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Managing Segments

Once a segment exists, you'll edit, copy, compare, and occasionally delete it. This page covers the maintenance workflows that keep your segment library tidy.

Editing a Segment​

Click any segment in the list to open its detail view. Update the name, description, or rules, then click Save Rules. Changes take effect immediately and membership recalculates in the background.

Inactive segments can still be edited — useful when staging changes that you'll roll out by toggling the segment to active later.

Activating and Deactivating​

Toggle the segment's Active switch to pause or resume rule evaluation. Inactive segments keep their rule configuration but show a 0 count and don't appear as targets for triggers, exports, or campaign automations until reactivated.

Use deactivation when:

  • You're staging a new segment that will go live with a campaign launch.
  • You're temporarily pausing a segment during a data backfill or migration.
  • You want to keep the segment's configuration around for reference without it firing automations.

Copying a Segment​

To clone a segment as a starting point for a variation:

  1. In the segment list, click the Copy icon next to the segment.
  2. kenbun creates a duplicate with the same rules.
  3. Open the copy to rename it and tweak the rules.

This is the right pattern for building regional or vertical variants of an existing segment. For example, copy "Sales-Ready Enterprise" and add a region filter to make "Sales-Ready Enterprise EMEA."

Deleting a Segment​

Click the delete icon next to a segment to remove it. You'll be asked to confirm — deletion removes the segment, its rules, and any associations with triggers or notifications. Members aren't deleted (they stay as leads/accounts); they just lose their segment label.

Deletion can't be undone, so if you might want the segment back later, consider deactivating instead.

Exporting Members​

From a segment's detail view, click Export Leads (or Export Accounts for account segments) to download a CSV of all current members. The export includes:

  • Lead/account ID
  • Alias / email
  • Engagement, profile, and account scores
  • Creation date

Exports are dynamic snapshots — you get the segment's membership at the moment of export.

Comparing Two Segments​

When you want to see how much two segments overlap — for example, "Hot Leads" and "Enterprise Accounts" — kenbun gives you two ways to start a comparison:

From a single row. Hover over a segment, click the ⋯ (More Actions) icon, and select Compare with…. A picker lists all other segments — choose one to open the Segment Overlap dialog.

From multi-select. Check exactly two segments in the list and click the Compare button that appears in the toolbar.

The Segment Overlap dialog shows:

  • A Venn diagram with two circles sized proportionally and shaded where they overlap. Each circle is labeled with the segment name and lead count; the shared count appears in the intersection.
  • A summary line showing how many leads appear in both segments and what percentage that represents of each segment's total.
  • A data table with the totals and shared counts side by side.
  • An Export CSV button (when there's at least one shared lead) that downloads the intersection.

Use this to identify redundant segments, confirm that a campaign won't double-message someone, or scope a play that targets the intersection of two audiences.

Most Overlapped Segments Widget​

A segment's detail page includes a Most Overlapped Segments widget below the description. It surfaces up to three other segments with the highest membership overlap, including the shared lead count and overlap percentage. Click any segment name to jump to it. Click Show more to expand the list.

This is the fastest way to spot closely related segments without leaving the page you're on.

Membership Trend Indicator​

The segment list shows a 7-day trend next to each member count:

  • A green upward arrow means the segment gained members in the past week.
  • A red downward arrow means it lost members.
  • No arrow means net zero change.

Use this to spot segments that are growing or shrinking unexpectedly — a sudden drop on a stable segment usually points at a broken mapping or a rule the system can't satisfy anymore.