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Rules Overview

Segment rules determine which leads belong to a segment. Each rule consists of:
  • Field: What to check
  • Operator: How to compare
  • Value: What to compare against
Leads must match ALL rules to be included in the segment.

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Standard Fields

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Source

Where the lead came from. Operators:
  • Equals
  • Not Equals
  • Contains
  • Not Contains
Example:
  • Field: Source
  • Operator: Equals
  • Value: “Campaign A”

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Group Name

Telegram group or channel name. Operators:
  • Equals
  • Not Equals
  • Contains
  • Not Contains
Example:
  • Field: Group Name
  • Operator: Contains
  • Value: “Telegram”

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Status

Lead status (Active, Blocked, Archived). Operators:
  • Equals
  • Not Equals
  • In (multiple values)
  • Not In (multiple values)
Example:
  • Field: Status
  • Operator: Equals
  • Value: “Active”

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Priority

Lead priority level. Operators:
  • Equals
  • Not Equals
  • In (multiple values)
  • Not In (multiple values)
Example:
  • Field: Priority
  • Operator: Equals
  • Value: “High”

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Tags

Lead tags. Operators:
  • Contains
  • Not Contains
  • In (multiple tags)
  • Not In (multiple tags)
Example:
  • Field: Tags
  • Operator: Contains
  • Value: “VIP”

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Country

Lead country code. Operators:
  • Equals
  • Not Equals
  • Contains
  • Not Contains
  • In (multiple countries)
  • Not In (multiple countries)
Example:
  • Field: Country
  • Operator: Equals
  • Value: “US”

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Language

Lead language preference. Operators:
  • Equals
  • Not Equals
  • Contains
  • Not Contains
  • In (multiple languages)
  • Not In (multiple languages)
Example:
  • Field: Language
  • Operator: Equals
  • Value: “en”

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Campaign Fields

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Campaign Participation

Whether lead participated in specific campaigns. Operators:
  • Participated in
  • Did not participate in
  • Participated in any of (multiple campaigns)
  • Did not participate in any of (multiple campaigns)
Example:
  • Field: Campaign Participation
  • Operator: Participated in
  • Value: [Select Campaign]
Screenshot placeholder: Add a screenshot showing campaign selection in rules

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Campaign Exclusion

Exclude leads who participated in campaigns. Operators:
  • Did not participate in
  • Participated in
  • Did not participate in any of (multiple campaigns)
  • Participated in any of (multiple campaigns)
Example:
  • Field: Campaign Exclusion
  • Operator: Did not participate in
  • Value: [Select Campaign]

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Campaign Response

Whether lead responded to campaign messages. Operators:
  • Responded to
  • Did not respond to
  • Responded to any of (multiple campaigns)
  • Did not respond to any of (multiple campaigns)
Example:
  • Field: Campaign Response
  • Operator: Responded to
  • Value: [Select Campaign]

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Date Fields

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Created Date

When the lead was created. Operators:
  • Created After
  • Created Before
  • Created Between
  • Created On
Example:
  • Field: Created Date
  • Operator: Created After
  • Value: “2024-01-01”
Between Example:
  • Field: Created Date
  • Operator: Created Between
  • Value: “2024-01-01”
  • Value 2: “2024-12-31”

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Last Contact

Last time the lead was contacted. Operators:
  • Contacted After
  • Contacted Before
  • Contacted Between
  • Contacted On
Example:
  • Field: Last Contact
  • Operator: Contacted Before
  • Value: “2024-12-31”

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Custom Field Rules

Custom fields support operators based on their type.

