Segments
Live CRM audience queries — build segments with filters or AI natural language.
Segments are live queries against your CRM contact database. Unlike static lists, segments update automatically as your contact data changes — there's no export step and no stale audience to manage. Use segments for recurring sends, nurture tracks, and any campaign where the right audience is defined by behavior or properties rather than a fixed list.
Creating a Segment
Navigate to Marketing > Segments and click New Segment. Choose your method:
Filter Builder
Build conditions using the visual filter builder. Drag conditions onto the canvas and combine them with AND / OR logic. Conditions can be grouped and nested.
Available filter conditions:
| Category | Example Conditions |
|---|---|
| Contact Properties | Name, email, phone, tags, custom fields, created date |
| Company | Industry, company size, country, revenue range |
| Deal | Stage, value, age, owner, close date |
| Activity | Last contact date, number of activities in window |
| Email Engagement | Opened campaign X, clicked campaign X, unsubscribed |
| Segment Membership | Member of segment Y (for combining segments) |
AI Natural Language (AI Mode)
Describe your audience in plain text and AI generates the filter conditions:
- Click AI Mode
- Type a description — for example: "enterprise accounts in Germany that opened our last 3 campaigns but have no deal created in the last 90 days"
- AI generates the filter conditions
- Review the generated filters — adjust any conditions before saving
- Click Save Segment
Segments are recalculated at send time, not when you define them. A contact added to CRM an hour before a scheduled campaign will be included if they match the segment conditions.
Segment Preview
As you build conditions, the preview panel shows:
- Live count — number of contacts currently matching the segment
- Preview table — first 10 matching contacts with name, email, and company
The count and preview update in real time as you add or modify conditions.
Static vs. Dynamic Segments
All segments are dynamic (live query) by default. To freeze a segment as a static snapshot:
- Open the segment
- Click Export to List
- A new static List is created with the current matching contacts
The original segment remains dynamic. Use static lists when you need a fixed audience that won't change as CRM data evolves.
AI Segment Builder — Example Prompts
| Prompt | What it builds |
|---|---|
| "Contacts who haven't been contacted in 60 days" | Last activity date > 60 days ago |
| "Leads in the healthcare industry with no deal" | Industry = Healthcare AND deal count = 0 |
| "Customers who clicked our last campaign but didn't buy" | Clicked campaign X AND no closed-won deal in 30 days |
| "Companies with more than 100 employees in France" | Company size > 100 AND country = France |
Managing Segments
- Edit — modify conditions at any time; existing campaigns using the segment will use the updated conditions at send time
- Duplicate — clone a segment as a starting point for a variation
- Archive — remove from the active list without deleting
- Delete — permanent; campaigns that used the segment retain their send history
Related
- Campaigns — Send a campaign to a segment
- Lists — Static audiences for one-time sends
- CRM Contacts — The underlying data that segments query