Segments

Segments are dynamic groups of contacts that automatically update as contacts match or stop matching your defined filter criteria.

Overview

Navigate to Email Marketing > Segments to manage your segments.

Segments are useful for:

• Targeting specific audiences in broadcasts
• Filtering contacts for email flows
• Analyzing engagement by audience groups
• Building personalized outreach strategies

Creating a Segment

1. Click Create Segment
2. Configure the segment:

Field	Required	Description
Name	Yes	Segment name (e.g., "High-value leads in São Paulo")
Description	No	Notes about the segment's purpose
Filter Rules	Yes	Conditions that contacts must match

Filter Rules

Filter rules use a JSON-based rule engine with an operator (and / or) and a list of conditions.

Operators

Operator	Description
and	Contact must match ALL rules
or	Contact must match ANY rule

Available Filters

Field	Operators	Description
Name	contains, equals, starts_with	Contact name
Email	contains, equals, ends_with	Email address
Company	contains, equals	Company name
Title	contains, equals	Job title
Location	contains, equals	Location
Tags	has_tag, not_has_tag	Tag membership
Source	equals	Lead source (linkedin, google_maps, api, etc.)
Created At	before, after, between	Contact creation date
Last Interaction	before, after, between	Last activity date
Email Engagement	score_above, score_below	Email engagement score

Example Filter

Contacts who are CTOs at companies in São Paulo and have opened at least one email:

{
  "operator": "and",
  "rules": [
    { "field": "title", "operator": "contains", "value": "CTO" },
    { "field": "location", "operator": "contains", "value": "São Paulo" },
    { "field": "email_engagement", "operator": "score_above", "value": 0 }
  ]
}

Contact Count

Each segment shows a contact count - the number of contacts currently matching the rules. This count is refreshed periodically and on-demand when you view the segment.

Using Segments

In Broadcasts

When creating a broadcast, select a segment as the target audience. Only contacts matching the segment rules at send time will receive the email.

In Analytics

Filter email analytics by segment to compare engagement across different audience groups.

Managing Segments

Action	Description
Edit	Modify name, description, or filter rules
Refresh Count	Recalculate the matching contact count
Delete	Remove the segment (does not affect contacts)

Best Practices

• Name segments clearly - Use descriptive names that indicate the criteria
• Keep rules focused - Don't over-complicate with too many conditions
• Review periodically - Segments with zero contacts may need updated rules
• Combine with tags - Use tags for manual categorization, segments for automatic grouping

Related Features

• Broadcasts - Send emails to segments
• Email Flows - Automated sequences
• Contact Lists - Static contact groups