Creating an AI Segment

Step 1: Navigate to Segments

1. NavigateLog in to OptCulture and navigate to Audience > Segments in the left menumenu.

   and
click

2. Click the + Add new tobutton start.in the top-right corner of the Segments dashboard.

Step 2: Choose Your Starting Point

You can build a segment from scratch or choose a pre-configured template (such as Lapsed Top-Tier Members or Unredeemed Points Nudge). To build a custom predictive segment:

• Click Build your own on the right side of the screen.

Step 3: Select AI Segment Type

AClick pop-upAI Segment (BETA) to access predictive metrics like churn risk and modeled lifetime value.

 

Step 4: Define Segment Details & Time Window

1. Enter a Segment Name and an optional Description.

2. Review the Next Predictive Refresh date to see when your model scores will appearupdate promptingnext.

   you

3. Review your Brand Horizon (the default forecast window automatically calculated from your brand's average days-between-purchases).

Step 5: Configure Predicted Behaviour Rules

Under the Predicted Behaviour section, build your rule conditions using the four setup dropdowns:

1. Select Field: Pick one of the 5 predictive metrics from the dropdown list.

2. When (Time Window): Choose your evaluation window—such as Brand Horizon (210 days), 30 days, 60 days, 90 days, 180 days, 360 days, or Next Month.

3. Select Operation: Select an operator like is, is not, less than, more than, or between.

4. Enter Value / Select Tier:

   • For Churn Probability, select a qualitative risk level (e.g., Highly Likely to Churn / At Risk).

     

   • For Purchase Probability, select a readiness tier (e.g., Possible, Below Average, Dormant / Cold Lead).

     

   • For Predicted Value of Next Purchase or Predicted Lifetime Value (CLV), choose betweenan twooperator segmentlike types.more Selectthan and enter a numeric dollar value (e.g., 5000).

     Simple

   • For Predicted RFM Segment, pick a forward-looking tier (e.g., Champions, Loyal Customers, Potential Loyalists).

     

Step 6: Review Reachable Counts & Save

1. Click the refresh icon next to buildEstimated aTotal newContacts segmentto frompreview scratchaudience using specific filtering rules.size.

2. 
   Review the breakdown of Email Contacts and Mobile Contacts.

3. Click Save in the top-right corner to save your segment.