Upgrade Segments & Lists UI

Problem Statement

The current Segments and Automations interfaces use older UI templates, which are inconsistent with Pelcro’s newer UI standards and reduce usability.

The interfaces also lack sufficient helper text, guidance, and clarity, making it harder for administrators to understand how to configure segments and automation workflows.

Upgrading these interfaces to the new UI templates and improving instructional clarity will make the features easier to use and more consistent with the rest of the platform.

User Story

As a Pelcro client administrator,

I want the Segments and Automations interfaces to use the new UI templates with clearer instructions and helper text,

so that I can more easily create and manage segmentation rules and automation workflows.

Definition of Done (DoD)

1. Segments and Automations pages are migrated to Pelcro’s new UI templates.

2. Updated UI includes:

   1. improved list views

   2. improved creation/edit forms

   3. helper text and guidance explaining fields and configuration.

3. All related pages follow current Pelcro UI standards.

4. Existing functionality remains backward compatible.

5. Product documentation is updated to reflect the new UI and workflows.