Segments

Segments are dynamic groups of clients who share something in common — they've attended a certain number of classes, have an active membership, haven't booked in 30 days, etc. Unlike static lists, segments update automatically as client data changes.

You can use segments to:

• Target a broadcast to a specific audience
• Filter your client list in the dashboard
• Understand behavior patterns (e.g., who's at risk of churning)

Create a segment

1. Go to Clients → Segments
2. Click Create new segment
3. Name the segment
4. Add conditions

Condition types

User data conditions filter on what clients have or are:

Condition	What it filters
Client Attribute	Clients based on specific client account behaviors, such as account creation date, last visit, or email opt-in status
Client Custom Field	Clients based on custom fields configured in client settings
Tags	Clients with a specific tag on their profile
Pricing option	Clients based on their purchase history — active, expired, never purchased, etc. You can filter by specific option name, type (pack, subscription, bundle), or intro offer status

Event conditions filter on what clients have done:

Condition	What it filters
Booked reservation	Booked at least / exactly / fewer than X times
Canceled reservation	Canceled at least / exactly / fewer than X times
Attended reservation	Attended at least / exactly / fewer than X times
Watched on-demand	Viewed on-demand content at least / exactly / fewer than X times

Marketing email conditions filter on how clients have engaged with your emails:

Condition	What it filters
Email delivered	Clients who had an email successfully delivered to their inbox
Email opened	Clients who opened a marketing email
Email clicked	Clients who clicked a link in a marketing email
Email bounced	Clients whose email address returned a bounce

Each event condition supports time filters:

• Over all time — all-time count
• Relative dates — in the last X days, not in the last X days, between X and Y days ago
• Absolute dates — after a specific date, before a specific date, between two dates

Combining conditions: AND vs OR

When you add multiple conditions, choose how they combine:

Logic	What it means
All (AND)	Client must meet every condition — more specific
At least one (OR)	Client meets any one condition — broader

Example: Tags = "Intro Offer Buyer" AND Pricing Option = has never purchased a subscription → clients who bought an intro offer but haven't converted to a membership.

Use segments in broadcasts

When creating an email, SMS, or push broadcast, under Who should receive this, scroll to Custom Segments and select your saved segment.

Built-in segments

Arketa includes predefined segments you can use without creating anything:

Segment	Who's in it
Leads	0 purchases and 0 reservations
Intro offer	Has an active, non-canceled intro offer with credits remaining
Bought membership in last 7 days	Purchased a subscription in the past 7 days
Active member	Has a paid, active subscription (not trial, not set to cancel)
Member	Has any subscription that isn't canceled
Retention	Has a subscription expiring within the next 7 days

These appear in the client list filter and as broadcast audience options.