Segments¶
Segments are saved, named groups of contacts defined by a filter. Build one once, and reuse it everywhere: as an email campaign audience, in workflow sends, or as a living view of a slice of your CRM. You'll find them under CRM > Segments.
Every segment is one of two kinds. Active segments re-evaluate their filter on a schedule, so membership keeps itself up to date as your contact data changes. Static segments take a one-time snapshot that you manage by hand.
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Create a segment
Walk through the creation wizard: pick what to group, choose a kind, name it, and build the filter.
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Active vs static segments
How the two kinds behave: refresh schedules, managing members by hand, and converting between them.
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Organize with folders
Keep a growing list of segments tidy with nested folders.
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Use segments in emails
Send campaigns to a segment and personalize every message with segment data.