The CRM Segment Connector gives Evo Researcher direct, live access to your hotel CRM's audience segmentation engine. You can research, build, manage, and monitor segments entirely within Evo Researcher, without switching tools.

Evo Researcher has full read-write access to your CRM's segmentation engine. You can look up, analyse, create, edit, publish, unpublish, refresh, and delete segments, all through natural language conversation.

Find out what segments already exist before building something new. Search by name, filter by published or global status, and see contact counts at a glance.

Preview how many contacts would match a proposed set of filter rules without saving anything. Test ideas safely before committing.

Inspect the exact filter logic behind any segment, including what fields, operators, and values are used, and see what emails or reward rules are linked to it.

Create new segments with full filter logic, names, aliases, tags, reward rules, and publish settings, all through a conversation with Evo.

Edit existing segments, update filter criteria, publish or unpublish, refresh on demand, or delete segments you no longer need.

Check when a segment was last refreshed, track contact growth over time, and identify segments that are stale, empty, erroring, or never refreshed.

Browse the full catalogue of available filter fields, including guest profile, reservation data, loyalty, preferences, and RFM scores, and see valid operators and values for each.

Search and create segment tags to keep your library organised. Bulk-refresh or bulk-delete multiple segments at once.

Get proactive alerts for failed or stalled segment refreshes, so you can act before campaigns are impacted.

Every segment in the CRM has the following core properties.

Each filter item has five key parts.

Date fields such as Reservation Stay Through, Birthday, and Book Time have a two-step value selection. First choose an operator, then choose how to express the value.

CRM segments use a flat list of filter items, each joined to the next by a glue value of and or or. Three valid structures are supported.

Pure AND chain: all filters joined with and. A contact must match every condition. Example: Checked-out AND OTA channel AND not unsubscribed.

Pure OR chain: all filters joined with or. A contact must match at least one condition. Example: Email = A OR Email = B OR Email = C.

OR-separated AND groups: groups of AND conditions separated by an or. The OR appears on the last row of each group, connecting to the first row of the next. Example: (Lapsed AND High-Stays) OR (Lapsed AND High-Revenue).

lead (Guest Profile): fields on the guest record including name, email, birthday, city, country, language, gender, loyalty tier, loyalty member ID, DNC status, lifetime stays, RFM scores, UDF fields, tags, and more.

reservation: fields on reservation records including status, booking channel, book time, stay-through date, hotel ID, and other booking attributes.

Preview counts are live. They run against the current data without saving anything.

You can describe a segment in plain language and Evo will translate it into the correct filter logic, validate all field IDs and values against the live catalogue, and create it. Here are some examples.

OTA Win-Back: "Create a segment called OTA Win-Back for guests who have a past reservation made on the OTA booking channel with a checked-out status, do not have an email opt-out, and are not enrolled in the loyalty programme."

Lapsed High-Value Win-Back: "Create a win-back segment for lapsed high-value guests. Their last stay should be between 12 and 36 months ago, and they should either have three or more lifetime stays, or lifetime revenue above [threshold]. Exclude anyone who has unsubscribed from email."

Loyalty Tier Progress: "Build a segment for loyalty members who are not yet at the top tier and are close to qualifying for the next tier by stays, nights, or spend, and whose qualifying credits expire before the end of the programme cycle."

First-Timer Nurture: "Create a segment for guests who have had exactly one stay in the last 12 months, are not enrolled in the loyalty programme, and have not unsubscribed from email."