Create and manage segments
Save a reusable audience rule, choose Dynamic or Static, then edit, duplicate or delete it.
A segment is a saved filter rule. It stores only the rule, not copies of your contacts, so one contact list can power many segments. Open Contacts, then Segments, select Create segment, name it, pick Dynamic or Static, add conditions and save.
For a quick one-off filter on the contacts table, see Filter, bulk actions and export. Save it as a segment when you will need the same audience again.
Create a segment
- 1Select Create segment.
- 2Enter a Segment name, for example "VIP customers". It is required.
- 3Add a Description if you like: a short note on who the segment targets.
- 4Under How should this segment update? choose Dynamic or Static.
- 5Under Conditions, choose a field, an operator and a value. See Segment conditions and operators.
- 6Check the live count: Matches ≈ N contacts right now.
- 7Select Save segment.
Dynamic or Static?
| Type | Behaviour | Good for |
|---|---|---|
| Dynamic | Updates itself. Contacts join or leave automatically as they start or stop matching. | Ongoing audiences such as "Active in the last 30 days". |
| Static | A fixed list. Locks in everyone matching right now; new matches later are not added. | A one-off send to an exact list. |
Static segments show the frozen count and a frozen date in the list.
Manage segments
- Search with Search segments... and sort by Segment, Matches or Last updated.
- Select a segment to view the contacts it matches.
- Use the row menu to Edit, Duplicate or Delete.
- Deleting removes the saved rule only. Your contacts are not affected.
Each plan includes a set number of segments. When you reach it, Create segment is disabled and a banner suggests the next plan.
Common questions
Does a segment include opted-out contacts?
Only if your rule lets them in. Either way, consent is always re-checked when you send. Add Consent status is Opted in to see your reachable marketing audience.
Can I turn my current filter into a segment?
When a segment is started from your current filter, the builder opens prefilled with it. Adjust it and save.
Still stuck?
Raise a ticket or chat on WhatsApp. We typically reply within 24 hours.