Segments
Dynamic segments automatically group contacts based on criteria (tags, activity, deal stage, etc.).
Steps
- Create segments from the Contacts page using filters.
- Set filter criteria: tags, last activity, deal stage, location, custom fields, etc.
- Save the segment — it auto-refreshes every 15 minutes.
- Use segments as audiences for campaigns and automations.
Good to know
- Segments are dynamic — contacts move in and out as their data changes.
- Combine multiple criteria for precise targeting.
Example: A SaaS marketer creates a "Trial Day 7+" segment: stage=TRIAL AND createdAt > 7 days ago AND last_login_at > 24h ago. The segment auto-recalculates every 15 min; her drip "Are you stuck? Reply YES for help" auto-enrolls anyone who matches and removes them when they convert or churn. No manual list management.
Troubleshooting
Segment shows 0 contacts but I know there should be matches
Segment rules use AND logic by default (all rules must match). One strict rule can exclude everyone. Deleted contacts are also excluded.
Fix: Edit the segment, simplify to one rule, test. Add rules back one at a time to find which rule is too restrictive.
Contact is in the wrong segment
The contact's data matches the segment rules. Segments are dynamic — they re-evaluate automatically.
Fix: Edit the contact's data so it no longer matches, or edit the segment rules to exclude the contact.
Error messages
Failed to apply segment rules— One or more rules has an invalid value. Edit the segment and check each rule for typos or missing values.
Plans
All plans include segments. AI-powered smart segments use AI token allocation.
Related
- Contacts — segments filter contacts by rules
- Campaigns — segments define who receives marketing emails
- Automation — segment membership can trigger workflows