience preview before using it.
2. Check a few customer records to confirm the rules make sense.
3. Adjust conditions if the Audience is too broad or too narrow.

Use the segment

1. Attach it to a newsletter, sequence, journey, or task queue.
2. Review performance after sending.
3. Create follow-up Audiences for customers who engaged.

Good to know

• Behavior usually predicts intent better than static labels.
• Avoid over-segmenting until you have enough customers for each group.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.