Segments
Groups of contacts defined by rules on persona, discipline, courses taken, company and engagement. Campaigns, journeys and reports all use the same segments.
Contacts with marketing consent
3,410
of 4,186 contacts in the hub
Segments
13 dynamic, 2 static lists
Contacts in no segment
318
mostly missing role or discipline
Largest upsell segment
212
Layout Level I, not in Level II
All segments
Sample data| Segment | Size | Trend | Used in |
|---|
Segments worth creating. 47 learners completed and work for companies with no corporate account: a “convert to team training” list for sales. 126 contacts attended two or more webinars and never opened a course page: they may need a learning path, not a course.
Contacts by persona
Persona is set from job title at sign-up and can be corrected on the contact.
Completed Layout Level I, not enrolled in Level II
S-07 · dynamic · updated 3 Oct 2026, 06:00 · owner Dina Sabry
Contacts who match all of these
and any of these
and none of these
Fields available: persona, discipline, courses taken, company, country, engagement, lead score, consent, loyalty tier, customer status (active or dormant)
Matches now
212
+18 since B-2609 finished
Reachable by email
197
Reachable by WhatsApp
141
| Contact | Company | Completed ML513 | Engagement |
|---|
Showing 8 of 212. Company breakdown: 61% belong to a corporate account, 39% are individuals.
- Layout Level II for Level I graduates · WhatsApp · 3 enrolments
- Layout Level I graduate to Level II · 64 contacts inside
- B-2617 , 6 Dec 2026, 4 of 18 seats sold
- Path progression: who moves from one level to the next
Customer segments: loyalty tier and dormant customers
Dynamic · recalculated from the customer records on the reporting date
| Customer | Loyalty tier | Customer status | Contacts with marketing consent |
|---|
What Marketing may use. Loyalty tier and customer status (active or dormant) are permitted segment fields. The reliability rating is not: its score, grade, factors and payment events are not offered as fields, are not shown in member lists and are not included in segment exports. A segment such as “customers rated C” cannot be built. Hiding is static in this prototype, not enforced authorization. Loyalty programme
Where the fields come from
- Persona, discipline
- Contact profile in CRM
- Courses taken
- Enrollments and certificates
- Company
- Corporate accounts and open deals
- Engagement
- Opens, clicks, webinar attendance, site visits
- Lead score
- AI lead scoring, refreshed nightly
- Loyalty tier
- Loyalty programme. Tier only, a different thing from the lead score
- Customer status
- Customer analytics: active or dormant by the dormancy period