How to create and manage segments
Last updated: October 9, 2026
Segments are saved groups of students defined by one or more rules — for example, all students whose destination country is Canada, or everyone on a particular program type. You create a segment once and reuse it to organise your pipeline, target communications, and automatically assign offerings to quotes.
Where to find segments
Go to Settings → Recruitment → Segments. The page lists your existing segments, each with edit and delete controls, and an Add new segment button.
Create a segment
- Click Add new segment.
- Enter a Segment Name.
- Under Rules, click Add Rule and build a condition:
- Add more rules with Add Rule to narrow the segment further. A student is included when they match the rules.
- Click Save. Save stays disabled until the segment has a name and at least one complete rule.
Edit or delete a segment
From the Segments list, use the pencil icon to edit a segment's name or rules, or the trash icon to delete it.
Where segments are used
A saved segment can be reused as a Saved configuration when you set up automatic assignment on an offering, so the offering is only added to quotes for students who match the segment.