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How do I create a custom group?

Your Poool tool offers the ability to use your own data in a simple way, in order to use segments different from those natively available in our platform.

This configuration requires your technical team's intervention.

Creating a custom group in the Dashboard

To create a custom group, within your context, click on [Create a group].

A window will appear for you to enter the group name ("Old subscriber" in our example below) and the corresponding group slug ("old-subscribers").

The group name is purely informational, while the slug is required for the configuration.

💡 A slug is a normalized version (without accents, spaces, capital letters or special characters) of a set of words. For example, "The Poool team is super nice" becomes "the-poool-team-is-super-nice" 😉

Once validated, the group will appear in your context. You can then set up a specific scenario for it.

Triggering a custom group in your configuration

The first prerequisite is to provide the data that will allow Poool to identify whether the user belongs to the custom group or not. This information must be available in a variable.

You can define whatever you want: whether a user is a former subscriber (as seen above), whether they are registered, logged in, a football fan...

Once you have this information, integrate it into a condition and specify the segment slug that was defined in the Dashboard.

if(mycondition is true){
access.config('custom_segment', 'test-segment');
audit.config('custom_segment', 'test-segment');
}

Once this configuration is in place, every time a user meets this condition, the scenario defined for the custom group will be applied to them.

If you deactivate the custom group, users will be redistributed directly into the native engagement categories (volatile, occasional, regular, fans) or all users.

Updated on: 27/03/2026

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