How-to guideDataAvailable

Grouping Rules

Create rule-based grouping transformations that categorize users, events, or accounts.

Last reviewed July 13, 2026

Grouping Rules are a transformation type for rule-based categorization — segment users into groups, classify events, or bucket accounts based on conditions you define.

Create a grouping transformation from Data → Integrations → Transformations → New → Grouping Rules.

When to use grouping rules

Categorize customers by behavior (e.g. “high value”, “at-risk”, “new”)
Classify events by type or source
Build rule-based segments without writing SQL
Convert auto-segmentation clusters into persistent rules

How it works

Select input data (users, events, or accounts).
Define rules with fields, operators, and values.
Set the output group label for each rule.
Choose an output target — typically a user or event property.
Schedule or run on demand.

Rules are evaluated in order. The first matching rule wins unless you configure otherwise.

From auto-segmentation

If you use Auto-Segmentation to discover natural clusters, you can convert any cluster into a grouping rule with one click — turning an ML discovery into a persistent, activatable segment.

Auto-Segmentation — discover clusters, convert to rules
Segments — activate grouped users to destinations
Output Targets — where grouping outputs attach

When to use grouping rules

How it works

From auto-segmentation

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