{"article":{"id":7943906808594,"url":"https://sendinblue.zendesk.com/api/v2/help_center/en-us/articles/7943906808594.json","html_url":"https://help.brevo.com/hc/en-us/articles/7943906808594-Create-a-segment-to-filter-your-contacts","author_id":376380913299,"comments_disabled":true,"draft":false,"promoted":false,"position":3,"vote_sum":13,"vote_count":143,"upvote_count":78,"downvote_count":65,"section_id":202171449,"created_at":"2022-10-04T15:47:53Z","updated_at":"2026-10-27T10:37:29Z","name":"Create a segment to filter your contacts","title":"Create a segment to filter your contacts","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-05T12:51:43Z","user_segment_id":null,"permission_group_id":114904,"content_tag_ids":[],"label_names":["banner_all"],"body":"<div style=\"border: 0; color: inherit; font-family: inherit; font-size: inherit; margin: 1rem 0; padding: .5rem; background-color: #fff4f0; border-left: 3px solid #ff6e3d; border-bottom-right-radius: 8px; border-top-right-radius: 8px;\">\n<div style=\"margin: 0; padding: .5rem .75rem;\">\n<div style=\"color: #663e0f; font-size: 1.125rem; font-weight: bold; margin-bottom: 1rem;\">❗️ Important</div>\nOn <strong>1st January 2025</strong>,<strong> dynamic lists will become static lists</strong>. They will no longer be updated automatically but will remain available on the <a href=\"https://app.brevo.com/contact/list-listing\" target=\"_blank\" rel=\"noopener noreferrer\">Lists</a> page, working like other Brevo lists.<br>To replace your dynamic lists, we recommend using <a href=\"https://app.brevo.com/contact/segment\" target=\"_blank\" rel=\"noopener noreferrer\">segments</a>.</div>\n</div><p>Segments are powerful tools for <strong>filtering out contacts based on specific criteria</strong>. This is especially useful when targeting contacts with certain characteristics and preferences.</p><p>Segments allow you to <strong>perform various actions</strong> on these filtered contacts. For example, you can send email campaigns tailored to their interests and behavior. This is a great way to increase engagement and conversions, as it shows your contacts that you understand their needs and are willing to provide them with relevant content.</p><h1 id=\"h_01HF3Y0QSS4AADV83KYM0BPJAT\">Good to know</h1><ul>\n<li data-list-item-id=\"e14df195612f923b8c872f4414dc719b2\">In this article, we explain how to <strong>create a segment from scratch</strong> but you can also use some of our <strong>segment templates</strong> to save time and effort. To learn more, check our dedicated article <a href=\"https://help.brevo.com/hc/en-us/articles/11482358925458\" target=\"_blank\" rel=\"noopener noreferrer\">Segment your contacts using a segment template</a>.</li>\n<li data-list-item-id=\"e99192364f26dcb3c0edcc16cb495de93\">You can add a maximum of <strong>100 conditions</strong> in a segment.</li>\n<li data-list-item-id=\"e319a32687c8201a2d899ead19145ebce\">For multi-select options in a condition, you can add a maximum of <strong>50 tags</strong>.</li>\n<li data-list-item-id=\"e885713de891e002ebca100e52048083f\">If you have <strong>more than 2 million contacts</strong>, you have to click <strong>Search Contacts</strong> to apply your segment to your contacts list.</li>\n</ul><h1 id=\"h_01JN0WBM1D863C59CFHAAPVECT\"><span aria-label=\"1️⃣\">💭 Create a segment from scratch</span></h1><p><span aria-label=\"1️⃣\">You can create a segment by selecting the conditions you want to apply.</span></p><h2 id=\"h_01HF3Y0QSSM6NSGSAYJBD1C6T1\">\n<span aria-label=\"1️⃣\">Step 1: </span>Access the segmentation tool</h2><p>To access the segmentation tool:</p><!-- START OF TABS CODE --><div class=\"tabs\">\n<div class=\"tabs-menu\">\n<span class=\"tabs-link is-active\">From Contacts</span> <span class=\"tabs-link\">From Segments</span>\n</div>\n<div class=\"tab\"><ol>\n<li data-list-item-id=\"e7dd17595bb1a98ef0872ad82975bc878\">Go to <a href=\"https://app.brevo.com/contact/list\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>CRM &gt; Contacts</strong></a>.</li>\n<li data-list-item-id=\"e511aa4cddaf7f2067faa2f0f0b3268fc\">Click <strong>Add filter</strong>.<br><img src=\"https://help.brevo.com/hc/article_attachments/24947111598226\" alt=\"contats_click-add-filter_en-us.png\" width=\"551\" height=\"362\">\n</li>\n</ol></div>\n<div class=\"tab is-hidden\"><ol>\n<li data-list-item-id=\"ed052728d1f30347672f45bd6d270371e\">Go to <a href=\"https://app.brevo.com/contact/segment\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>CRM &gt; Contacts &gt; Segments</strong></a>.