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Users and segments
SaaS

Users and segments

Every account of the platform, and rule-based user segments.

Users

Customers › Users lists every account with the workspaces it belongs to. A user's detail page shows their memberships, roles and activity.

Segments

Customers › Segments groups users from rule-based conditions: e-mail verified, workspace ownership, paying or trial status of their workspaces, customer type, days since last active, account age, e-mail contents. Conditions combine with And and any of.

Segments are re-evaluated every 15 minutes and on save. Each shows its matches, the change over the week and when it was last evaluated. They feed campaigns and automations, for example a conversion e-mail to owners whose trial ends in 14 days.