Creating smart segments

Segments are saved groups of contacts that match specific criteria. Use them to organize your customer base, target campaigns, and track important groups over time.

Creating a segment

Go to Contacts and click the 'Segments' tab. Click 'Create Segment' and define your filter conditions. You can filter by any contact attribute: name, email, phone, city, country, company, custom attributes, last activity date, number of conversations, and more.

Filter conditions

Combine multiple conditions to define your segment precisely. Available operators include: equals, not equals, contains, does not contain, is present, is not present, greater than, and less than. All conditions are combined with AND logic.

Dynamic segments

Segments are dynamic by default. As contacts are created or updated, they are automatically added to or removed from matching segments. There is no need to manually manage membership -the segment always reflects the current state of your contacts.

Using segments

Use segments to quickly filter your contact list, send targeted campaigns, or understand your customer base. For example, create segments for 'Enterprise customers', 'Contacts without email', 'Active in last 30 days', or 'European users'.