/dm:segment-audience

Purpose

Create or update audience segments in the brand's CRM or email platform based on behavioral, demographic, or engagement criteria. Segments can be used for ad targeting, email campaigns, retargeting, or personalization. Ensures segments are well-defined, properly sized, actionable across platforms, and documented with clear criteria for reproducibility — so the team can understand exactly who is in a segment and why. Supports RFM (recency, frequency, monetary) modeling, lifecycle-based segmentation, and predictive scoring criteria for advanced audience strategies.

Use this command to build targeting audiences before campaign launches. For importing new contacts into the CRM first, use /dm:lead-import. For exporting segment member data to external tools, use /dm:data-export after segment creation.

Input Required

The user must provide (or will be prompted for):

• Segment criteria: The rules that define segment membership — demographics (age, location, job title, company size, industry), behaviors (pages visited, emails opened, links clicked, purchases made, events attended), engagement levels (active last 30/60/90 days, lapsed, at-risk, churned), purchase history (recency, frequency, monetary value, product category), lifecycle stage (subscriber, lead, MQL, customer), or custom field filters
• Target platform: Where the segment will be created — CRM (Salesforce, HubSpot, Zoho, Pipedrive), email platform (ActiveCampaign, Mailchimp), or ad platform (Meta Custom Audiences, Google Ads Customer Match, LinkedIn Matched Audiences, TikTok Custom Audiences)
• Segment name: A descriptive, standardized name following the brand's naming conventions — e.g., "High-Value-Customers-Last-90d" or "MQL-SaaS-Enterprise-US"
• Segment purpose: How this segment will be used — email campaign targeting, paid ad audience, retargeting pool, personalization cohort, suppression/exclusion list, lookalike seed audience, or cross-sell/upsell targeting
• Dynamic vs. static: Whether the segment should auto-update as contacts meet or leave criteria (dynamic/smart list) or remain fixed at time of creation (static/snapshot) — dynamic for ongoing campaigns, static for one-time sends or point-in-time analysis
• Refresh frequency (if dynamic): How often the segment membership should be recalculated — real-time (event-triggered), daily, weekly, or on-demand before each campaign send