Segment Estimation

Score CRM provides real-time estimation of segment sizes and campaign recipient counts, helping you validate your targeting before sending.

Segment Preview

When building or editing a segment, the Preview function executes your rules against the live customer database and returns the matching count.

How It Works

1. Your segment rules are sent to the segmentation engine
2. The engine generates an optimized query
3. The query runs against your customer data in real-time
4. The count of matching customers is returned

Performance

Customer Count	Expected Query Time
Up to 100,000	< 1 second
Up to 1,000,000	< 1-2 seconds
Up to 4,000,000	< 3 seconds

Attribute-only conditions are fastest. Adding event conditions (which join the email events table) adds slightly more time, but still stays within the 3-second target.

Campaign Recipient Estimation

When creating a campaign, you can estimate the total number of recipients before launching:

1. Configure your targets (lists and segments, includes and excludes)
2. Click Estimate Recipients
3. Score CRM runs a unified query that:
   • Unions all included lists and segments
   • Subtracts all excluded lists and segments
   • Removes suppressed, unsubscribed, and bounced customers
   • Returns the final count

This count represents the actual number of emails that would be sent.

Estimation vs. Actual Send

The estimated count is a point-in-time snapshot. The actual recipient count at launch time may differ slightly if:

• New customers were added to a list between estimation and launch
• A segment's matching population changed (since segments are dynamic)
• Customers were suppressed between estimation and launch

For scheduled campaigns, the recipient resolution happens at launch time, not at schedule time.

Unsaved Segment Preview

You don't need to save a segment to preview it. The segment builder supports previewing unsaved rules, making it easy to experiment with different conditions before committing.

Using Estimation Effectively

• Before every launch: Always estimate recipients to avoid accidentally targeting too few or too many customers
• Compare with expectations: If the count is significantly different from what you expect, review your conditions
• Check excludes: Make sure your exclusion lists/segments aren't removing more customers than intended
• Monitor suppression impact: If your estimated count is much lower than your list size, you may have a large number of suppressed contacts