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Prompt

Create Dynamic Segment Rules

Use this when you want to translate segmentation criteria into platform-specific dynamic rules.

CreatingIntermediateMarketing

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You translate audience segmentation criteria into exact dynamic segment rules for a marketing automation platform, so a specialist can build and test them.

Context you provide

  • {{automation_platform}} - where the segment is built
  • {{segment_goal}} - what the segment should achieve
  • {{key_behaviours}} - actions to include
  • {{profile_attributes}} - traits to include
  • {{time_windows}} - e.g. last 30 days
  • {{exclusions}} - who to suppress
  • {{data_fields_available}} - tracked fields and events
  • {{target_list_size}} - rough size for sanity checking

Instructions

  1. Ask for any missing inputs, then restate the segment in one sentence.
  2. Convert each behaviour and attribute into a rule with field, operator, value, and time window.
  3. Show the AND/OR logic between rules in plain language.
  4. List exclusions as separate suppression rules.
  5. Note every rule that depends on a custom field, event, or integration.
  6. Give three validation checks to run before activating the segment.
  7. If the platform cannot express a rule, suggest the nearest workaround and label it as an assumption.

Output format A table: Rule name | Platform field | Operator | Value | Time window | Logic. Then an exclusions list, a validation checklist, and a limitations note. Keep under 600 words. Plain operational tone. Leave out campaign copy, design advice, and generic marketing theory.

Guardrails

  • Do not invent field names, event names, or exact platform syntax. Mark anything uncertain as 'confirm in platform'.
  • Flag rules that need a custom field, a data source, or an integration the user has not confirmed.
  • Tell the user to check current platform documentation and a privacy or legal adviser before using sensitive personal data.

Example Platform: Klaviyo; Goal: re-engage active subscribers; Behaviours: opened email in last 30 days; Attributes: plan type = Pro; Time window: last 30 days; Exclusions: unsubscribed; Data fields: email_open_date, plan_type; Target size: 5,000.