Creating Segments

* Page referenced in this article: contact segments page.

A Segment is a filtered list of people that have something in common, such as the same Tag, Custom Field, or some other criteria.

When a Segment is created, it dynamically includes and excludes people based on the specified filter criteria. When a person matches the criteria, they are included in the Segment. When a person no longer matches the criteria, they are excluded from the Segment. There is no limit to the number of times a person can be included or excluded from a Segment. A person can be included in multiple segments at the same time without counting towards your billing multiple times.

Filter Criteria

Apply filters to your list to create a new Segment. You can use multiple conditions in a filter. To add additional conditions, click + And button or the + Add "OR" rule group underneath.

When multiple conditions are separated by AND a person must satisfy each condition to be returned in the segment.

When sets of conditions are separated by OR a person is only required to fulfill one set of conditions to be included in the segment.

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