Segments

A segment is a saved group of contacts, defined by rules. Segments update themselves: a contact who starts matching the rules joins, and one who stops matching leaves.

Use segments to:

• choose who receives a broadcast, and
• limit an automation to some contacts.

Build a segment

Go to Audience → Segments and choose New segment, or start from a ready-made one such as New this month, Never contacted, Inactive 30 days, High engagement or Has email.

Add rules, combined with all (and) or any (or). Group rules for combinations like “in London and (tagged VIP or spent over 500)”.

Rule on	Ways to match
Contact fields and custom fields	is, contains, is empty, greater or less than (numbers), before, after or on (dates)
Tags	has any of, has none of, has any tag, has no tags
Last contacted	before, after, on
Message count	at least, at most, greater than, less than
Never contacted	yes

The count updates as you edit, so you can see how many contacts match before saving.

Include or exclude specific people

Add contacts by hand to always include them, or exclude them whatever the rules say. An imported list becomes a segment of exactly those people.

All opted-in contacts

Broadcasts can also go to All opted-in contacts: everyone with marketing consent on the channel. It’s built in and needs no setup.

Consent still applies

Being in a segment doesn’t override consent. A marketing broadcast to a segment only reaches the people in it who agreed to marketing on that channel, and nobody who opted out receives anything.