What are Segments?
Segments are dynamic lists of leads that automatically update based on rules and conditions you define. When leads match segment rules, they’re automatically added to the segment. When they no longer match, they’re removed.Screenshot placeholder: Add a screenshot showing the segments list page
How Segments Work
Dynamic Membership
Segments automatically include or exclude leads based on:- Rules: Conditions that leads must meet
- Real-time Updates: Changes as lead data changes
- Automatic Refresh: Regular updates to membership
Rule-Based
Segments use rules to determine membership:- Field: What to check (source, status, custom field, etc.)
- Operator: How to compare (equals, contains, greater than, etc.)
- Value: What to compare against
Multiple Rules
Segments can have multiple rules:- All rules must match (AND logic)
- Leads matching all rules are included
- Flexible rule combinations
Segment Components
Basic Information
Segment Name:- Descriptive name identifying the segment
- Shown in segment list
- Used when selecting segments for campaigns
- Optional explanation of segment purpose
- Helps team understand segment goals
- Useful for documentation
- Visual identifier for the segment
- Shown in segment list and badges
- Helps distinguish segments
Rules
Rules define segment membership: Rule Structure:- Field: What to check
- Operator: Comparison method
- Value: Comparison value
- Source equals “Campaign A”
- Status equals “Active”
- Custom field “Priority” equals “High”
- Created date after “2024-01-01”
Membership
Member Count:- Number of leads currently in segment
- Updates automatically
- Shown in segment list
- List of leads in the segment
- Can be viewed and exported
- Updates as rules change
Segment Status
Active
Segments that are:- Currently active
- Updating membership
- Available for campaigns
- Showing member count
Inactive
Segments that are:- Temporarily disabled
- Not updating membership
- Not available for campaigns
- Preserving current members
Inactive segments preserve their current membership but don’t update automatically. Reactivate to resume updates.
Use Cases
Targeted Campaigns
Send campaigns to specific lead groups:- High-priority leads
- Leads from specific sources
- Leads with certain characteristics
- Geographic segments
Lead Organization
Organize leads automatically:- By status
- By source
- By custom field values
- By engagement level
Analysis
Analyze lead groups:- Compare segment performance
- Identify high-value segments
- Track segment growth
- Measure conversion rates
Creating Segments
Basic Steps
- Click “Create Segment”
- Enter segment name and description
- Choose segment color
- Add rules defining membership
- Save segment
- Segment automatically populates
Creating Segments
Learn step-by-step how to create segments
Segment Rules
Available Fields
You can create rules based on: Standard Fields:- Source
- Group name
- Status
- Priority
- Tags
- Country
- Language
- Campaign participation
- Campaign exclusion
- Campaign response
- Created date
- Last contact date
- Any custom field you’ve created
- Supports all custom field types
Segment Rules
Learn about all available rules and operators
Managing Segments
View Segments
See all segments:- Segment name and description
- Member count
- Active/Inactive status
- Rules summary
- Actions menu
Edit Segments
Modify segment configuration:- Update name and description
- Change color
- Add or remove rules
- Change rule values
- Activate/deactivate
Refresh Segments
Manually refresh segment membership:- Recalculate membership
- Update member count
- Apply latest rules
- Useful after data changes
Delete Segments
Remove segments:- Permanently delete segment
- Does not delete leads
- Removes segment from campaigns
- Cannot be undone
Viewing Segment Members
Member List
View leads in a segment:- Expand segment to see members
- Table showing lead information
- Search and filter members
- Export member list
Member Information
See details for each member:- Contact information
- Custom field values
- Campaign participation
- Why they match segment
Screenshot placeholder: Add a screenshot showing expanded segment with member list
Organization View
My Segments
View only segments you created. This is the default view.All Organization Segments
View segments from all organization members. Available to:- Organization owners
- Organization admins
- See all organization segments
- Filter by creator
- View organization-wide segments
- Note: Editing depends on ownership
Best Practices
- Clear Names: Use descriptive segment names
- Document Rules: Add descriptions explaining segment purpose
- Test Rules: Verify rules match expected leads
- Regular Refresh: Refresh segments after data changes
- Monitor Size: Watch segment size for performance
- Review Regularly: Update segments as needs change
Next Steps
Creating Segments
Learn how to create your first segment
Segment Rules
Understand all available rules and operators