Segmenting Contacts

Segments let you create dynamic groups of contacts based on rules you set — for example, contacts with a certain domain, tag, activity, or custom field value. Once created, segments update automatically as contacts meet or stop meeting your criteria.

Why Use Segments

Segments help you:

• Target campaigns to specific contacts (e.g., only contacts with a gmail.com email).
• Exclude contacts from sends (e.g., VIPs excluded from general campaigns).
• Trigger automations based on segment membership.

How to create a Segment

1. Go to Contacts → Segments.
2. Click + Add Segment.

3. Enter a name for the segment and click Next.

   Define your first filter rule. For each rule, choose:

   • A field (e.g., Tag, Email Domain, Custom Field),
   • A condition (e.g., is, is not),
   • A value (e.g., Customer, hotmail.com).
4. As you add filters, the matching contact count updates automatically.
5. When you’ve added all rules, click Save Segment.

The new segment now appears in your segments list with its contact count.

How to use Segments

Send Email Campaigns

When setting up a campaign, choose your segment as the recipient filter. You can also combine segments or exclude segments from a send.

Use in Automations

Segments can be used as Automation triggers (e.g., when a contact joins a segment) so that contacts enter a workflow as they meet your criteria.

Segments Best Practice

To keep segments efficient and avoid performance issues:

• Avoid using the contains operator excessively — it requires more system resources.
• When possible, use specific filters instead (e.g., use Email Domain is rather than Email contains).
• Consider using starts with or ends with for large text fields instead of contains.

These practices make segments faster and more reliable.