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ContactsSegments

Segments

Segments are dynamic filtered lists of contacts based on conditions. Use segments as broadcast audiences to target the right customers.

Go to Settings → Segments, or access segments during broadcast creation.

Create a Segment

  1. Go to Settings → Segments
  2. Click + Create Segment
  3. Enter a segment name (e.g. “Mumbai VIP Customers”)
  4. Add filter conditions using the condition builder:

Filter Conditions

Field TypeAvailable Operators
Contact namecontains, equals, starts with
Phone numbercontains, equals
Taghas tag, does not have tag
Custom attributeequals, contains, greater than, less than
Created datebefore, after, between

Combining Conditions

  • AND — Contact must match all conditions
  • OR — Contact must match at least one condition

Example: Tag = "premium" AND City = "Mumbai" → Only premium contacts from Mumbai

View Segment Contacts

  1. Open a segment
  2. Click Preview Contacts to see the matching contacts
  3. The contact count updates automatically as contacts are added/removed

Edit a Segment

  1. Open the segment
  2. Click Edit
  3. Modify the conditions
  4. Save — the segment updates immediately

Delete a Segment

  1. Open the segment
  2. Click Delete Segment
  3. Confirm

Deleting a segment does not delete the contacts in it.

Using Segments in Broadcasts

When creating a broadcast:

  1. Go to the Audience step
  2. Select Segment as the source
  3. Choose your segment
  4. The recipient count is estimated based on current segment members

Segments are evaluated at broadcast send time, so contacts added after scheduling will be included.

Import ContactsTags