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Create a segment to filter your contacts

Segments are a powerful tool that you can use to filter out contacts based on specific criteria. This is especially useful when targeting contacts that meet certain characteristics and preferences.

Moreover, segments allow you to perform various actions on these filtered contacts. For example, you can send email campaigns that are 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.

Good to know

  • In this article, we explain how to create a segment from scratch but you can also use some of our pre-defined segments to save time and effort. To learn more, check our dedicated article Segment your contacts using a pre-defined segment.
  • You can add a maximum of 100 conditions in a segment.
  • You can add a maximum of 50 tags in each condition.

Step 1: Access the segmentation tool

From Contacts From Segments
  1. Go to Contacts.
  2. Click + Add a filter.

Step 2: Choose your first condition

  1. In the dropdown menu, choose a condition and fill in the required fields. To learn more about the conditions and options available, check our dedicated article About segments.
  2. The contacts who meet this condition will appear below the segment.

Step 3: (Optional) Add more conditions

You can add multiple conditions and choose to join them with AND or OR. This functionality allows you to further refine your segments to target your audience precisely.

AND

Requires both conditions to be true and is useful to add dependent conditions

OR

Qualifies a contact for whom either condition is true and is useful to include either of your conditions or all simultaneously

Step 4: Save your segment

  1. Once you're done creating your segment, click Save as segment.
  2. Name your segment.
  3. Save it in an existing category or create a new one.
  4. Click Create.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

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