</li>\n<li data-list-item-id=\"eccb03c2543d5f86a410e1050a4746151\">Click <strong>Create a segment</strong>.</li>\n<li data-list-item-id=\"eda2c523b1c56d9eab69cf1e024637d9e\">Select <strong>Create segment from scratch</strong>.<br><img src=\"https://help.brevo.com/hc/article_attachments/21013182395922\" alt=\"contacts_create-segment-from-scratch_EN-US.png\">\n</li>\n</ol></div>\n</div><!-- END OF TABS CODE --><h2 id=\"h_01HF3Y0QSSFZ7YDC1Q5VTET51T\">\n<span aria-label=\"2️⃣\">Step 2: </span>Choose your first condition</h2><p>You can now add the condition you want to apply. To learn more about the conditions and options available, check our dedicated article <a href=\"https://help.brevo.com/hc/en-us/articles/14902945335954\" target=\"_blank\" rel=\"noopener noreferrer\">What conditions are available to segment my contacts?</a>.</p><ol>\n<li data-list-item-id=\"e238928304895b0c0d35c02102666a254\">In the dropdown menu, choose a <strong>condition within a folder</strong>.</li>\n<li data-list-item-id=\"edc5564b9b70602dfea3f8d49ce935bdb\">Fill in the <strong>required fields</strong>. The contacts who meet this condition will appear below the segment.<br><img src=\"https://help.brevo.com/hc/article_attachments/21013182389138\" width=\"601\" height=\"468\">\n</li>\n</ol><h2 id=\"h_01HF3Y0QSSBQ54XCFKP4JP9V3V\">Step 3: (Optional) Add more conditions<span class=\"notion-enable-hover\" data-reactroot=\"\" data-token-index=\"0\"></span>\n</h2><p>You can <strong>add more conditions</strong> and choose to join them with <strong>+ And</strong> or <strong>+ Or</strong>. This functionality allows you to further refine your segments to target your audience precisely.</p><ol>\n<li data-list-item-id=\"e7d280cda249e994c63e84f0405749740\">After you apply your first condition, click <strong>+ And</strong>, or <strong>+ Or</strong>.</li>\n<li data-list-item-id=\"e92b636ba84dbffded1100eb637046276\">Select and refine your condition the same way as in <a href=\"#h_01HF3Y0QSSFZ7YDC1Q5VTET51T\">step 2</a>.</li>\n<li data-list-item-id=\"ef3e43d54f691d9ab73d122a5cef69a90\">\n<strong>Repeat</strong> as many times as you want to add conditions, up to 100 conditions.</li>\n</ol><p>The following table describes both the behavior of the <strong>+ And</strong> and <strong>+ Or</strong> options.</p><figure class=\"wysiwyg-table wysiwyg-table-align-left\" style=\"width: 100%;\"><table style=\"border-collapse: collapse; border-style: solid; border-width: 1px;\">\n<thead><tr>\n<th style=\"border-style: solid; border-width: 1px; text-align: center; width: 12.9048%;\">Option</th>\n<th style=\"border-style: solid; border-width: 1px; text-align: center; width: 12.9048%;\">Description</th>\n<th style=\"border-style: solid; border-width: 1px; text-align: center; width: 12.9048%;\">Screenshot</th>\n</tr></thead>\n<tbody>\n<tr>\n<td style=\"border-style: solid; border-width: 1px; text-align: center; vertical-align: middle; width: 12.9048%;\"><strong>+ And</strong></td>\n<td style=\"border-style: solid; border-width: 1px; width: 29.7618%;\">Requires both conditions to be true and is useful to <strong>add dependent conditions</strong>. </td>\n<td style=\"border-style: solid; border-width: 1px; text-align: center; vertical-align: middle; width: 57.3333%;\"><img src=\"https://help.brevo.com/hc/article_attachments/21013182390674\"></td>\n</tr>\n<tr>\n<td style=\"border-style: solid; border-width: 1px; text-align: center; vertical-align: middle; width: 12.9048%;\"><strong>+ Or</strong></td>\n<td style=\"border-style: solid; border-width: 1px; width: 29.7618%;\">Qualifies a contact for whom either condition is true and is useful to<strong> include either of your conditions or all simultaneously</strong>. </td>\n<td style=\"border-style: solid; border-width: 1px; text-align: center; vertical-align: middle; width: 57.3333%;\"><img src=\"https://help.brevo.com/hc/article_attachments/21013153384338\"></td>\n</tr>\n</tbody>\n</table></figure><h2 id=\"h_01HF3Y0QSS7X2NSKFRMS4BYKJM\">Step 4: Save your segment</h2><p>Once you're done creating your segment:</p><ol>\n<li data-list-item-id=\"e68c8dff137c233588d562a0ca6ebe25a\">Click <strong>Save as segment</strong>.