Segments

A segment is a saved filter over your contacts. It's live: as contacts change, membership changes with it. Segments are what you target campaigns at and what segment_entry sequence triggers watch.

Building one

Under Segments, add conditions on any field: built-in ones like status and created_at, or your own custom fields. Group conditions with AND or OR, and nest groups for more complex logic (for example, "subscribed AND (plan is pro OR lifetime_value over 500)").

The preview count updates as you edit, so you can see how many people a segment catches before you save it.

Using a segment

• Campaigns send to a segment or a hand-picked list.
• Sequences with a segment_entry trigger enroll a contact the moment they match, and can stop them if they later fall out.
• You can describe a segment in plain language, or an agent can create one with create_segment.

Tips

• Segments filter, they don't dedupe or merge. One contact, one row.
• A condition on a custom field that doesn't exist yet returns nothing rather than erroring, so build the field first.