Skip to main content
A segment is a saved set of rules. Every contact that matches the rules is a member, and membership changes as your data changes. Nobody is added to a segment by hand. Use segments to:
  • Narrow a campaign sent to a list, for example “Newsletter, but only people who opened in the last 90 days”. See Send a campaign.
  • Filter the contacts table with one click on a segment chip.
  • Start or branch automations. See Automation triggers.

​
Create a segment

1

Open the builder

Go to Contacts → Segments and click Create Segment. The + Segment chip at the end of the segment chips on the contacts table also takes you to the Segments page.
2

Name it

Enter a Name (required) and an optional Description.
3

Add rules

Under Filter Rules, pick a field, an operator and a value for each rule. Use Add condition to add a rule to a group, and Add Condition Group to start a new group. Click the AND/OR pill between rules or groups to switch it.
4

Check the preview

The Filter logic: line spells out the combined rules. Sample Contacts shows a few matching contacts and the total.
5

Save

Click Create Segment (or Update Segment when editing). Membership is calculated as soon as you save.
Describe the audience in plain words in the AI Segment Builder box, for example “active subscribers who joined in the last 30 days”, and click Generate. The rules are filled in for you to review and edit before you save.You can also start from the Segments page: click Ask AI, describe the audience in the chat, and click Apply on a suggestion. A new segment opens with the suggested name and rules, ready to review and save. Nothing is saved until you click Create Segment.
If the rules contradict each other (always 0 contacts), always match everyone, or contain redundant rules, a Rule Issue Detected dialog appears. Choose Go back and fix or Save anyway. A segment needs at least one complete rule. A segment with no rules matches nobody.

​
Available rules

​
Profile

​
Dates

Date Added, Subscription Date and Last Activity support: Before (date), After (date), On (date), In the last N days / weeks / months, Not in the last N days, More than N days / weeks / months ago, Is today, Is yesterday, This week, This month. Last Activity also supports Is set and Is not set. Last activity is updated by email engagement, form submissions and recorded events.

​
Lists and segments

​
Engagement and behaviour

With Email Engagement → Clicked and a campaign selected, the link box lists every link in that campaign’s email, including links nobody has clicked yet. Choose Any link in this campaign, pick a link, or choose Another URL… and paste one. Links are matched by destination. Tracking parameters such as utm_* are ignored, so a URL copied from a report matches the same clicks as one picked from the list. Parameters that identify the link, such as ?product=42, still count.
On a campaign’s analytics page, the top-links table has a Segment people who clicked this action. It creates this rule for you.

​
Goal (RFM) rules

Goals are conversions such as purchases and sign-ups. They are recorded as events and goals. The Goals field supports recency, frequency and monetary rules: Choose a goal type (Purchase, Subscription, Lead, Sign-up, Booking, Trial, Other) or Any goal. For the value and count operators, in last … days limits the window. Leave it blank for all time. The “less than” operators also match contacts with no goals at all. Example segments:
  • VIP: Purchase, total value is at least 1000 in the last 365 days, AND Purchase, count is at least 5
  • At risk: Purchase, total value is at least 500, AND Purchase, last one more than 90 days ago

​
Custom field operators

​
Keep segment counts current

Membership is stored, not worked out each time you look. It is recalculated:
  • when you save the segment’s rules
  • when you click Refresh on the segment’s card on the Segments page
  • when you click the refresh icon (Recompute now) on the segment’s chip on the contacts table
Both refresh controls rebuild membership and update the count, and need permission to edit segments. Hover a chip to see when it was last recomputed.
Campaigns sent to a list narrowed by segments use the stored membership. If you have just imported contacts or changed data the rules depend on, recompute the segment before you send.
Each segment is given a colour automatically. The colour is used for its chip on the contacts table, its badge on contact rows, and in the send wizard.

​
Edit or delete a segment

On Contacts → Segments, click Edit (or View if your role can’t edit segments) to open the builder, or the trash icon to delete it. Deleting a segment doesn’t delete any contacts.

​
Troubleshooting

The event name must match exactly, including dots, slashes and capitals: order.completed doesn’t match order_completed, and an event from Segment named Order Completed must be typed with its capitals and space. Copy the name from the contact’s Activity tab or Analytics → Website Events.
Both show the stored membership, but each page shows the count from when it was loaded. Click Refresh on the segment’s card, or the chip’s refresh icon, then reload the other page.
It only counts contacts who are Subscribed to the list. Use List subscription status to target Pending or Unsubscribed list members.