Audience Templates

Audience templates are pre-built audience definitions for common segmentation use cases. Instead of building filter conditions from scratch, you can start from a template, customize it for your data, and save it as a new audience.

How Templates Work

Each template provides:

• A name and description explaining the segment’s purpose
• Pre-configured filter conditions using common trait and attribute patterns
• Suggested traits — the traits that the template expects to exist on your entity type

When you apply a template, the audience builder opens with the filter conditions pre-filled. You then map the template’s expected traits to your actual trait names, adjust thresholds, and save.

Available Templates

High-Value Customers

Customers with above-average spending who drive a disproportionate share of revenue.

Default conditions:

• lifetime_value greater than 75th percentile
• order_count greater than or equal to 3

Suggested traits: lifetime_value, order_count

Use cases: VIP programs, premium support tiers, loyalty rewards, exclusive promotions.

Churning Customers

Previously active customers who are at risk of leaving based on declining engagement or purchase frequency.

Default conditions:

• days_since_last_purchase greater than 60
• order_count greater than or equal to 1
• days_since_last_login greater than 30

Suggested traits: days_since_last_purchase, order_count, days_since_last_login

Use cases: Win-back campaigns, retention offers, churn prevention outreach.

New Customers

Customers who recently signed up or made their first purchase.

Default conditions:

• days_since_signup less than or equal to 30
• order_count less than or equal to 1

Suggested traits: days_since_signup, order_count

Use cases: Onboarding sequences, welcome campaigns, first-purchase incentives.

Repeat Buyers

Customers who have made multiple purchases, demonstrating ongoing engagement.

Default conditions:

• order_count greater than or equal to 2
• days_since_last_purchase less than 90

Suggested traits: order_count, days_since_last_purchase

Use cases: Cross-sell campaigns, loyalty programs, referral incentives.

Inactive Customers

Customers who have not engaged with your product or service for an extended period.

Default conditions:

• days_since_last_login greater than 90
• days_since_last_purchase greater than 180

Suggested traits: days_since_last_login, days_since_last_purchase

Use cases: Re-engagement campaigns, account cleanup, subscription renewal reminders.

High Engagement

Customers who are actively using your product based on session frequency and duration.

Default conditions:

• sessions_last_30_days greater than 10
• avg_session_minutes greater than 5

Suggested traits: sessions_last_30_days, avg_session_minutes

Use cases: Beta program invitations, power user research, upsell opportunities.

Low Engagement

Customers who have an account but are barely using the product.

Default conditions:

• sessions_last_30_days less than or equal to 2
• days_since_signup greater than 14

Suggested traits: sessions_last_30_days, days_since_signup

Use cases: Onboarding improvement, activation campaigns, product feedback surveys.

Free-to-Paid Conversion Candidates

Free-tier users who show behavior patterns similar to customers who have upgraded.

Default conditions:

• plan_type equals "free"
• sessions_last_30_days greater than 5
• feature_usage_count greater than 10

Suggested traits: sessions_last_30_days, feature_usage_count

Use cases: Upgrade prompts, trial extension offers, feature gating.

Geographic Segments

Customers in specific geographic regions. Multiple variants are available:

• North America: country in ["US", "CA"]
• Europe: country in ["UK", "DE", "FR", "ES", "IT", "NL", ...]
• APAC: country in ["AU", "JP", "SG", "IN", "KR", ...]

Use cases: Region-specific campaigns, timezone-aware messaging, localized content.

Email-Reachable Customers

Customers who have a valid email address and have not opted out of email communications.

Default conditions:

• email is not null
• email_opt_out is false (or email_opt_out is null)

Suggested traits: None (uses entity attributes)

Use cases: Email campaign targeting, ensuring deliverability, compliance filtering.

Using a Template

Step 1: Browse Templates

Navigate to Segment > Audiences and click Use Template (or navigate to Segment > Audience Templates). Browse the available templates by category or search by name.

Step 2: Select a Template

Click on a template to see its description, default conditions, and suggested traits. Review whether the template matches your use case.

Step 3: Apply the Template

Click Use This Template. The audience builder opens with the template’s conditions pre-filled.

Step 4: Map Traits

If the template references traits that don’t exist with those exact names in your workspace, you’ll be prompted to map them. For each expected trait, select the corresponding trait from your entity type.

For example, if the template expects lifetime_value but your trait is called customer_ltv, map lifetime_value to customer_ltv.

Step 5: Customize

Adjust the template’s default conditions to fit your needs:

• Change thresholds (e.g., lifetime_value > 500 instead of the default 75th percentile)
• Add or remove conditions
• Change the AND/OR logic

Step 6: Save

Give the audience a name, set a schedule, and save. The template is now a fully independent audience — changes to the template don’t affect saved audiences.

Creating Custom Templates

Custom templates let you standardize common segment definitions across your team. Define the filter conditions, document the purpose, and share with your workspace.

Next Steps

• Creating an Audience — Build an audience from scratch
• Filter Builder — Customize template conditions
• Traits — Create the traits that templates depend on