A Static Segment is a fixed list of users that does not change unless you manually add or upload new users.
Commonly used across email service providers (ESPs), a static segment is essentially a labeled collection of contacts—such as email addresses—that you can manage manually.
Static Segments are ideal for building targeted audiences you want to consistently reach through automated flows, campaigns, or one-off messages.
You can use Dynamic and Static segments in Email, Web Push, WhatsApp, SMS, Architect, and Web Templates products.
You can find answers to the following questions in this article:
Use cases
Static Segments help build targeted lists that don’t change automatically:
List Cleaning: Exclude users who received but did not open your last 20 emails.
Cross-Selling: Identify a segment of people who have purchased a specific product but have not bought one or more related products.
Marketing Campaigns: Reach users who have never purchased from a category or visited certain pages.
Loyalty Programs: Identify customers who spent above a certain threshold.
Using the Static Segment, you can import your users' phone numbers to the InOne panel. You can also utilize a contact list. However, while uploading a contact list, ensure that the email address is included as the identifier within the file. If your identifier is not email, use a static segment instead of a contact list.
Static Segments Listing Page
To view the Static Segments listing page, navigate to Audience > Segments > Static Segments. You can find the following details of your Static Segments on this page:
Select Tags: Displays the segments based on the tags.
Search: Describes the search criteria. You can search for a segment by email, name, UUID, or phone number.
Segment ID: Displays a unique ID to differentiate the segments.
Name: Specifies the name of the segment you assign while creating segments. When you click the Segment Name or Filters, you are redirected to the Details page.
Created On: Specifies the creation date of the segment.
Tags: Displays the tags that you have assigned.
Export: Exports the details of the dynamic segment to a CSV file.
Update Count: Updates the segment upon click. This is a manual process when you use a static segment.
Add Users: Adds users to the segment.
Menu (three vertical dots): If you click the menu against a segment, you can see the following options:
Pin to Top: Use it to pin the selected dynamic segment at the top. If the dynamic segment is already pinned, this becomes Unpin.
Edit Tags: Use it to edit the tags assigned to the segment.
Duplicate: Use it to clone a segment to run some experiments. You can change the name by clicking the segment name and editing the input field.
Delete: Use it to remove a segment permanently.
Click Update Count to get the most up-to-date profile numbers. The listing page uses caching, so numbers may not always be live.
You can add additional users to your previously saved Static Segment lists by clicking the Add Users button.
Static Segment Details Page
You can find the following details of your Static Segments on this page:
Segment Name: Displays the name of the segment that you assigned. You can also search for the segment by entering the name.
Segment ID: Displays a unique ID to differentiate the segments.
Search: Enter an email address for the search.
Total Counts: Displays the total user count. You can also refresh the count to check.
Profile ID: Displays the profile ID of each user.
Email: Displays the user's email address.
Created On: Displays the creation date of the user profile.
Last Updated: Displays when you last updated the user data manually.
Learn More: Displays detailed information about the user profile.
Delete: Deletes the user profile data.
View Profile option has restricted access. If you have limited access to the panel, the email addresses are displayed as muted values. To get access, contact your account administrator.
Create a Static Segment
To create a Static Segment to narrow down your users,
Click the Create button on the top right of the screen.
Enter a short, descriptive name and click the Create button. You can also select tags or create new ones to use as a filter later on.
When uploading the static segment, you must select at least one identifier to add and match user data.
After selecting which identifiers match user data, you need to upload a CSV file. Ensure that you fill in the last two checkboxes to confirm that all users on the list have permission.
The time it takes to upload a list may vary depending on the number of rows, columns, and the file size.
Check if each column is assigned the correct field name and type. You can use the Clear option to not use the columns. The following points should be taken into consideration while importing contacts:
The first three rows after the headers should be filled in, matching the headers you want to import.
To add a date to the document, the date format must be YYYY-MM-DD.
The identifier field name must be matched.
Different columns cannot be assigned to the same field.
While uploading data, only the first three contacts in your document are validated. Therefore, if your file document contains another incorrect row, the contact information will be wrong in the system. Please prepare the document correctly to have a clean set of data.
Phone numbers must be in E.164 format only.
Array-type attributes (string arrays or multi-value fields) cannot be uploaded via CSV. Ensure all uploaded attributes are single-value before uploading the CSV file.
When you select the “Authorized to process the uploaded users’ data” checkbox, you are confirming that you have the necessary permission to upload and process this data within the platform.
Once you have matched all the data you want to upload, click the Save and Continue button to proceed.
If you upload a brand new user, the user will be created with the identifiers you selected.
If you upload an existing user, the old user will get updated with the new attribute values.
If you upload a user with new attributes that did not exist before, attributes will be created for the user, so their profile will be updated.
If your data contains non-UTF-8 characters, any code injections (website links with “question marks (?)”, line breaks, or extra commas) will result in a warning.
You can refer to the video below to better understand how to create a Static Segment:
Investigate upload issues
When you click on Download the issues file, you will receive a file including the issue explanations right next to each column that you have created in your file. Each column value will have a corresponding explanation of the issue next to its cell. See below the issue explanations:
#No Issues#: The cell doesn't have any issues.
#Non-UTF-8 Character Coding#: The cell has Non-UTF-8 character encoding.
#Computer Code#: The cell has a Code Injection Error. If the cell contains a URL with question marks (?) and the data type is incorrect, this message is displayed.
#Line Breaks#: The cell contains a line break.
#Additional Commas#: The cell contains an extra comma.
Example issues file (note that the values shown are not absolute):
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After reviewing your mistakes in the issue file, you can update and reupload your previously uploaded data fields.
In the Match Fields step, you see if the fields in your CSV file match correctly. Next to your fields, you see a Label. It means that your attribute will be inserted as an identifier. Ensure that your identifier is unique.
In the Upload step, you will see the summary screen. However, this does not imply that the processing of the contacts is over. You will receive an email after the file processing is complete. You will see the invalid emails listed in the upload confirmation email.
Once you save your segment, you can see the filters inside it on the listing screen and use your segment in products, working with UCD.
Click Update Count to get the most up-to-date profile numbers. The listing page uses caching, so numbers may not always be live.
You can add additional users to your previously saved Static Segment lists by clicking the Add Users button.
Interpret the upload summary email
After you upload the CSV file to create a static segment, you will receive an upload summary email stating the errors in the file.
You can refer to Interpret the User Upload Summary Email for more information.
Review and manage your Static Segment
To access the Static Segment overview page, click on the segment name from the listing page.
On the Overview page, you can see all users included in the selected static segment.
Search for a user: Use the search bar to find a specific user quickly.
View user details: Click the Profile icon next to a user’s name to open their profile.
View Profile option has restricted access. If you have limited access to the panel, the email addresses are displayed as muted values. To get access, contact your account administrator.
To ensure you’re viewing the most recent data, click Refresh. This updates the user count and displays the latest list of users in the static segment.
To remove a user from a static segment, click Remove next to their entry.
Reachability by Channel
To view the number of reachable users per channel for this static segment, click the Reachability icon.
The currently estimated reachable number of users by the channels is listed:
Total Audience is the number of users in the selected static segment.
Reachable user count: This is an estimate based on sample data to give you an idea before sending your campaign. The exact number will be shown at the Launch step of your campaign.
Channels displayed: Only channels enabled in your panel are shown. If a channel is enabled but has no reachable users, it will display N/A.
Updating reachability: If you’ve added new users or want the latest data, click Update Reachability by Channel. You can update once every five minutes.