Segments & Dynamic Groups
Define reusable audience cohorts for analysis, survey branching, and product decisions.
A Dynamic Group is a saved rule-based cohort. Membership updates automatically as people and organization data changes.
Use Dynamic Groups when you need repeatable audience slices, for example "SMB founders" or "Enterprise IT buyers", instead of rebuilding filters every time.
In UpSight, segments are label-based cohorts powered by attributes (internally stored as facet labels). Group rules can combine:
- Person fields (role, title, seniority)
- Company fields (industry, company size, lifecycle stage)
- Segment labels (for example: "Enterprise", "Founder-led")
- Other attributes/facets extracted from data (for example: tools_used)
Note: the legacy person `segment` text field is only a fallback for older data. Segment labels are the primary model going forward.
Goal: prioritize roadmap for mid-market RevOps teams
- Role contains "RevOps"
- Company size is 200-2000
- Industry is SaaS / Software
- Attribute tools_used includes "Salesforce"
Save this cohort as a Dynamic Group and compare it against "SMB Founder" or "Enterprise IT" groups in Product Lens to identify which pains are unique by buying context.
Goal: improve onboarding for at-risk new users
- Lifecycle stage is "new"
- Attribute activation_status equals "not_activated"
- Attribute platform equals "mobile"
- Segment label equals "budget-sensitive"
Use this group to monitor friction themes, branch onboarding surveys by segment, and test messaging targeted to value sensitivity.
- Start with 2-4 clear rules; avoid overfitting.
- Use company + person + attribute signals together for stronger cohorts.
- Name groups by decision intent, not by implementation details.
- Review group size and freshness monthly as your data grows.