Dynamic segments

Define rules that keep a segment up to date as contacts change.

A dynamic segment is a saved set of rules: “active members”, “hasn’t visited in 30 days”, “spent over $500”. Helios evaluates the rules continuously, so the segment always reflects who matches right now. Send a blast to a segment and it goes to whoever qualifies at send time.

Create a segment

From Lists & Segments, click Create list and choose Dynamic Segment. Name it, then build the rules.

The segment builder

Building rules

Click Add criteria to open the property picker. There are two kinds of rule:

Properties about someone: facts on the contact record (name, tags, membership status, custom properties, and anything your integrations sync in).
What someone has done: events (visited, purchased, booked a class, submitted a form). Event rules can count occurrences (“at least once”, “greater than 3”) and be scoped by the event’s own properties.

Rules combine two ways:

Criteria inside a group are joined with and: the contact must match all of them.
Add condition group adds an or group: the contact matches if any group matches. Each group’s header reads match all.

Operators

Available operators depend on the property type:

Type	Operators
Text	Exists, Contains, Equals, Does not equal, Includes any, Does not include any
Number	Equals, Does not equal, Less than (or equal to), Greater than (or equal to), Exists
Date	Exists, In the last, In the next, Exactly … ago, In exactly …, Before, After
Boolean	Exists, Equals / Does not equal (True / False)
Events	At least once, Exactly, Greater than (or equal to), Less than (or equal to)

Relative date operators (In the last 30 days, Exactly 7 days ago) are what make segments self-updating: a “lapsed members” segment stays accurate every day without you touching it.

Live preview

As you edit rules, the Matching customers section below the builder shows a sample of five matching contacts and the total count. If it reads No matching customers, loosen a rule. The helper text suggests widening the audience. When the preview looks right, click Save segment.

Editing a segment

Open the segment and use the rules summary at the top to jump into the editor. Changes apply immediately: anything referencing the segment (blasts, flow triggers) picks up the new membership automatically.

Example segments

New leads: Created date In the last 7 days, and Membership status Does not equal Active
Win-back: Last visit Before 60 days ago
VIPs: Total spend Greater than 500, or event Class attended Greater than 50

If an integration like Mindbody or Mariana Tek is connected, prebuilt versions of common segments are available as templates.