Segments
Last Updated: 2025-12-02 10:22 UTC
Personas: Controller / A/R Manager
What you'll learn
- Define criteria that group invoices for targeted cadences.
- Preview eligible invoices before publishing.
- Apply Autopilot safety rules per segment.
Step-by-step
- Create a new segment.
- Go to Admin → Segments and click New Segment.
- Choose filters such as aging bucket, balance range, industry, region, or customer score.
- Preview eligibility.
- Use the live preview table to confirm which invoices match. Export the preview if you need to share with stakeholders.
- Adjust filters until the coverage and risk profile align with your goal (e.g., SMB 1-30 vs. Enterprise 60+).
- Assign policies and Autopilot rules.
- Select the cadence version each segment should use.
- Decide whether the segment starts in Shadow Mode or Autopilot; configure send caps and quiet hours overrides if needed.
- Publish and monitor.
- Save the segment and monitor the Segment Health widget for coverage, bounce rates, and promise adherence.
- Document rationale in segment notes, especially for high-risk or manual segments.
Success checks
- Each segment has clear entry/exit criteria and aligns with an appropriate cadence.
- Previews confirm high data quality (contact coverage, accurate balances).
- Autopilot is only enabled when guardrails are met and monitored.
Common pitfalls
- Overlapping segments. Avoid duplicate targeting by using mutually exclusive criteria.
- Ignoring coverage. Segments with <70% contacts should be fixed before publishing.
- Set-and-forget. Review segment health weekly to adjust for changing portfolio risk.