Segment filters let you build targeted guest groups based on profile data, reservation history, preferences, and survey responses. You can use segments for marketing campaigns, loyalty programmes, and operational communications.

You can view, search, and manage all segments for your property from the Segments page.

The segments list page displays all segments with the following columns.

Segments are built using a Details tab for configuration and an optional Filters tab for dynamic criteria.

The Details tab contains the core segment configuration. Name is the only required field.

Name (required)

Enter a descriptive name for the segment.

Alias

An alphanumeric identifier (no spaces) used as a URL-safe reference for the segment. Maximum 25 characters. If left empty, the system auto-generates a unique alias.

Description

A free-text description of the segment's purpose and filter criteria.

Public segment

When set to Yes (default), the segment is available for use in contact preferences and workflow actions. Set to No to restrict the segment to internal use only.

Available in preference center

When set to Yes, contacts can opt in or out of this segment through the guest preference center portal. Default is No. Use for subscription preferences such as "Special Offers Email List" or "Event Notifications".

Active

When set to Yes (default), the segment is published and active. When set to No, the segment is unpublished and will not be included in automatic segment rebuilds.

Send reward email by campaign

When set to Yes, the system will NOT automatically send reward notification emails when contacts are added to this segment. You must create a separate campaign to send the reward email. When set to No (default), reward notification emails are sent automatically when contacts enter the segment (if a reward rule is associated). Use when you want more control over reward email timing and content through a campaign journey.

Ignore unsubscribe

Email unique

When set to Yes, if multiple profiles share the same email address, only one profile will be included in the segment count and targeting. This prevents sending duplicate emails to the same email address.

Reward rule

Select a reward rule to associate with this segment. When a contact enters this segment, they will automatically receive the selected reward (subject to reward rule eligibility). Use for birthday rewards, tier upgrade rewards, or promotional rewards.

Segment filters use guest and reservation data to define which profiles belong in a segment. Each filter consists of a filter field (the data point to filter on), an operator (how to compare the data), and a value (the specific criteria you're looking for). Filters can be combined using AND or OR logic to create complex segment criteria.

When building segments for email campaigns, always include these base filters to ensure accurate counts of contactable profiles.

Also enable the Email Unique setting on the segment. This ensures that if multiple profiles share the same email address, only one profile is counted and targeted.

Filters are organised into five categories based on the data they reference.

Date and datetime filters support four different entry modes.

Select a specific date using the date picker. Example: Day In equals By Date → 2024-06-15 finds profiles with check-in on 15 June 2024.

Select a month (January through December) to match dates in that month regardless of year. Supported operators: equals, not equal. The system uses SQL pattern matching to find all dates falling in the selected month across any year. Example: Birthday equals By Month → December finds all profiles with December birthdays in any year.

Enter relative dates that calculate from the current date or from birthday or anniversary dates.

Standard relative dates

Birthday and anniversary offsets

Use predefined keywords for common date ranges.

Example: Day In equals Special Keyword → week_next finds profiles checking in next week.

Operators determine how the filter compares your value to the data in the system. The available operators depend on the filter's field type.

Regular expressions (regexp) allow complex pattern-matching for text fields. Most filtering needs can be met with simpler operators like like, starts with, or ends with.

Common regexp patterns

Certain filter fields automatically enable multi-select when you use them. These fields use the including or excluding operators exclusively.

When you select a filter field that supports multi-select, the operator is automatically set to including or excluding and the dropdown displays in multi-select mode. Selected values appear as removable tags.

Fields that support multi-select:

Contact filters use guest profile data. All segments automatically filter to active profiles only.

Example: Address line one like "%Main Street%" finds profiles with addresses containing Main Street.

Example: Age Median greater than 35.

Example: Asset Download including "Property Brochure 2024" finds all profiles who have downloaded this specific asset.

The Birthday filter uses a specialised interface. Instead of selecting operators and date modes separately, you select a Group (category) and then a Condition (specific filter type) from two dropdowns.

How to use the birthday filter

Example: Birthday → Upcoming → In Next 7 Days finds all profiles with birthdays in the next seven days.

Example: Birthday → Month → Is In Month → December finds all profiles with birthdays in December.

Example: Birthday → Age → Age Between 18 and 30 (Range mode) finds all profiles aged between 18 and 30 years (inclusive).

Example: Bounced - Email equals YES.

Example: Campaign Membership not empty finds all profiles attached to any campaign journey.

Example: City equals "New York".

Example: Country equals US.

Example: Date Added greater than or equal By Timeframe → -30 days finds all profiles created within the last 30 days.

Example: Date Last Active less than By Timeframe → -90 days finds all profiles that haven't been modified in the last 90 days.

Example: Days Since Last Stay greater than 180 finds all profiles who have not stayed in the last 180 days.

Example: Device Brand equals Apple.

Example: Device Model like "%iPhone%" finds profiles who have used any iPhone model.

Example: Device OS equals iOS.

