What is a segment and how to create one? Video
A segment is a specific group of contacts found with specific search conditions, saved under a unique name.
Segments allow you to set up a specific group of search conditions to define a group of contacts without keeping them in a separate list. They are dynamic — you don’t need to manually add new contacts to a segment. As soon as they meet the conditions, they’re added to the segment automatically.
How to create a segment
As of January 2026, a new segmentation version is available. It is being gradually rolled out to existing accounts and is already set as the default for all newly created accounts.
The new version can be identified by the BETA label.
The steps outlined in this section apply exclusively to accounts with access to the new segmentation. If your account does not yet have access to the new segmentation, you can find the instructions below in the section titled How to create a segment in legacy segmentation.
To create a segment:
- Go to Contacts > Segments (BETA).
- Click Create segment.
- Click Create next to Create segment by yourself.
- Enter the name of your segment.
- Start adding conditions or condition groups.
- Once you’re done, click Save.
How to create a segment in legacy segmentation
To create a segment, you’ll first need to choose search conditions.
- Go to Contacts>>Search.
- Click Advanced search and start adding conditions or condition groups.
- Once you’re done, click Save as segment. A pop-up modal will open.
- Enter a name for the filter and click Save.
Where to find saved segments
If you’d like to view or edit your segments, click Segments from the top of the Search page. Click the Actions icon to edit or delete custom filters.
What can I do with segments
There are many uses for segments. The list below includes a few examples of what you can do with the segments you’ve created:
- Manage your contact list. Go to Contacts>>Segments to find your segments. See what contacts are in your segments and review or edit contact details. If you wish to, you can also export contact information.
- Send newsletters to specific groups of people. For example, you can send targeted messages based on, among others, custom fields, tags, customer actions, or client needs and wants.
- Exclude groups of people from getting your messages. For example, you know that specific groups of people within one list like to receive different message content (less text, more videos, and vice versa) or the same content but at different intervals. You can create as many segments as you need for these email addresses. When you create a newsletter, you can exclude these segments from the recipients. This way, you can tailor your communication to their needs and wants, and send them different messages within the same list.
- You can use segments as a base for Dynamic segment filter in an automation workflow to filter contacts based on values they already have.
