Segments
Save reusable audiences built from contact fields, categories, campaign activity and email engagement, then add them to campaigns in one step.
A segment is a saved audience: a set of conditions over your contacts plus any contacts you pin in or out by hand. A segment says which contacts belong together; a campaign says what happens to them. Membership is evaluated live, so a contact that starts matching (a new category, a reply, a bounce) is in the segment the next time anyone looks, with no rebuild step.
Segments live under Contacts > Segments, next to All contacts and Categories, and need the same permissions as contacts: View contacts to browse, Manage contacts to create, edit or delete.
Building a segment
The quickest start is from the contact list: set any filters in the bar above the list, then press Save as segment and the editor opens with those filters as conditions (free-text search and a campaign's lead status do not carry over; add a condition for them instead). Or start from scratch with New segment on the Segments tab.
Give the segment a name and a color, then add conditions. Each condition is a field, an operator and a value. Pick whether a contact must match all conditions or any of them. The drawer shows a live count of matching contacts as you edit, so you can see the effect of every change before saving.
| Group | Fields | Operators |
|---|---|---|
| Contact | First name, last name, email, email domain, phone, and every custom field | is, is not, contains, does not contain, starts with, ends with, is empty, is not empty |
| Contact | Subscribed, on the suppression list, catch-all domain | is yes, is no |
| Contact | Source, verification status, email provider | is any of, is none of |
| Contact | Created, updated | in the last N days, not in the last N days, after, before |
| Contact | Category | has any of, has none of, has none, has any |
| Company | Company name | the text operators above |
| Campaign activity | In campaign | is in any of, is in none of, is in no campaign, is in a campaign |
| Campaign activity | Number of campaigns | is, is not, more than, at least, less than, at most |
| Email engagement | Emails sent, emails opened, links clicked, replies, bounces | the number operators above |
| Email engagement | Last email sent, last open, last click, last reply | in the last N days, not in the last N days, after, before, never, ever |
| Segments | In segment | is in any of, is in none of |
Engagement counts add up every campaign the contact has been in. Opens count human opens only; automated fetches are ignored, the same way the campaign analytics report them. Text comparisons ignore case.
A segment can be built on other segments (In segment), up to five levels deep. A segment cannot reference itself or form a loop, and a segment that others depend on cannot be deleted until those references are removed.
A segment with no conditions is a manual list: it holds only the contacts you add by hand.
Adding and removing contacts by hand
Conditions decide membership, and two overrides sit on top of them:
- Add contacts on a segment page (or Segment in the selection bar of any contact list) pins contacts in. They stay members whatever the conditions say.
- Remove from segment in the selection bar of a segment's member list pins contacts out. They stay out even while the conditions still match them.
The segment header shows how many contacts are pinned in or out, and a Pinned contacts panel below it lists them; Back to automatic clears an override so the conditions decide again. A contact's own drawer has a Segments section that shows every segment, whether the contact is in it, and the same pin in, pin out and back-to-automatic controls.
Sequences can pin as well: the Add to segment and Remove from segment action steps apply the override to a contact as it moves through a campaign flow, so a positive reply can drop someone into a "warm" segment automatically.
Using a segment
- Browse: a segment page lists its current members with the same table, filters, detail drawer and bulk actions as the contacts page.
- Add to campaign: enrols every current member as a lead of the campaign you pick, from the segment page or with From segment on a campaign's Leads tab. Contacts already in that campaign are skipped, and a running campaign wakes up to schedule the new leads. This is a snapshot: contacts who join the segment later are not added until you run it again.
- Filter: the contact list's filter bar has a Segment pill, and the same scope carries into an export.
- Duplicate: the segment menu copies a definition to start a variation from.
- Search and export: the contact search and export accept
segment_ids, so anything that takes a contact filter can be scoped to a segment.
Segments and categories
Categories are labels you put on a contact. Segments are rules that read those labels (and everything else) to decide who belongs. Use a category to mark a fact about a contact, and a segment to describe an audience.
Limits
- 200 segments per workspace
- 50 conditions per segment, 200 values per list condition
- 1,000 contacts per manual add or remove request