Quick Segment

A quick segment is a tool for quickly finding profiles based on specified conditions. It uses the same segmentation rules as a dynamic segment, but is not saved as an entity: the selection works "here and now", and after closing the page the specified conditions are not restored.

To get started, go to Data → Segments → Quick Segment.

A quick segment is useful when you need to:

• quickly find specific profiles — for example, to check message delivery;
• verify the correctness of complex conditions (groups, imported conditions) before creating a permanent segment;
• perform a one-time action with the selection: copy profiles, send them to a scenario, or save them as a segment.

Building a Selection

Specify the Profile Database to search in:

Click + Condition to add a selection rule. Conditions are configured the same way as in dynamic segments: all filter categories for profile data, interactions, and channel behavior are available. Rules can be combined into condition groups using AND or OR logic, and you can also import conditions from an existing segment or describe them manually via Script.

Additionally, you can set a Range — the part of the database to which the conditions are applied — and a limit on the maximum number of profiles in the segment. These parameters work the same way as in dynamic segments.

Calculation and Selection Results

Click Calculate so that the system processes the database and shows the number of matching profiles. The time of the last data update is displayed next to the counter. If you change the conditions, click Refresh to recalculate the selection:

The selected profiles are displayed in the table below. To open a profile's card, click the button in the Actions column next to the profile.

note

A quick segment is not saved as an entity: after closing the page or reloading, the specified conditions are not restored. To continue working with the selection later, save it as a segment — see actions with the selection.

Actions with the Selection

The Export button saves the selected profiles to a file — see the Profile Export article for export settings.

The following actions are available with the selected profiles:

• Copy profiles to database — copy the selected profiles to the selected database.
• Copy profiles to static segment — add the selected profiles to an existing static segment.
• Mass profiles edit — bulk edit the data of the selected profiles (for example, update fields, add a subscription).
• Add profiles to workflow — add the selected profiles to the selected scenario.
• Save as Dynamic — save the selection conditions as a dynamic segment: all conditions are transferred, profiles are not copied.
• Save as Static — create a new static segment from the selected profiles: the list of profiles at the time of saving is written to the static segment, not the selection conditions.
• Save as Updatable — save the selection conditions as an updatable segment: conditions are transferred, profiles are not copied, and no recalculation is triggered — the first calculation will run according to the segment's update schedule.