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Text Fields

Operators:
  • Equals
  • Not Equals
  • Contains
  • Not Contains
Example:
  • Field: Custom Field “Company”
  • Operator: Contains
  • Value: “Tech”

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Number Fields

Operators:
  • Equals
  • Not Equals
  • Greater Than
  • Less Than
  • Between
Example:
  • Field: Custom Field “Revenue”
  • Operator: Greater Than
  • Value: “100000”
Between Example:
  • Field: Custom Field “Age”
  • Operator: Between
  • Value: “18”
  • Value 2: “65”

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Date Fields

Operators:
  • After
  • Before
  • Between
  • On
Example:
  • Field: Custom Field “Sign-up Date”
  • Operator: After
  • Value: “2024-01-01”

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Boolean/Checkbox Fields

Operators:
  • Is
  • Is Not
Values:
  • Yes (true)
  • No (false)
Example:
  • Field: Custom Field “Newsletter”
  • Operator: Is
  • Value: “Yes”
Operators:
  • Is
  • Is Not
  • In (multiple values)
  • Not In (multiple values)
Example:
  • Field: Custom Field “Industry”
  • Operator: Is
  • Value: “Software”
Multiple Values Example:
  • Field: Custom Field “Industry”
  • Operator: In
  • Value: “Software, Technology, IT”

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Multiselect Fields

Operators:
  • Contains
  • Not Contains
  • In (multiple values)
  • Not In (multiple values)
Example:
  • Field: Custom Field “Interests”
  • Operator: Contains
  • Value: “Technology”

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Operator Reference

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Text Operators

Equals:
  • Exact match
  • Case-sensitive
  • Full value match
Not Equals:
  • Exclude exact matches
  • Case-sensitive
  • Full value match
Contains:
  • Partial match
  • Case-insensitive
  • Finds substring
Not Contains:
  • Exclude partial matches
  • Case-insensitive
  • Excludes substring

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Number Operators

Equals:
  • Exact numeric match
  • Supports decimals
Not Equals:
  • Exclude exact matches
Greater Than:
  • Values larger than specified
  • Excludes equal values
Less Than:
  • Values smaller than specified
  • Excludes equal values
Between:
  • Values within range
  • Includes both endpoints
  • Requires two values

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Date Operators

After:
  • Dates after specified date
  • Excludes equal dates
Before:
  • Dates before specified date
  • Excludes equal dates
Between:
  • Dates within range
  • Includes both endpoints
  • Requires two values
On:
  • Exact date match
  • Includes only specified date

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List Operators

In:
  • Value matches any in list
  • Multiple values separated by commas
  • OR logic
Not In:
  • Value does not match any in list
  • Multiple values separated by commas
  • Excludes all listed values

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Rule Combinations

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AND Logic

All rules must match:
  • Rule 1: Source equals “Campaign A”
  • Rule 2: Status equals “Active”
  • Result: Leads from Campaign A AND Active

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Multiple Values

Use “In” operator for multiple values:
  • Field: Country
  • Operator: In
  • Value: “US, CA, UK”

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Complex Examples

High-Value US Leads:
  • Rule 1: Country equals “US”
  • Rule 2: Custom Field “Revenue” greater than “50000”
  • Rule 3: Status equals “Active”
Recent Responders:
  • Rule 1: Campaign Response responded to [Campaign]
  • Rule 2: Last Contact after “2024-01-01”
  • Rule 3: Status equals “Active”
Exclude Previous Campaign:
  • Rule 1: Campaign Exclusion did not participate in [Old Campaign]
  • Rule 2: Status equals “Active”

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Best Practices

  1. Start Simple: Begin with basic rules
  2. Test Rules: Verify rules match expected leads
  3. Use Appropriate Operators: Match operators to field types
  4. Combine Carefully: Multiple rules narrow segments
  5. Document Rules: Explain complex rule logic
  6. Review Regularly: Update rules as needs change

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Troubleshooting

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Rule Not Matching

If rules don’t match expected leads:
  1. Check field values match exactly
  2. Verify operator is correct for field type
  3. Check case sensitivity
  4. Review date formats
  5. Test with single rule first

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Segment Too Large

If segment includes too many leads:
  1. Add more restrictive rules
  2. Use “Not Equals” or “Not Contains”
  3. Combine with date restrictions
  4. Add custom field filters

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Segment Too Small

If segment includes too few leads:
  1. Remove restrictive rules
  2. Use “Contains” instead of “Equals”
  3. Use “In” for multiple values
  4. Check rule values are correct

Creating Segments

Learn how to create segments with rules

Managing Segments

Learn how to manage and update segments