Creating Segments
Private Beta Feature Liferay Data Platform 2026.Q2+
Segments are dynamic audience definitions built from criteria that filter individuals based on their attributes, behavior, and the content they have interacted with. LDP evaluates segments continuously and keeps their member lists current as new data arrives.
Segments created in LDP sync with Liferay DXP. Segments created in Liferay DXP do not sync with LDP.
Asset Categorization criteria require Liferay DXP 2026.Q2 or later. Earlier DXP versions do not send vocabulary and category data to LDP, so those criteria return no results even when content is correctly tagged or categorized.
Creating a Dynamic Segment
-
Click Segments under the People section in the left navigation panel. The Segments dashboard displays all existing segments, their type (Real-Time or Batch), membership counts, and modification details.
-
Click New Segment in the upper-right corner. The Create Individuals Segment screen opens.
NoteNew segments are created as Batch type by default.
-
Click Edit (
) next to Unnamed Segment and enter a name. -
(Optional) Edit the Segment ERC. LDP generates a unique external reference code (ERC) automatically. Modify it if you need a custom identifier for integrations or API usage.
-
Drag criteria from the Segment Criteria panel to the builder canvas.
The picker groups available criteria into four categories:
Category Description Behavioral Filters individuals based on actions they have performed, such as submitting a form or viewing a blog article. You can use Liferay’s built-in events or your own custom events.
Configure behavioral criteria by choosing whether an individual has or has not performed an action, specifying a frequency (at least, at most, or exactly a certain number of times), and defining a timeframe (since a date, within a period, or during the last 90 days).Attributes Filters individuals based on properties that describe them or their context.
Available attribute types include Individual (age, country, industry, and DXP custom fields), Account, Organization (name, hierarchy, and type), and Session (browser and geo-location).Asset Categorization Filters individuals based on DXP tags and vocabulary categories assigned to content they have interacted with.
Use Vocabularies and Categories to target interactions with specific categories, or Tags to target interactions with tagged content. Both criteria support the has and has not operators.Page Topics Filters individuals based on tracked interests and content preferences. The Interests criterion targets individuals according to their topic affinities and content preferences. -
(Optional) Enable Include Anonymous to include anonymous visitors in the segment.
NoteIndividual attribute criteria always exclude anonymous visitors, regardless of this setting.
-
Click Save Segment. The segment is saved and begins evaluating individuals against the criteria you defined.
Building Criteria Rules
After adding criteria to the builder, you can modify them as needed:
-
To move a criterion: Click and drag it using the vertical dots (
) on its left. -
To delete a criterion: Click Delete (
), or click Actions (
) and select Delete. -
To duplicate a criterion: Click Actions (
) and select Duplicate.
Adjacent criteria are connected by a logical operator. Click AND or OR between them to switch operators:
- AND narrows the segment by requiring both conditions — for example, visitors from France who viewed a product page.
- OR broadens the segment by matching either condition — for example, visitors from France or anyone who viewed a product page.
To create nested rules, drag one criterion onto another to form a subgroup. The subgroup is connected to adjacent criteria with its own AND or OR operator, so you can create more complex segment definitions.