How to Update a Dynamic Segment

Subscribers, Segment Rules, Update Rule Sets, Target Audience

Rachel Folz avatar
Written by Rachel Folz
Updated over a week ago

If you want to change the Audience Members that are in a Dynamic Segment, you will need to edit the rule sets in that Segment so they sync the correct Subscribers.

To start editing a Dynamic Segment, follow the steps below:

  1. Go to Audience > Segments.

  2. Sort the Segments table or use the search bar to find the Dynamic Segment you want to edit.

  3. Open the Segment editor. You can do this in two different ways:

    1. Click on the Segment's name > click Edit Segment.

    2. Click the blue pencil icon (located in the Actions column).

  4. On this page, you can add, remove, or manipulate the rules and rule sets. You can also update Permissions on this page.

  5. Click Sync Preview to verify that the correct Subscribers are included in your Segment.

  6. Next you can choose the Segments Access Level. This can be done by clicking the Globe icon shown to the left of the Update button. From here you will be able to choose between Global (All Administrators and All Team Members) or Restricted (All Administrators and the Team Member of your choosing). Once you have chosen who should have access to the segment, click Save.
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  7. When you are finished editing the Segment, click the Update Segment button. You can update the Description at this time.

​Note: Descriptions do not automatically update after creating a segment. These can be manually edited after you select to Update Segment.

Now your segment will start updating and will be available for use in a few moments.

Once the segment is created and/or updated, it will appear in the Segments page under your Audience tab. From here you will be able to see the Segment Name, Audience, Creator, Access Level, and when the segment was Last Edited.

For more information, check out these articles about creating a new Dynamic Segment and the difference between rules and rule sets.


If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.

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