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Contacts › Segments

Segments

A segment is a saved group of contacts that you can send a campaign to or start a flow for. There are two kinds.

Kind How it works Use it for
Rule-based Contacts join and leave automatically as they match or stop matching the rules "Customers in Pune with a lead score above 50"
Static A fixed, hand-picked list of contacts "The 40 people at Saturday's event"

#Create a rule-based segment

  1. Open the Segments tab and click Create new segment.
  2. Name it, for example Hot leads, Pune.
  3. Add rules. A contact is in the segment only when all rules match.
  4. Save. The count updates as contacts change.

#What you can filter on

Field Conditions
Tags Is a member of, Is not a member of
Status, Country, Language, Lead Source Equals, Not equals
Lead Score, Engagement Score Greater than, Less than, At least, At most
Days Since Last Activity Greater than, Less than
Custom fields Equals, Not equals, and number comparisons
Another segment Is a member of, Is not a member of

#Create a static segment

Tick the contacts on the Contacts page, click Assign to Segment, then choose an existing static segment or type a new name. You can also open a contact and tap a segment to add or remove them. You can't add people to rule-based segments by hand, because the rules decide who belongs.

#Tags as segments

Every tag can also be used as a ready-made segment, shown under Tags as Segments, so you don't need to create a segment for a single tag.

#Using segments

  • Choose a segment as the audience of a campaign.
  • Start a flow when someone joins a segment, with the Segment Entry trigger.
  • Export a segment from Export Contacts.
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