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Segments are named, reusable contact groupings scoped to your workspace. Save a filter you use often, or build a dynamic rule set that tracks live matches — and reuse either one to target a proactive campaign.

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Two kinds of segment

Segments come in two flavors, and the dashboard treats them differently:

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Filter segments

Saved from the current filter bar on the Contacts page (status, tags, spam classification, search). These can be applied back to the contact list with one click — they’re a bookmark for a filter combination you use often.

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Rule-based segments

Built with the visual rule builder. These evaluate a set of conditions dynamically against every contact and show a live member count. Rule-based segments can be referenced as an audience in a proactive campaign — filter segments cannot. A segment is one or the other, never both: saving a rule set clears any stored filters, and vice versa.
Segments created before the rule builder shipped are filter-only (“legacy”). They still work and can be applied or renamed, but re-save them with rules if you want to use them for campaign targeting.

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Managing segments

  1. Go to Dashboard > Contacts
  2. Click Segments in the filter bar
  3. From the menu you can:
    • Apply a filter segment to the contact list
    • New segment — open the rule builder to create a rule-based segment
    • Save current filters — save your active status/tag/spam/search filters as a filter segment
    • Edit rules (or View, for legacy segments) on an existing segment
    • Rename or Delete a segment
Rule-based segments show a live member count in their submenu, and their editor shows a preview of the first few matching contacts.

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Building rules

Each rule is a field + operator + value condition. Add up to 25 conditions and combine them with All rules (AND) or Any rule (OR) — a single combinator applies across every condition in the segment. Notes:
  • is any of takes a comma-separated list of values.
  • exists needs no value — it just checks the field is present.
  • Custom attribute conditions also need an attribute key, matched against the contact’s stored custom attribute data.
As you build a rule-based segment, a debounced live count (“N contacts match”) updates under the rule rows once every condition is complete — so you can see the audience size before saving.

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Using segments in campaigns

When creating or editing a proactive campaign, choose Saved segment as the audience and pick a rule-based segment from the list. Only rule-based segments appear in the picker — filter (legacy) segments match nobody in a campaign context, since they have no dynamic rules to evaluate against a visitor. For a one-off targeting need that isn’t worth saving, choose Custom rules on the campaign instead and build the rule set inline with the same builder.

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Plan limits

The limit applies to the total number of saved segments (filter and rule-based combined) per workspace. See Billing & Plans for full plan details.

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Tips

  • Save filter segments for views you check often — e.g. “New this week” or “Spam to review” — and use rule-based segments when you need to target campaigns.
  • Keep rules simple where you can. A two- or three-condition rule set is usually enough to define a useful audience, and it’s easier to reason about than a long chain.
  • Check the live count before saving. If a rule-based segment matches 0 or nearly all of your contacts, a condition is probably too narrow or too broad.
  • Re-save legacy segments with rules if you want to reuse them as campaign audiences — a search-based segment alone can’t be targeted.