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Segments are especially useful when you need to work with a specific group of contacts. Instead of manually filtering every time, you can save those filters as a segment and access them instantly.

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What is a segment?

A segment is a saved list of filters. Think of it as a smart group that automatically includes contacts who match your criteria. For example, if you create a segment with the rule “Tag must contain Active Client,” the segment will always show you contacts with that tag - no manual sorting needed.

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How segments work

When you view a segment, the system only displays contacts that match all of your filter rules.
Contact overview page showing segment filter
You can view any segment by clicking the filter option (spot 2 in the image above), then selecting the segment you want to see.

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Creating a segment

Click the “Add segment” button to get started.
Segment creation modal
Then build your filter rules based on what you need.

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Understanding the AND logic

Important: When you create multiple rules, all of them must be true for a contact to match. Think of each rule with an “AND” between them. For example, if you have these 3 rules:
  • Tag contains Contact Type: Client
  • Tag does not contain Flag: Do Not Text
  • Last contacted more than 45 days ago
The contact must match all three: The contact must have a tag containing “Contact Type: Client” AND not have “Flag: Do Not Text” AND have been last contacted more than 45 days ago. This gives you precise control over exactly which contacts appear in your segment.
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