Segments

Segments let you group contacts dynamically based on rules such as labels, custom fields, activity, or channel.

These segments power:

• The Segments tab under Contacts (list of all segments).
• The Leads board columns.
• The Segment filter in the All Contacts table.

Accessing Segments

1. Go to Contacts in the left sidebar.
2. Click Segments.

You’ll see a list of existing segments and a button to create a new one.

Creating a Segment

1. Click Create Segment.
2. Define your segment:
   • Give it a clear name (for example: “Recent Instagram Leads”, “High LTV Customers”).
   • Use the segment builder to add conditions (filters), such as:
     • Contact fields (name, email, phone, custom fields)
     • Conversation activity (labels, last interaction, etc.)
   • Choose how conditions should combine:
     • Match all (AND) or any (OR) of the rules.
3. Save the segment.

Once saved:

• It appears in the Segments list.
• It becomes available in:
  • The Segment dropdown on the All Contacts page.
  • The segment selector in each column on the Leads board.

Using Segments

• In All Contacts:
  • Select a segment to see only contacts that match the segment rules.
  • A banner above the table shows which segment is active and how many contacts were found.
• In Leads:
  • Assign a segment to a column to see matching contacts as lead cards.
  • Use multiple columns with different segments to compare or structure your pipeline.

Segments are dynamic:

• When contact data or conversations change, segment membership updates automatically based on the rules.

Editing or Deleting Segments

• From the Segments page:
  • Open a segment to review its rules.
  • Adjust filters to refine who is included.
  • Delete a segment if it’s no longer needed.
• Changes to a segment:
  • Automatically affect any place where that segment is used (All Contacts filter, Leads columns).

Note: Deleting a segment does not delete contacts. It only removes the grouping rule.

Advanced Topics

Advanced Segmentation

• Custom Fields - Create custom fields to enable more sophisticated segment filters
• Labels - Use labels in segment conditions for better organization
• All Contacts - Use segments to filter and analyze contacts in the table view
• Leads Board - Organize leads using segments in Kanban-style columns

Using Segments in Campaigns

• Campaigns - Target specific segments with WhatsApp marketing campaigns
• WhatsApp Templates - Create templates for segment-specific messaging

Advanced Contact Management

• Contacts Overview - Understand the complete contact management system
• Insights - Analyze segment performance and engagement metrics