Segments

A segment is a filter you save once and reuse. It holds rules, not people: anyone who matches the rules is in, and anyone who stops matching drops out. You never add a contact to a segment by hand.

Use a segment when the group is described by facts about the contact — subscribed customers in Germany who opened an email in the last 30 days. Use a tag or list when you decide who is in.

The segments screen

Go to Contacts → Segments. Each segment shows how many Contacts match it right now, how many Rules it has, and when it was Updated.

Choose a segment’s name or count to open the contacts table filtered to it. The row menu offers View contacts, Edit, Duplicate and Delete.

If a warning icon appears instead of a count, the rules can no longer be answered — usually because a field they use was deleted or switched off. Edit the segment and replace that rule.

Building a segment

1. Choose New segment.
2. Give it a name in the title at the top (it starts as Untitled segment).
3. Build the rules (below).
4. Choose Preview in the Matching contacts panel to see how many contacts match and who the first of them are. Choose Refresh after changing a rule.
5. Choose Save segment.

Rules

Each rule reads as a sentence: a field, a comparison and a value — Country is Germany, Last email opened is within the last 30 days. The comparisons offered depend on the field:

• Text — is, is not, contains, does not contain, starts with, ends with.
• Numbers — is, is not, is greater than, is less than, is between.
• Choices — is, is not, is any of, is none of; for tags, lists and multi-choice fields also is all of.
• Dates — is before, is after, is between, is within the last so many days, is older than so many days.
• Most fields also offer is empty and is not empty.

All or any

At the top, Contacts matching All / Any of the following decides how the rules combine. All means every rule must be true; Any means one is enough.

To mix the two, choose Add group. A group has its own Match All / Any switch, so you can say “subscribed and (in Germany or in Austria)”. Groups can hold groups, up to three levels deep.

Fields you can use

• Contact — name, email, phone, job title, prefix, address, Country, Date of birth, Source, Created, Status changed, and your custom fields.
• Segmentation — Status, Type, Tags, Lists, and when consent was given.
• Email activity — Last email sent, Last email opened, Last email clicked.
• Automations and Sequences — whether a contact entered, is in, completed or left one early.
• WordPress — Last login and WordPress role, for contacts who are site users.
• Company — company name, domain, industry, type, country and custom fields, when Companies is on.

Saving a filter from the contacts table

You can also build rules on Contacts itself: turn on Advanced filter, add your rules and choose Apply to see who matches. If you want to keep them, choose Save as segment and give it a name.

Where segments are used

• The contacts table — open a segment to see its members, with a bar naming it above the table.
• Campaigns — choose segments alongside lists and tags in To, or under Except to leave people out.
• Automations — when you add contacts to an automation by hand, you can pick a segment.
• Export — choose A segment under Who to export.

Because a segment is worked out when it is used, a campaign sent to it reaches the people who match at the moment it goes out.

Editing, duplicating and deleting

Edit reopens the builder. Duplicate makes a copy named (copy) to change without touching the original.

Delete removes the segment. The contacts it matched are untouched.