Segments

Segments are dynamic groups of contacts that update automatically based on conditions you define. Unlike lists (which are static), segments re-evaluate their membership whenever the underlying contact data changes.

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How Segments Work

A segment is a set of conditions. A contact is included in the segment when it matches all conditions. Segments can be global (across all contacts in your team) or scoped to a specific list. Segment contact counts are cached and recalculated asynchronously to keep the dashboard fast even with large audiences.

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Creating a Segment

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Conditions

Each condition consists of three parts:

1. Field — The contact property to evaluate (email, status, a custom property, list membership, or topic subscription)
2. Operator — How to compare the field value
3. Value — The value to compare against

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Operators

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Example Conditions

• Email ends with @company.com — target all contacts from a specific domain
• Status equals subscribed — only active contacts
• Custom property order_count greater than 5 — high-value customers
• Custom property signup_date after 2026-01-01 — recent signups

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AI Segment Builder

Instead of manually building conditions, you can describe your target audience in plain English. The AI segment builder converts your description into structured conditions automatically. For example, type:

“Subscribed contacts who signed up after January 2026 with more than 3 orders”

The AI generates the corresponding conditions:

• Status equals subscribed
• signup_date after 2026-01-01
• order_count greater than 3

You can review and adjust the generated conditions before saving.

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Using Segments in Campaigns

When creating a campaign, you can select a segment as your target audience. The campaign is sent to all contacts that match the segment’s conditions at the time of sending.

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Next Steps