Contact Segments

Segments let you group contacts based on shared attributes or behaviors. Use them to target specific audiences with workflows, filter your contact list, and track customer cohorts.

Creating segments

From the Contacts page, click "Create Segment" and define your filter rules. You can build complex conditions by nesting groups with AND/OR logic. For example: (engagement score > 70 AND lifecycle stage = "paid") OR (tag = "VIP").

Filter operators

• Equals (=) / Not equals (!=) — exact match comparison
• Greater than (>) / Less than (<) — numeric comparisons
• Greater or equal (>=) / Less or equal (<=) — numeric range comparisons
• Contains / Not contains — partial text match
• Is null / Is not null — checks whether the field has a value

Filter fields

Build conditions on any contact property, custom attribute, or tag. Filter by name, email, phone, lifecycle stage (lead, user, paid), engagement score, location, owner, conversation count, or any custom field you have defined.

Dynamic segments

Dynamic segments update automatically as contact data changes. When a contact's attributes match the segment conditions they are added, and when they no longer match they are removed. This keeps your targeting always up to date without manual maintenance.