Contact Segments

The Segments page allows you to dynamically group contacts based on conditions defined using contact attributes. Segments update automatically as contact information changes, ensuring your audiences always stay accurate.

Use Segments when you want to:

• Reach the right people with personalized messaging

• Automatically include contacts based on specific contact data or behaviors.

• Maintain up-to-date targeting lists without manual management.

• Create dynamic groups for broadcasts and automations.

Note

Segments update automatically as contacts start or stop matching the defined conditions. If you prefer to group contacts manually, you can use Contact Lists instead.

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Before You Begin

Segments use Contact Attributes as filtering criteria.

Make sure the attributes you want to filter by (for example, Country, Subscription status, or any custom fields) are already created in your workspace.

Note

Segments group existing contacts based on defined conditions. Ensure you have contacts added to your workspace before creating segments.

To learn how to add contacts, see Create Contacts.

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Manage Contact Segments

Create Contact Segment

Create a new contact segment to automatically group contacts.

Create Contact Segment

Edit Contact Segment

Modify contact segment conditions and review matching contacts.

Edit Contact Segment

Delete Contact Segment

Permanently remove a contact segment without deleting any contacts.

Delete Contact Segment

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Create Contact Segment

Use conditions and rules to determine which contacts belong to the segment.

Step 1: Add a New Segment

1. Go to Contacts → Segments.

2. Click + Create Segment.

Fig. 1. Create Segment button.

Step 2: Enter a Segment Name

Enter a descriptive Name for the segment (e.g., Email Subscribed Segment).

Fig. 2. Segment name field.

Step 3: Define Segment Conditions

Use conditions and logic to define which contacts belong to the segment.

Choose Condition Logic

Select how the segment should match contacts:

• All of (AND) - contacts must match every condition.

• At least one (OR) - contacts must match any condition.

Fig. 3. Condition logic selector.

Add Conditions and Groups

Select a Condition to define an individual filter, or Group to create nested conditions with combined logic.

Conditions

Conditions define individual rules that contacts must match.

To add a condition:

1. Click Add Condition / Group.

2. Select Condition.

3. Select a contact attribute.

4. Choose an operator.

5. Provide a value.

Available attributes include both system and custom attributes. For more information, see Contact Attributes.

Note

• The available operators (e.g., Equals, Contains, Exists) change based on the attribute type.

• Some operators (e.g., Exists) do not require a value. In these cases, the condition is defined only by the attribute and operator.

Fig. 4. Adding a condition to a segment.

Groups

Groups allow you to combine multiple conditions and control how they are evaluated.

Tip

Use groups when you need:

• Nested logic (for example, combining AND and OR rules)

• More complex targeting scenarios

• Clear separation of rule sets

To add a group:

1. Click Add Condition / Group.

2. Select Group.

3. Choose the group logic (All of (AND) or At least one (OR)).

4. Add conditions inside the group.

Fig. 5. Adding a group of conditions.

Segment Examples

The following examples demonstrate common segment configurations and show how condition logic and grouped conditions work together in real-world scenarios.

Email subscribers with Gmail addresses

Use this segment when you want to target contacts who are subscribed to Email and use a Gmail address.

Segment logic - All of (AND)

Attribute	Operator	Value
Email Consent	Equals	Subscribed
Email	Ends with	gmail.com

Fig. 6. Example of a segment using email subscribers with Gmail addresses

Contacts subscribed to SMS or WhatsApp

Use this segment when you want to reach contacts who are subscribed to at least one of multiple messaging channels.

Segment logic - At least one (OR)

Attribute	Operator	Value
SMS Consent	Equals	Subscribed
WhatsApp Consent	Equals	Subscribed

Fig. 7. Example of a segment using SMS consent or WhatsApp consent.

Contacts in a specific country

Use this segment when you want to target contacts in a specific country.

Segment logic - All of (AND)

Attribute	Operator	Value
Country	Equals	United States

Fig. 8. Example of a segment using contacts by country equals United States

Contacts with phone numbers

Use this segment when you want contacts who have a phone number set (for example, before launching an SMS campaign).

Segment logic - All of (AND)

Attribute	Operator
Phone number	Exists

Fig. 9. Example of a segment using phone number exists operator

Email subscribers using Gmail or located in United States

Use this segment when you want to target contacts who are subscribed to Email and either use Gmail or are located in United States.

Segment logic - All of (AND)

Top-level conditions:

Attribute	Operator	Value
Email Consent	Equals	Subscribed

Grouped conditions - At least one of (OR)

Lower-level conditions:

Attribute	Operator	Value
Email	Ends with	gmail.com
Country	Equals	United States

Fig. 10. Example of a segment using nested condition groups.

Step 4: Preview Matching Contacts

Click the Preview tab to see which contacts currently match the configured rules.

Fig. 11. Previewing matching contacts.

Step 5: Save the Segment

Once the segment conditions are configured and the preview confirms the expected results, click Submit to save and activate the segment.

Fig. 12. Save and activate the segment.

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Edit Contact Segment

Use segment editing to update conditions and review matching contacts.

1. Go to Contacts → Segments.

2. Locate the segment you want to update.

3. Click Edit in the actions menu.

4. Perform the needed changes and click Submit to save the changes.

Fig. 13. Segment actions menu.

Preview Contacts in Segments

Use the Preview tab to review contacts that currently match the segment rules.

1. Edit the segment.

2. Open the Preview tab.

Fig. 15. Segment Preview tab.

Filter Contacts in Preview

Use filters above the preview table to narrow down the displayed contacts based on contact attributes.

1. Enter values in one or more filter fields.

2. Click the Filter button to apply the selected filters.

The preview table is updated only after the Filter button is clicked.

Fig. 16. Filter fields in Segment Preview.

Add a Filter

Use Add Filter to access additional filters based on contact attributes.

1. Click Add Filter.

2. Select an available filter from the list.

Fig. 17. Add a filter in Segment Preview.

Available Filters

The following filters are available for use. This includes both default filters and filters added via Add Filter.

Filter	Description
Full name	Filters contacts by full name.
Phone number	Filters contacts by phone number.
Email	Filters contacts by email address.
First name	Filters contacts by first name.
Last name	Filters contacts by last name.
Country	Filters contacts by country.
SMS Consent	Filters contacts by SMS subscription status.
WhatsApp Consent	Filters contacts by WhatsApp subscription status.
Email Consent	Filters contacts by email subscription status.

Note

The list of available filters is based on contact attributes defined in your workspace. To make additional attributes available for filtering, create them in Contact Attributes.

Customize Visible Columns

You can choose which columns are shown in the preview table.

1. Click the Customize columns icon on the left side of the table.

2. Toggle columns on or off.

Fig. 18. Customize visible columns in Segment Preview.

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Delete Contact Segment

Deleting a segment permanently removes the segment definition, but does not delete any contacts.

Warning

Before deleting a segment, make sure it is not used by any active or scheduled broadcasts or automations.

1. Go to Contacts → Segments.

2. Locate the segment you want to delete.

3. Click Delete in the actions menu.

Fig. 19. Segment actions menu.

4. In the Delete segment window, click Delete to confirm the action.

Fig. 20. Delete segment confirmation window.