The new Segments Rosetta Stone has been launched! Every rule you used in the old list filters still exists in the new lists, with the same meaning. Only the way you pick it has changed. Your saved views and shared segments carry over unchanged, because both screens read and write the same rules.

What changes?

The main change is the rule picker:

Old screen: one long Rule dropdown, grouped into Profile, Field, Applications, Evaluations, Campaigns, Events, Forms, Organisations and Course registrations. Field rules had a separate Field picker.

New lists: every filter row has four columns, filled left to right: Source → Field → Rule → Value.

The old group name becomes the Source. The thing the old rule talked about (owner, tags, potential, a campaign) becomes the Field. The verb (is, is not, has, was sent) becomes the Rule.

To use this guide, find your old rule in the tables under Rosetta Stone, then pick the Source, Field and Rule shown in the same row.

Filter a list

Click Show filters in the list toolbar.
Click Add Filter +. A new row appears.
Pick a Source ("Select a source"). Example: Profile, Application, Campaigns.
Pick a Field ("Select a field"). Some sources have only one field, which is picked for you.
Pick a Rule ("Select a rule").
Fill in the Value, if the rule asks for one.
To remove a row, click its delete icon.

If AI is on for your institution, you also see Add by describing +. Type a sentence such as "applications from Brazil since January" and click Suggest filters. Check the rows it adds before you rely on them.

Save the filter as a view

Open the Views dropdown:

Save changes updates the current view.
Create as new view saves the current filters as a new view.
Reset view drops unsaved changes.
Advanced → View settings sets who can see it: Private (only you) or Team (the teams you pick).

Views you saved on the old lists appear here too. System view cannot be changed.

Build a shared segment

Go to Segments and click Create a new segment.
Enter a Name and click Create segment.
On the Builder tab, click Edit filter, add rows as above, then click Save changes.
The live count shows "N profiles" and the share of your database. Search profiles narrows the preview.

You need the shared segments edit permission to change a segment. You cannot delete a segment while a campaign or automation uses it.

Old concepts, new names

Old screen	New lists	Notes
Segments Builder modal (Clear / Done)	Filter panel, opened with Show filters	Changes apply as you edit; save them through Views
Add new rule	Add Filter +
Rule group (Profile, Applications, Campaigns...)	Source	"Organisations" is spelled "Organizations"
Rule (one long dropdown)	Field + Rule	e.g. "is owned by" = Field Owner, Rule Is any of
Field picker (for field rules)	Field, with Source = Profile	Fields grouped as Profile, Profile fields, Journey fields, Application info, Application fields, and more
"and" / "or" separator between rules	Connector between rows; click it to switch	Applies to the whole segment, not to single rows
Quick find ("Type an expression to filter this list.")	Search profiles box	Same search syntax
Stats cards	Stats cards	Clicking a card now adds a visible filter row you can edit or delete
Views menu	Views dropdown	Same saved views
Shared segment editor	Segments → segment → Builder tab	Also has Details and Automation tabs

AND / OR

A segment uses one setting for all its rows: either every rule must match (AND) or any rule may match (OR). There are no nested groups, in the old screen or in the new lists. To mix the two, for example "(A or B) and C", use an AND segment and put the OR part into one multi-value rule: most rules in the new lists accept several values, and those values count as OR.

Rosetta Stone: old rule to new lists Source › Field › Rule

Find the old rule in the first column, then pick the three values on the right. "—" in the old column means the rule is new in the new lists.

Profile group → Source: Profile

Old rule	Field	Rule	Value to fill in
is a	Lifecycle	Is a	Role
is not a	Lifecycle	Is not a	Role
—	Lifecycle	Has roles	Role
is unassigned	Owner	Is unassigned	none
is owned by	Owner	Is any of	Staff (any of the following)
—	Owner	Is none of	Staff
is not owned	Owner	Is not owned by	Not owned by anyone, or not owned by specific staff
has withdrawn	Withdrawal	Has withdrawn	Reason
has not withdrawn	Withdrawal	Has not withdrawn	none
is in	Product & Journey	Is in	Classes, or dynamic criteria (see below)
is not in	Product & Journey	Is not in	Classes
is in campus	Campus	Is in any of	Campuses
—	Course	Is in course	Courses + Via: Direct journey, Transcript registration or Application
—	Teams	Is in teams	Teams + Match: At least one, or All of them
potential is	Potential	Is any of	High, Medium, Low, Unknown
potential is not	Potential	Is none of	High, Medium, Low, Unknown
source is	Source method	Is any of	Method (Staff, Sign up, Import, Event, Form, API, Email, Unknown) + Category
is tagged with	Tags	Is tagged with any of	Tags
is not tagged with	Tags	Is tagged with none of	Tags
is subscribed	Subscription	Is subscribed	none
is unsubscribed	Subscription	Is unsubscribed	none
is active	Active	Is active	none
is inactive	Active	Is inactive	none
is scrubbed	Scrubbed	Is scrubbed	none
is not scrubbed	Scrubbed	Is not scrubbed	none
—	Right to be forgotten	Has been forgotten / Has not been forgotten	none (same result as Scrubbed)
email is bouncing	Email	Email is bouncing	none
has not responded to marketing policy	Marketing consent	Has not responded to marketing policy	Policy version
has agreed to receive marketing by	Marketing consent	Has agreed to receive marketing	Channel (Email, Phone, SMS, Mail) + Policy version
does not want to receive marketing	Marketing consent	Does not want to receive marketing	Policy version
has not responded to the privacy policy	Policy	Has not responded to privacy policy	Policy version
has accepted the privacy policy	Policy	Has accepted the privacy policy	Policy version
has not accepted the privacy policy	Policy	Has not accepted the privacy policy	Policy version
has data processing consent given by staff	Policy	Has consent given by staff	Policy version
does not have data processing consent given by staff	Policy	Does not have consent given by staff	Policy version

