Segments

Build live groups of contacts from filters, such as "AMC customers" or "Hot leads from IndiaMART", and message them in one go.

A segment is a group of contacts that matches the filters you set. You never add people to it by hand. Every contact who matches is included, now and later, and anyone who stops matching drops out on their own.

For example, a segment with the filter List is in AMC customers always holds your current AMC customers, ready for a renewal campaign.

The Segments tab listing two segments, with how many contacts and filters each one has

Create a segment

1. Start a new segment

Go to Contacts, open the Segments tab and click New Segment.

The Segments tab with the New Segment button

2. Name it

Type a Segment Name that says who’s in it, for example AMC customers to renew. Up to 100 characters.

3. Add a filter

Click Add Filter, then click Select field… to choose what to filter by. Type to search the list of fields.

The field list: Last seen, Country, Added on, Tag, Paid, List and more

Pick a Condition and a Value. In this example: List · is in · AMC customers.

Filter set to List is in AMC customers

4. Check the preview and save

The list below the filters updates straight away and shows how many contacts match.

The filter you added.
How many contacts match it right now.
Send Campaign saves the segment and opens a new campaign for it.
Save Segment saves it.

The live preview: 2 contacts match these filters

Your segment now appears on the Segments tab (shown at the top of this article), with how many contacts it holds (Users) and how many Filters it uses.

Combine filters

Add more filters with Add Filter. Join them with and (a contact must match every filter) or or (a contact can match any filter).

Example: Coimbatore residential, bill over ₹5,000 uses three filters joined with and: District is Coimbatore, Tag contains Residential, and Monthly bill (₹) is greater than 5000.

Filters you can use

Group	Fields
Basic	Last seen · Country · Added on · Tag · Paid · List
Order history	Bought product · Last order before · Last order after · Number of orders
Contact	Department tag · Owner · Contact stage · Client status · Source channel · Do not call · Voice consent · WhatsApp opt-in · Deal value · Next follow-up · Last contacted · Lead temperature
Records, tasks & more	Has record · Has open task · Has quote · Has open ticket
Custom fields	Every custom field your business added, such as District or Monthly bill

Conditions depend on the field. Text fields offer is, contains, starts with; numbers offer greater than and less than; dates offer before and after.

Edit or delete a segment

On the Segments tab, click ⋮ on the segment’s row.

Edit opens the filters. Change them and click Save Segment.
Delete asks you to confirm. Deleting a segment can’t be undone, but the contacts in it aren’t touched.

Useful segments to create

Segment	Filters
Hot leads with no next step	Lead temperature is Hot · and · Next follow-up is empty
Quotes viewed, not accepted	Has quote is Viewed
AMC customers	List is in AMC customers (or Has record is your AMC record type)
Not opted in to WhatsApp	WhatsApp opt-in is Opted out

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