Segments
Reusable groups of customers you can message and automate as one audience.
What it does
A segment is a saved audience, for example "Customers in Mumbai", "Signed up this month" or "Bought before but not recently". Instead of picking contacts one by one every time, you build the group once and reuse it in broadcasts and workflows.
Creating a segment
- Go to Manage Customers → Manage Segments and click New segment.
- Give it a clear name and, if you like, a short description.
- Select the customers who belong in it.
- Save. The segment now appears wherever you choose an audience.
Other ways people join a segment
You don't have to add everyone by hand. Contacts can land in a segment when:
- you import them and choose a segment at the end of the import;
- a workflow reaches an Add to segment step;
- someone submits a lead form that's set to add submitters to a segment;
- you select contacts in the Customers list and assign them in bulk.
Where you use segments
- Broadcasts: send an announcement to just that group. You can also open a segment and click Broadcast to this segment.
- Workflows: start an automation when someone enters a segment, and add or remove people as they move through a journey.
Good to know
- Keep segment names descriptive so your team knows who's inside without opening it.
- Smaller, well-targeted segments usually get better replies than one giant list.
- A contact can belong to many segments at once. "VIP", "Mumbai" and "Renewing soon" can all apply to the same person.
- A segment's page shows how many of its contacts are subscribed, unsubscribed or blocked, so you know how many you can actually reach.
Think of segments as the audiences for your campaigns. Get the segment right and the message reaches the people who care about it.