Product & Journey › Is in has two modes under Filter type:

Make a fixed selection: pick the classes.

Define dynamic selection criteria: pick by Status (All, Active or Archived products), intake (All intakes or Next upcoming intake), products, campuses and Course journey type.

Policy version shows only when policy versioning is on. Choose Any version or Specific version(s).

Field group → Source: Profile, then pick the field

Open the Field dropdown and look in the group that holds your field: Profile, Profile fields, Journey fields, Application info, Application fields, Evaluation fields, Organisation fields, Academic experience fields, Professional experience fields, or Class & course fields. Fields that were deleted from the form but still have data appear under Stored. The operators are in the next section.

Applications group → Source: Application

Old rule	Field	Rule	Value to fill in
has an application	Has application	True	Templates
does not have an application	Has application	False	Templates
has a started application	Started	True	Templates
does not have a started application	Started	False	Templates
has a pending payment application	Pending payment	True	Templates
does not have a pending payment application	Pending payment	False	Templates
has a submitted application	Submitted	True	Templates
does not have a submitted application	Submitted	False	Templates
has an application started or submitted by themself	Started by	Themself	none
has an application started or submitted by staff	Started by	Staff	none
has an application started or submitted by a proxy	Started by	Proxy	none
Passport/ID verdict is	Passport/ID verdict	Is	Valid, Expired, Unrecognized, Invalid, Not validated yet
has a submitted Kira interview	Kira interview	True	Templates
—	Review status	Is	Pending review, Awaiting updates, Updates in, Reviewed, Update overdue

Evaluations group → Source: Evaluations

Old rule	Field	Rule	Value to fill in
has an evaluation	Has evaluation	True	Evaluation
has no evaluation	Has evaluation	False	Evaluation
has a started evaluation	Started	True	Evaluation
has a submitted evaluation	Submitted	True	Evaluation
is assigned to	Assigned to	Is assigned to any of	Staff

Campaigns group → Source: Campaigns

Old rule	Field	Rule	Value to fill in
was sent	Sent	True	Campaign
was not sent	Sent	False	Campaign
opened email from	Opened	True	Campaign
did not open email from	Opened	False	Campaign
clicked through email from	Clicked through	True	Campaign

Events group → Source: Events

Old rule	Field	Rule	Value to fill in
attended	Attended	True	Event
did not attend	Attended	False	Event
registered for	Registered	True	Event + "And responded with": Yes, Maybe, No
did not register for	Registered	False	Event
registered but did not attend	Registered but did not attend	True	Event

Forms group → Source: Forms

The Field is always Form submission and is picked for you.

Old rule	Rule	Value to fill in
has a submitted Form	Submitted	Form + when: Whenever, Before or After a date
did not submit Form	Did not submit	Form + when: Whenever, Before or After a date

Organisations group → Source: Organizations

Old rule	Field	Rule	Value to fill in
is a primary contact	Primary contact	Is a primary contact	none
is in the community of	Organization community	Is in the community of	Organizations

Course registrations group → Source: Course registrations

The Field is always Registration.

Old rule	Rule	Value to fill in
Registration state is	Registration state is	State + Courses
Grade state is	Grade state is	Grade + Courses
Course state is	Course state is	Course state

Operators for form fields

All 14 old operators still exist, renamed slightly. The difference: the new lists only show the operators that make sense for the field's type, so you no longer see "is greater than" on a drop-down.

Old operator	New lists Rule
exists	Exists
does not exist	Does not exist
is equal to	Is (on date fields: Is on)
is not equal to	Is not
starts with	Starts with
ends with	Ends with
contains	Contains
does not contain	Does not contain
is greater than	Is greater than
is greater than or equal to	Is greater than or equal to
is less than	Is less than
is less than or equal to	Is less than or equal to
before or on	Is before or on
after or on	Is after or on

Which rules you see for each field type:

Field type	Rules offered
Text, single line, paragraph, email	Is, Is not, Contains, Does not contain, Starts with, Ends with, Exists, Does not exist. Each accepts several values, matched as OR.
Phone	Same as text, but Is and Is not take one value
Number, sequential ID	Is, Is not, Is greater than, Is greater than or equal to, Is less than, Is less than or equal to, Exists, Does not exist
Date, date & time, month/year	Is on, Is not, Is before or on, Is after or on, Exists, Does not exist
Drop-down, check box, country, programme, cascading drop-down, organization	Is, Is not, Exists, Does not exist
Address	Exists, Does not exist

Dates. Set Mode to Specific date to pick a calendar day, or use a relative date: Today, Yesterday, or N days, weeks, months or years ago. A relative date keeps a saved view current without editing it. Month/year fields ask for Month and year.

