> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reach.raysium.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Segments

> Step-by-step guide to creating segments in Reach

## Creating a New Segment

To create a segment, click the **"Create Segment"** button from the segments page.

<Note>
  Screenshot placeholder: Add a screenshot showing the "Create Segment" button
</Note>

## Step-by-Step Creation

### Step 1: Basic Information

#### Segment Name

Enter a descriptive name for your segment. Good segment names:

* Clearly identify the segment's purpose
* Are easy to remember
* Help team members understand the segment

**Examples:**

* "High Priority Leads"
* "Campaign A Participants"
* "US-Based Leads"
* "Responded Last Week"

#### Description

Optionally add a description explaining:

* Segment purpose
* Why leads are included
* How the segment is used
* Notes for your team

#### Color

Choose a color to visually identify the segment:

* Click the color picker
* Select a color
* Or enter a hex color code
* Color appears in segment list and badges

<Info>
  Use colors to visually organize segments. For example, use green for high-priority segments and blue for geographic segments.
</Info>

### Step 2: Add Rules

Rules define which leads belong to the segment. A lead must match ALL rules to be included.

#### Adding a Rule

1. Click **"Add Rule"** button
2. Select the field to check
3. Choose the operator
4. Enter the value
5. Rule is added to the segment

<Note>
  Screenshot placeholder: Add a screenshot showing the rule creation interface
</Note>

#### Rule Components

**Field:**

* What to check (source, status, custom field, etc.)
* Select from dropdown
* Includes standard and custom fields

**Operator:**

* How to compare (equals, contains, greater than, etc.)
* Available operators depend on field type
* Select from dropdown

**Value:**

* What to compare against
* Enter value or select from options
* Format depends on field type

#### Multiple Rules

Add multiple rules to create complex segments:

* All rules must match (AND logic)
* Each rule narrows the segment
* More rules = more specific segment

**Example:**

* Rule 1: Source equals "Campaign A"
* Rule 2: Status equals "Active"
* Rule 3: Custom field "Priority" equals "High"
* Result: Active leads from Campaign A with High priority

### Step 3: Review and Save

Before saving, review:

* Segment name and description
* All rules are correct
* Rule values are accurate
* Color is appropriate

Click **"Create Segment"** to save. The segment will:

* Be created immediately
* Start calculating membership
* Show member count when ready
* Be available for campaigns

## Rule Examples

### Simple Rules

**Source-based:**

* Field: Source
* Operator: Equals
* Value: "Campaign A"

**Status-based:**

* Field: Status
* Operator: Equals
* Value: "Active"

**Tag-based:**

* Field: Tags
* Operator: Contains
* Value: "VIP"

### Date-based Rules

**Created Date:**

* Field: Created Date
* Operator: After
* Value: "2024-01-01"

**Last Contact:**

* Field: Last Contact
* Operator: Before
* Value: "2024-12-31"

### Custom Field Rules

**Text Field:**

* Field: Custom Field "Company"
* Operator: Contains
* Value: "Tech"

**Number Field:**

* Field: Custom Field "Revenue"
* Operator: Greater Than
* Value: "100000"

**Dropdown Field:**

* Field: Custom Field "Industry"
* Operator: Equals
* Value: "Software"

### Campaign-based Rules

**Campaign Participation:**

* Field: Campaign Participation
* Operator: Participated in
* Value: \[Select Campaign]

**Campaign Response:**

* Field: Campaign Response
* Operator: Responded to
* Value: \[Select Campaign]

## Complex Segments

### Multiple Conditions

Combine multiple rules for precise targeting:

**Example: High-Value US Leads**

* Rule 1: Country equals "US"
* Rule 2: Custom Field "Revenue" greater than "50000"
* Rule 3: Status equals "Active"
* Rule 4: Tags contains "Enterprise"

### Date Ranges

Use date rules for time-based segments:

**Example: Recent Leads**

* Rule 1: Created Date after "2024-01-01"
* Rule 2: Created Date before "2024-12-31"

Or use "Between" operator:

* Field: Created Date
* Operator: Between
* Value: "2024-01-01"
* Value 2: "2024-12-31"

## Testing Segments

### After Creation

Once created, segments automatically:

* Calculate initial membership
* Show member count
* Update as lead data changes

### Verify Membership

1. Expand the segment
2. View member list
3. Check if expected leads are included
4. Verify rules are working correctly

### Adjust Rules

If membership doesn't match expectations:

1. Edit the segment
2. Review rules
3. Adjust rule values
4. Refresh segment
5. Verify again

## Tips for Creating Segments

1. **Start Simple**: Begin with basic rules, add complexity as needed
2. **Test Rules**: Verify rules match expected leads
3. **Use Descriptions**: Document segment purpose
4. **Name Clearly**: Use descriptive names
5. **Review Regularly**: Update segments as needs change
6. **Monitor Size**: Watch segment size for performance

## Common Mistakes

1. **Too Many Rules**: Over-complicating segments
2. **Wrong Operators**: Using incorrect operators for field types
3. **Missing Values**: Not entering rule values
4. **Unclear Names**: Using vague segment names
5. **Not Testing**: Not verifying membership after creation

## Next Steps

After creating your segment:

<Card title="Segment Rules" icon="filter" href="/segments/segment-rules">
  Learn about all available rules and operators
</Card>

<Card title="Managing Segments" icon="settings" href="/segments/managing-segments">
  Learn how to manage and optimize your segments
</Card>