Connecting Dynamic Segments to Sequences

Dynamic Segments allow you to group customers based on specific conditions and automatically update the list as customers meet or stop meeting those conditions. You can then connect a Dynamic Segment to a Sequence to automatically enroll customers who match the segment criteria.

Let’s understand how this works with an example:

For example, you may want to create a segment based on how many times a customer has visited your studio.

Navigate to CRM > Segments and create the required Dynamic Segment.
Find the segment you just created and click the three dots (⋮).

Select Enroll/Connect to Sequence.

Select the Sequence you want to connect to the segment.
Click Connect.

You can also connect a Dynamic Segment to a Sequence from the Sequences page.
Once a customer meets the segment criteria, they’ll be automatically enrolled in the connected Sequence.

Note:

Click here learn how to create a segment.
You must have a Sequence created before you can connect it to a Dynamic Segment. Click here to learn how to create a sequence.

Important to Know

Dynamic Segments are checked in the background every 30 minutes to see if new customers match the segment criteria. Customers can be added or removed from the segment as their information changes.
Static Segments do not continue checking for new matches. The customers who are included when the segment is created remain in the segment, and the list does not change.