How to set up native segments available in Poool Access?
In your Poool Access tool, you can enable Poool's native segmentation. This allows us to offer you both interesting engagement segments and key insights to help you define your strategy.
Available engagement groups
In the scenario section, when you select the "Use engagement groups" option
4 groups are natively available in Poool:
- Volatile
- Regular
- Occasional
- Fan
For each of these segments, you can set up a dedicated scenario. In other words, you can adapt the user journey, appearance, and/or the message addressed to your readers based on the group they belong to.
User distribution across native segments
Segment behavior is based on several elements:
- The quality of the tracking set up during integration
- The duration of the journeys defined in the tool
- Whether journeys are active or not
During integration, it is recommended to tag all pages of the site to gain a comprehensive view of users and obtain a relevant engagement rate. The quality of this integration ensures the quality of the reported data.
Calculation based on journey duration
Beyond the initial distribution, segment population is based on the journey duration. The journey duration determines the score calculation, after the fact.
Example: if you set a journey duration of 30 days, the user will be (re)distributed once this period has elapsed.
Throughout the 30 days, the user remains in their segment.
Their new engagement score will be calculated over the period defined in their journey, i.e. 30 days in our example.
Visit history
There are two types of users entering a segment for the first time:
- "New" users that Poool has never seen and who have never had cookies
- Users who visited during a period without active journeys, who therefore have a cookie but no segment.
In case 1, the user will be assigned to the Volatile segment, as they have no browsing history.
In case 2, we will use their browsing history to place them in the appropriate segment.
Calculation method
We use two different methods to segment visitors into these engagement groups:
- RFM method (Recency, Frequency and Monetary value - replaced here by the number of pages visited per session)
- F (for Frequency only).
To choose which method to use, go to your Dashboard, under Settings > Advanced configuration
RFM: This method is based on a well-known marketing approach used to analyze customer value. Once recency (based on the date of the last visit), frequency (the average number of sessions per day over the last xx days) and monetary value (the average number of pages viewed per session over the same period) have been calculated and combined through a complex analytical program, we obtain an engagement score ranging from 0 to 100 that allows us to distribute visitors into groups.
In your Dashboard, you can set the period for calculating this score. However, you cannot modify the definition of the engagement groups: they change over time and adjust themselves dynamically.
Frequency: This method is based solely on the frequency parameter from RFM, which requires specifying thresholds in your Dashboard to define the native groups by answering a simple question: How many sessions does a volatile/occasional/regular/fan visitor have within xx days?
Feel free to reach out if you have any additional questions!
Updated on: 27/03/2026
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