How to build customer segments that update themselves
Marketing to “everyone” works for no one. RushFlow’s Segments are dynamic, saved-filter groups of customers — by lifetime value, order count, days since last purchase, VIP status, tag, group, location and more — with live counts and members that update themselves as customers change. A lightweight automation engine can then auto-tag, group or flag the members.
Step by step
- Build a segmentWeb: CRM → Segments & Automation → New. Add rules (field + operator + value), choose match all or any, and watch the live preview count and members update.
- Save itSave the segment; because membership is evaluated live, customers move in and out automatically as their behaviour changes — you never rebuild the list.
- Automate (optional)Add automation rules to add/remove a tag, assign a group, set VIP, or add a note to members — a hands-off way to keep your customer base organised.
What automation does (and doesn’t) do
Segment automation acts inside RushFlow — it tags, groups, sets VIP and adds notes (each also logged on the customer’s timeline). It does not send emails or SMS itself; use it to keep segments tidy and to feed the rest of your workflow.
Frequently asked questions
Can I build customer segments that update automatically?
Yes. Segments are dynamic saved filters with live counts; members move in and out automatically as customers change, with no manual rebuild.
Does segment automation send emails or texts?
No. Automation acts inside RushFlow — it tags, groups, sets VIP and adds notes to members; it does not send email or SMS.
Ready to run your business on RushFlow?
Start a free trial, or explore the live demo — no credit card needed.
Create your account →