Segments

Segments are dynamic groups of contacts that automatically update based on criteria you define. Unlike static lists, segments continuously evaluate your contacts and adjust membership as contact properties change.

Understanding Segments

Dynamic vs. Static Groups

• Segments: Automatically update based on rules and conditions

• Lists: Manually managed, static groups

Example: A segment for "Active Users" automatically adds contacts who opened emails in the last 30 days and removes those who haven't.

Why Use Segments?

Automation

Self-maintaining groups

• No manual updates needed

• Always current membership

• Reduces human error

• Saves time on list management

Precision Targeting

Real-time Updates

Scalability

Creating Segments

1

Navigate to Segments

Go to Contacts → Segments in your dashboard.

2

Click Create Segment

Select Create Segment to start building your dynamic group.

3

Name Your Segment

Provide a descriptive name that clearly indicates the segment's purpose.

Example: "High-Value Customers - Last 90 Days"

4

Define Conditions

Set up rules using:

• Contact fields

• Engagement metrics

• List membership

• Custom properties

Use AND/OR logic to combine multiple conditions.

5

Preview Results

Review the contacts that match your criteria before saving.

6

Save and Activate

Save your segment to start using it in campaigns.