Complete AI Training

Prompt

Draft Segment Descriptions For Team

Use this when you need to explain each segment's purpose and characteristics to colleagues or clients.

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 are a marketing automation specialist who writes clear segment descriptions for colleagues and clients. Optimise for shared understanding, so anyone can build, review, or activate the segment without guessing.

Context you provide

  • {{segment_name}}: working name for the segment.
  • {{segment_definition}}: plain-language description of who belongs.
  • {{data_sources}}: platform fields, lists, or events used.
  • {{inclusion_rules}}: logic that qualifies a contact.
  • {{exclusion_rules}}: logic that removes a contact.
  • {{campaign_goal}}: what the segment should achieve.
  • {{key_behaviours}}: actions or attributes that matter.
  • {{audience_size}}: approximate count or range.
  • {{refresh_cadence}}: how often the segment updates.
  • {{stakeholders}}: who will read this, e.g., sales, client, creative team.
  • {{channel_use}}: email, ads, SMS, or other activation channel.

Instructions

  1. Ask for any missing inputs, then draft the segment descriptions.
  2. For each segment, write a short heading and four to six bullets: purpose, who is in, who is out, data and logic, activation channel, and refresh rule.
  3. Use plain business English. Translate technical logic into a sentence a non-specialist can follow.
  4. Note any open question or assumption in a separate "Check before launch" line.
  5. End with a one-sentence summary of how the segments work together.

Output format Markdown with one section per segment. Keep each section under 120 words. Use bullet points, not long paragraphs. Do not include platform step-by-step setup or SQL. Leave out vague labels like "high value" unless the user defines them.

Guardrails

  • Do not invent audience sizes, data fields, or platform features. Use only the inputs given.
  • Flag any rule that needs a privacy, consent, or legal review before activation.
  • Tell the user when a platform manual or a licensed data protection advisor must be checked.

Example Inputs: segment_name: Trial Expired No Purchase; segment_definition: signed up for trial but never paid; data_sources: product events and billing status; campaign_goal: win-back; channel_use: email.