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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Segments page at /ce/segments is the management interface for contact segments, which group contacts by shared criteria for use in campaigns and sequences.

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Overview

Navigating to /ce/segments loads SegmentsPage, gated by ce.segments.view. The page shows a search field and a grid of segment cards, each displaying name, active/inactive badge, member count, and last calculated date. The New Segment button opens SegmentFormDialog. The page is gated by ce.segments.view.

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Who it’s for

Permission required: ce.segments.view. Creating segments requires ce.segments.create (enforced within SegmentFormDialog).

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Before you start

  • An organization context must be resolved for data to load.
  • Contact records must exist before segments can have members.

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Steps

1

Open Segments

Navigate to /ce/segments from the CE sidebar.
2

Search segments

Type in the search field to filter segment cards by name.
3

Create a segment

Click New Segment to open SegmentFormDialog. Define the segment criteria, name, and description, then save.
4

Review a segment card

Each card shows the segment name, active/inactive status, member count, and the date the membership was last recalculated.

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Key concepts

  • Member count — The number of contacts currently matching the segment’s criteria, shown as member_count on each card.
  • Last calculated — The timestamp of the most recent segment membership recalculation (last_calculated_at).
  • Active / Inactive — Only active segments are shown as available for campaign or sequence enrollment.

Community Engagement

Community Engagement core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/SegmentsPage.tsx
  • src/cores/ce/hooks/useSegments.ts
  • src/cores/ce/components/segments/SegmentFormDialog.tsx