Matrix, file, video, referee, instructions and repeating-row fields cannot be filtered on, in either screen.

Worked examples

Each example shows the old rules, then the rows to add in the new lists. All rows in an example are combined with AND.

1. My leads who have not applied yet

Old: "is owned by" Me + "is a" Lead + "does not have an application".

Source	Field	Rule	Value
Profile	Owner	Is any of	your name
Profile	Lifecycle	Is a	Lead
Application	Has application	False	the templates you recruit for

2. Started but not submitted, MBA 2027

Old: "has a started application" + "does not have a submitted application", both on the MBA template.

Source	Field	Rule	Value
Application	Started	True	MBA 2027 template
Application	Submitted	False	MBA 2027 template

Tip: on the Applications list, clicking the Started card adds a similar filter for you.

3. Opened the open day email but did not register

Old: "opened email from" + "did not register for".

Source	Field	Rule	Value
Campaigns	Opened	True	the open day campaign
Events	Registered	False	the open day event

4. Marketable contacts in Brazil

Old: Field "Country of residence" is equal to Brazil + "has agreed to receive marketing by" Email + "is subscribed".

Source	Field	Rule	Value
Profile	Country of residence (Profile fields)	Is	Brazil
Profile	Marketing consent	Has agreed to receive marketing	Email
Profile	Subscription	Is subscribed

5. Profiles created in the last 30 days, not tagged "Agent"

Old: Field "Created at" after or on a fixed date + "is not tagged with" Agent.

Source	Field	Rule	Value
Profile	Created at (Profile)	Is after or on	Mode: 30 days ago
Profile	Tags	Is tagged with none of	Agent

6. Profiles from a paid social campaign

New in both the new and the old lists: filter on first-touch UTM data.

Source	Field	Rule	Value
Profile	First UTM medium (Profile)	Is	paid_social
Profile	First UTM campaign (Profile)	Contains	spring

Differences and gaps

No rule a user could pick in the old screen is missing from the new lists. These are the behaviours that differ.

Topic	Old screen	New lists	What to do
Operator choice	Any operator on any field	Only operators that fit the field type	An old rule such as "contains" on a drop-down has no match in the Rule column. Rebuild it with Is plus several values.
Lifecycle, potential and class rules on lists	Disabled in the filter; set only by clicking stats cards	Selectable as normal rows; cards add visible rows	Edit or delete the row a card added, like any other filter
AND / OR on lists	List filters always combined with AND	Still AND on profile, application, class and course lists	Use a shared segment, or the Evaluations list, when you need OR
Setting-dependent rules	Evaluation started/submitted/assigned and Kira hidden unless the setting was on	Always listed	Ignore them if your institution does not use the feature; they will match nobody
Missing "False" options	Evaluations Started/Submitted, Clicked through and Kira have no negative	Same in the new lists	No workaround inside one segment
Organisations list	Field-only filter over organisation fields	Not yet in the new lists	Keep using the current Organisations list
Segment access scope	Option on shared segments	Not editable in the new lists; existing value kept	Ask support if you need it changed

New in the new lists: Owner › Is none of, Lifecycle › Has roles, Course › Is in course, Teams › Is in teams, Right to be forgotten, Application › Review status, First UTM source/medium/campaign/content/term, and Add by describing +.

Open question for the product team: on the new lists the connector between rows may read "or" while the list applies AND. Confirm in the UI before telling users the connector controls list results.

FAQ and troubleshooting

I can't find "is owned by" (or another old rule). It is split across Field and Rule now. Pick the Source first, then look at the Field list. Use the Rosetta Stone tables above.

My custom form field is not in the Field list. Check Source is Profile. Then look under the right group: profile form fields are in "Profile fields", application form fields in "Application fields". Matrix, file and repeating-row fields cannot be filtered.

The Field column is empty or says "Loading fields…". Wait a moment; fields load after you pick a Source. If it stays empty, reload the page.

I can't pick the operator I used before. The new lists hide operators that do not fit the field type. See Differences and gaps.

"Unable to save. Fields can't be blank." One row is incomplete. Fill in its Value or delete the row.

Are my old saved views lost? No. They appear in the Views dropdown and still work on the old lists.

Do segments used by campaigns or automations change? No. They keep the same rules. You cannot delete a segment while one of them uses it.

A stats card added a filter row I didn't create. Clicking a card adds its filter as a normal row. Delete the row to remove it.

My changes vanished when I switched view. Unsaved filters are dropped when you pick Discard changes. Choose Save and switch to keep them.

Segments Rosetta Stone: finding your old list rules in the new lists