<br><img src=\"https://help.brevo.com/hc/article_attachments/24947111600786\" alt=\"contacts_save-new-segment_en-us.png\" width=\"549\" height=\"264\">\n</li>\n<li data-list-item-id=\"e7f09bae743b85466baab07c4a8ff0452\">\n<strong>Name</strong> your segment.</li>\n<li data-list-item-id=\"e2f8e2d43b8404a24a1d8ab256081d01d\">\n<strong>Select</strong> an existing category or create a new one.</li>\n<li data-list-item-id=\"e02135468cb70bc9ade1fa472dc2a910a\">Click <strong>Create</strong>.</li>\n</ol><h1 id=\"h_01KBD662YJG5G755XCWN8KX1ZT\">🤖 Segment your contacts with Aura</h1><div style=\"border: 0; color: inherit; font-family: inherit; font-size: inherit; margin: 1rem 0; padding: .5rem; background-color: #effaf7; border-left: 3px solid #02835C; border-bottom-right-radius: 8px; border-top-right-radius: 8px;\">\n  <div style=\"margin: 0; padding: .5rem .75rem;\">\n    <div style=\"color: #02835c; font-size: 1.125rem; font-weight: bold; margin-bottom: 1rem;\">✅ Plan availability</div>\n    <span>The <strong>Generate segment</strong> feature is only available on the <strong>Professional and Enterprise</strong> plans. For more information, check our <a href=\"https://www.brevo.com/pricing/\" target=\"_blank\" rel=\"noopener noreferrer\">pricing page</a> or <a href=\"https://www.brevo.com/enterprise/contact/\" target=\"_blank\" rel=\"noopener noreferrer\">talk to one of our sales experts</a>.</span>\n  </div>\n</div>\n<div style=\"border: 0; color: inherit; font-family: inherit; font-size: inherit; margin: 1rem 0; padding: .5rem; background-color: #fff4f0; border-left: 3px solid #ff6e3d; border-bottom-right-radius: 8px; border-top-right-radius: 8px;\">\n  <div style=\"margin: 0; padding: .5rem .75rem;\">\n    <div style=\"color: #663e0f; font-size: 1.125rem; font-weight: bold; margin-bottom: 1rem;\">❗️ Important</div>\n    For now, Aura can only generate filters related to <strong>contact details (standard and custom attributes), email, SMS, and e-commerce.</strong>.\n  </div>\n</div><p>The <strong>Generate segment</strong> feature is powered by Aura, Brevo's AI-powered assistant. With Aura, you can create segments by simply writing a prompt describing your needs. This eliminates the manual configuration of conditions, as Aura automatically generates the appropriate segment based on your description.</p><ol>\n<li>Go to <strong><a href=\"https://app.brevo.com/contact/list\" target=\"_blank\" rel=\"noopener\">CRM &gt; Contacts</a></strong>.</li>\n<li>Click <strong>Generate segment</strong>.</li>\n<li>Write a prompt corresponding to the contacts you want to segment.\n<div style=\"border: 0; color: inherit; font-family: inherit; font-size: inherit; margin: 1rem 0; padding: .5rem; background-color: #efeefc; border-left: 3px solid #4f46b2; border-bottom-right-radius: 8px; border-top-right-radius: 8px;\">\n<div style=\"margin: 0; padding: .5rem .75rem;\">\n<div style=\"color: #4f46b2; font-size: 1.125rem; font-weight: bold; margin-bottom: 1rem;\">➡️  For example</div>\nIf you want to segment contacts that have not opened your email in the past 6 months, you can write \"Contacts that have not opened any email in the last 6 months\" and click Generate segment.</div>\n</div>\n</li>\n<li>Click <strong>Generate segment</strong>. You can manually refine the created segment or adjust your prompt.</li>\n</ol><p>To learn more about Aura, check our dedicated article <a href=\"https://help.brevo.com/hc/en-us/articles/25951005963666\" target=\"_blank\" rel=\"noopener noreferrer\">Discover Aura - Brevo’s AI-powered assistant</a>.</p><h1 id=\"h_01HF3Y0QSSX8213CQV3T6XS67P\">⏭️ What's next?</h1><ul>\n<li data-list-item-id=\"e703244bc89250159d1370c75a0374443\"><a href=\"https://help.brevo.com/hc/en-us/articles/8423408941330\" target=\"_blank\" rel=\"noopener noreferrer\">Use segments (contact management, email campaigns, automations)</a></li>\n<li data-list-item-id=\"e33457505245c257f2bdbf0501ba0af8d\"><a href=\"https://help.brevo.com/hc/en-us/articles/5175058666386\" target=\"_blank\" rel=\"noopener noreferrer\">Manage your segments</a></li>\n<li data-list-item-id=\"e0b410c6f0456f24614653c6dbe119ac2\"><a href=\"https://help.brevo.com/hc/en-us/articles/5196818217618\" target=\"_blank\" rel=\"noopener noreferrer\">Create folders to organize your segments</a></li>\n</ul>","user_segment_ids":[]}}