Create a contact segment

A segment is a saved group of contacts, such as "Catering enquiries from September". It updates itself as new leads arrive and existing ones change.

Steps

1. Open Messages & customers → Contacts and filter the list down to the group you want.
2. Click Save as segment. Give it a name. You see how many contacts match before you save.
3. For more control, open Segments and click New segment. Add rules, for example a custom field that "is any of" several values, or numbers and dates compared to a value.
4. On a segment, click View contacts to see who is in it.

Use a segment

• Send a broadcast to it. See Send an email broadcast.
• Start a journey when someone joins or leaves it. See Build a journey.

Good to know

• Deleting a segment removes only the grouping. Your contacts are untouched.
• You can ask the assistant: "Make a segment of everyone who booked in the last 90 days."