How Segments Work
What segments are, how they filter contacts dynamically, and how to use them for campaigns and workflow targeting.
Segments let you group contacts by rules so you can target the right people with the right message. They update dynamically — as contacts match or stop matching your rules, they enter or leave the segment automatically.
What you can filter by
Segment rules can use:
- Contact fields — email, company, job title, country, city, source
- Tags — any tag attached to the contact
- Lifecycle stage — SUBSCRIBER, LEAD, MQL, SQL, CUSTOMER
- Lead score — numeric threshold (Growth+)
- Engagement score — 30-day activity level (Growth+)
- Engagement trend — RISING, STABLE, DECLINING (Growth+)
- Conversion likelihood — LOW, POSSIBLE, LIKELY, VERY_LIKELY (Growth+)
- Dates — created date, last engaged date
Standard vs smart segments
Standard segments (Starter+) use basic contact fields, tags, and lifecycle stages.
Smart segments (Growth+) add scoring and engagement-based rules — lead score thresholds, engagement trends, and conversion likelihood.
Plan requirement
Standard segments require Starter or above. Smart segments require Growth or above. The segment builder shows which rules are available on your plan.
How segments are used
- Campaigns — select a segment as your audience when sending
- Workflow enrollment — enroll all contacts in a segment into a workflow
- Analytics — filter reporting by segment
- AI Copilot — AI can recommend segments based on your goals (Pro)
Creating a segment
- Go to Audience → Segments
- Click Create Segment
- Set the match type (ALL rules or ANY rule)
- Add rules
- Name and save
The segment begins evaluating contacts immediately. You can see the matched count on the segment detail page.
Tips
- Start with simple rules (one tag or one lifecycle stage) and add complexity as needed
- Use segments for campaigns instead of sending to your entire list
- Review segment counts before enrolling contacts in workflows — large segments can generate many enrollments at once