What is a Segment?
Segments are dynamic contact groups created using filters such as email activity, tags, contact fields, or engagement. Unlike static lists, they update automatically as contacts enter or exit the defined criteria, making them useful for targeting specific groups who meet certain behaviors or demographics.
Key Benefits of Using Segments
- Automatically refresh based on contact behavior and attributes
- Save time by reusing segments across different campaigns
- Reduce bounce rates by excluding inactive or unqualified leads
- Combine multiple filter conditions with AND/OR logic
- Increase email relevance through better targeting
- Eliminate the need for manual contact updates
How to Build a Segment - Step-by-Step Instructions
- Navigate to Marketing > Emails > Campaigns and create a new campaign or edit an existing one
- Click "Send Or Schedule" from the top right in the Email Builder
- Scroll to the "Recipient (To)" section and select "Build Segments"
- Choose filters (e.g., Tag is "Compliant" AND Pre-Built Segment is Contacts Engaged in Last 7 days)
- Use "Add Filter" or "Add OR Filter" to build complex conditions
- Click Save or Review and Send
Smart Lists vs Segments
Smart Lists exist in the Contact Manager for custom views, while Segments function within the campaign builder for dynamic contact selection during sending. Both auto-update, but segments workflow-integrate while Smart Lists support manual inclusion via tags.
Frequently Asked Questions
Q: Can I reuse segments across campaigns?