If for example in a CRM I would like to create a segment for a specific set of clients
eg revenue > 10k
Any ideas on how to how to setup a (dynamic?) segment, so the segment is configurable and if a client is updated is automatically added to that segment?
Would prefilters do the trick? When configuring a record list you can define a filter which is applied as a base (in your case
revenue > 10k)
Well yes for displaying lists
But i would also like to add a button for example ‘do task on this segment’ , or get a notification/trigger when a client is added/removed from segment, so i can act on it.
But iam struggeling with comming up with a dynamic setup.
Also related, would like to use more CDP (Customer Data platform) like functions, for example a segment where in the last few weeks > X hits on the platform.
I know i can add a field with hits_in_last_weeks but it’s a bit hard to maintain and add this dynamically / keep them up to date especially without joins.