Example: Device Type equals Mobile.

Example: Email ends with "@gmail.com".

Example: Email Read including "Welcome Email" finds profiles who have opened the parent email.

Example: Email Read including AB test variants "Welcome Email" finds profiles who have opened the parent email or any AB test variant.

Example: Email Sent including "Welcome Email" finds profiles who were sent the parent email.

Example: Email Read Count greater than 10 finds all profiles who have opened any email more than 10 times.

Example: Email Read Date greater than By Timeframe → -7 days finds all profiles who opened any email within the last seven days.

Example: Email Sent Date greater than By Timeframe → -7 days finds all profiles who were sent an email within the last seven days.

Example: Explicit Consent Date - Email greater than By Timeframe → -90 days finds all profiles who provided explicit email consent within the last 90 days.

Example: Explicit Consent Date - SMS greater than By Timeframe → -90 days finds all profiles who provided explicit SMS consent within the last 90 days.

Example: First Name Legal starts with "John".

Example: Gender equals Female.

Example: Implied Consent Expiration Date - Email less than By Timeframe → +30 days finds all profiles where the implied consent expiration date is in the next 30 days.

Example: Implied Consent Expiration Date - SMS less than By Timeframe → +30 days finds all profiles where the SMS implied consent expiration date is in the next 30 days.

Example: Is VIP equals Yes.

Example: Last Name Legal starts with "Smith".

Example: Lifetime Room Nights greater than 10 finds all profiles with more than 10 total room nights across all completed stays. Lifetime filters include all non-cancelled reservations with checkout dates at least one day in the past, regardless of when the profile was created.

Example: Lifetime Spend Non Room greater than 1000 finds all profiles with more than 1000 in total non-room spending (food and beverage, spa, services, and other charges) across all completed stays.

Example: Lifetime Spend Room Only greater than 3000 finds all profiles with more than 3000 in total room revenue across all completed stays.

Example: Lifetime Spend Total greater than 5000 finds all profiles with more than 5000 in total spending (room revenue plus all other charges) across all completed stays.

Example: Lifetime Stays greater than five finds all profiles with more than five completed stays.

Example: Loyalty Credits Available Points greater than 5000 finds all profiles with more than 5000 loyalty points available.

Example: Loyalty Credits Redeemed Amount greater than 500 finds all profiles who have redeemed more than 500 in loyalty credit value.

Example: Loyalty Credits Redeemed Points greater than 10000 finds all profiles who have redeemed more than 10,000 loyalty points.

Example: Loyalty Join Date less than By Timeframe → -1 years finds all profiles who joined the loyalty programme more than one year ago.

Example: Loyalty Member ID not empty finds all profiles who are loyalty members.

Example: Loyalty Member Tier equals Gold.

Example: Marketing Consent - Email equals True finds all profiles who have given explicit email marketing consent.

Example: Marketing Consent - SMS equals True finds all profiles who have given explicit SMS marketing consent.

Example: Mobile like "%5551234%" finds profiles with this number sequence regardless of formatting.

Example: Page Sessions greater than three finds all profiles with more than three page sessions.

Example: Preferred Language equals Spanish.

Example: Primary Company like "%Hotel Group%" finds profiles associated with companies containing this text.

Example: Profile Type equals "H" finds all hotel guest profiles.

Example: Region equals CA (California). Example: Region equals QC (Quebec, Canada).

Example: Salutation equals Mrs finds all profiles with the salutation set to Mrs.

Example: Segment Membership including "VIP Guests" finds profiles that are in the VIP Guests segment.

Example: Segment Membership excluding "Guests with Future Bookings" excludes all profiles who are in this segment.

Example: Tags including "Business Traveler" finds all profiles with this tag assigned.

Example: Unsubscribed - Email equals No finds all profiles who have not unsubscribed from email communications.

Example: Unsubscribed - SMS equals No finds all profiles who have not unsubscribed from SMS communications.

UTM Campaign, UTM Content, UTM Medium, UTM Source, and UTM Term are all text fields that support these operators: equals, not equal, like, not like, empty, not empty, starts with, ends with, regexp, not regexp. Values are entered as text input.

Example: Visited URL like "%/special-offers%" finds all profiles who visited any URL containing /special-offers.

Example: Visited URL Count greater than five finds all profiles who have visited website URLs more than five times.

To filter for multiple zip codes, use one of three approaches: pattern matching with like (Zip Code like "902%"); separate filters with OR logic (Zip Code equals "90210" OR Zip Code equals "90211"); or regexp for exact matching (Zip Code regexp "^(90210|90211|90212)$"). The regexp approach is more efficient for a large number of specific codes.

Date Last Active tracks when the profile record itself was last modified in the system. It is not a measure of guest engagement activity like email opens or website visits.

Date Last Active updates when:

Date Last Active does not update when:

Reservation filters use booking and stay data.

Example: Book Time greater than By Timeframe → -30 days finds all profiles with reservations booked within the last 30 days.

