This feature is in beta and is being gradually rolled out to accounts.
Segments group contacts based on specific criteria. Use segments to organize contacts and target specific audiences in marketing campaigns and automations.
There are two types of segments:
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Static: A fixed group of contacts that you add or remove manually.
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Dynamic: A group that updates automatically based on rules you set. Contacts are added or removed as they meet or stop meeting the rules.
To create a static segment:
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From the dashboard, click Contacts.
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Click Segments.
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Click New Segment, then select Static.
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Enter a name for the segment. You can also add a description for internal use.
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Click Continue.
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In Segment contacts, search for and select the contacts you want to add.
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Click Done.
Dynamic segments use rules to decide which contacts belong to the segment.
To create a dynamic segment:
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From the dashboard, click Contacts.
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Click Segments.
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Click New Segment, then select Dynamic.
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Enter a name for the segment. You can also add a description for internal use.
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Click Continue.
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In Rules, choose whether contacts must match ALL or ANY of the rules. Then select a field, a condition, and a value. To add another rule, click Add Rule.
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Click Done.
The contacts that currently match the rules are listed below them. The segment updates automatically as contacts meet or stop meeting the rules.