Compares the booking date to the guest's loyalty join date. Use greater than to find reservations booked after the guest joined the loyalty programme; less than for reservations booked before joining.

Example: Channel Code equals "OTA" finds all profiles with reservations booked through this booking channel code.

Example: CRS Confirmation Number equals "CRS123456" finds all profiles with this specific Central Reservation System confirmation number.

Example: Day In equals By Timeframe → +7 days finds all profiles with reservations where the check-in date is seven days from today.

To filter by a date range, add two separate filter rows. For arrivals within a range (inclusive): Day In greater than or equal [start date] AND Day In less than or equal [end date]. For arrivals outside a range: Day In less than [start date] OR Day In greater than [end date].

Example: Day In (Day Of Week) equals Friday finds all profiles with reservations where the check-in date falls on a Friday.

Compares the check-in date to the guest's loyalty join date. Use greater than to find reservations from guests who were already loyalty members at check-in; use less than for guests who checked in before joining the programme.

Example: Day Out equals By Timeframe → today finds all profiles with reservations where the check-out date is today.

Example: Day Out (Day Of Week) equals Sunday finds all profiles with reservations where the check-out date falls on a Sunday.

Example: Group Code equals "CORP2024" finds all profiles with reservations associated with this specific group booking code.

Example: Hotel Code equals "NYC01" finds all profiles with reservations at the hotel identified by this property code.

Example: Length Of Stay greater than three finds all profiles with reservations longer than three nights.

Example: Market Code equals "LEISURE" finds all profiles with reservations categorised under this market segment code.

Example: Next Hotel equals "Beachfront Resort" finds all profiles with a future reservation at this specific property.

Example: Package Code equals "ROMANCE" finds all profiles with reservations that include this specific package or rate plan code.

Example: PMS Confirmation Number equals "PMS789012" finds all profiles with this specific Property Management System confirmation number.

Example: Rate Access Code equals "PROMO2024" finds all profiles with reservations that used this specific promotional or rate access code.

Example: Rate Code equals "BAR" finds all profiles with reservations using this rate code.

Example: Reservation Status equals Checked Out.

Example: Room Type equals "KING" finds all profiles with reservations for this specific room type code.

Example: Total Amount greater than 1000 finds all profiles with reservations where the total amount is greater than 1000.

Hotel filters use property information.

Example: Hotel Tag including "Beachfront Resort" finds all profiles associated with this property.

Preference filters use guest preference data.

Example: Guest Preference including "High Floor" finds all profiles with this preference.

Survey filters use survey response data from integrated reputation management systems.

Example: Survey Question including "How would you rate your stay?"

Example: Survey Answer greater than or equal eight.

Below are practical examples of common segment filtering use cases. All email segment examples should also have Email Unique enabled.

Create a base "Guests with Future Bookings" segment first: Day In greater than or equal By Timeframe → +0 days. Then in your win-back segment, reference it as an exclusion.

Most fields, including Country and Member Tier, are single-select. To match multiple values for the same field, add separate filters connected by OR logic.

Example: Country equals US OR Country equals CA OR Country equals MX.

The following fields support multi-select using including or excluding operators:

All other fields require separate filters with OR logic to match multiple values.

The empty and not empty operators hide the value input field for all field types. No value entry is required when using either of these operators.

Add the Survey Question filter first, then add the Survey Answer filter immediately after using AND logic.

Relative dates calculate from the current date. Use + for future dates and - for past dates:

Lifetime covers all completed reservations for the guest, regardless of when the profile was created. If historical reservation data was imported before a profile was created, those reservations are included. The calculation covers all non-cancelled reservations with checkout dates at least one day in the past.

Date Last Active tracks when the profile record itself was last modified, not guest engagement activity.

For single-currency properties, Total Amount works well for revenue-based segmentation. For multi-currency properties, use Lifetime Spend instead, as it converts all amounts to a base currency before calculating.

Mobile numbers are stored as plain text with no automatic formatting. Use the like operator with wildcards to find number sequences regardless of format, or use regexp for complex pattern matching.

Use the Email filter with ends with and enter @gmail.com to match all guests with a Gmail address.

For multiple domains, use regexp: Email regexp "@(gmail|yahoo|hotmail).com$".

Email Read shows only published parent emails. Email Read (including AB test variants) shows parent emails plus all AB test variants. Use Email Read for standard targeting and Email Read (including AB test variants) for AB test performance analysis.

Email Read Count and Email Read Date are aggregate filters that evaluate across all emails sent to a profile. Email Read, Email Sent, and Email Clicked are email-specific filters where you select which email or emails to check.

Use aggregate filters for general engagement analysis and email-specific filters for campaign-based segmentation.

To filter guests within a date range, add two separate filters:

Day In (Loyalty Join Date), Day Out (Loyalty Join Date), and Book Time (Loyalty Join Date) compare reservation dates against when the guest joined the loyalty programme.