Segments
Save a filter of contacts as a segment, and learn which conditions the segment builder offers.
A segment is a saved filter, not a saved list. Every time a segment is read, it is checked again, so a contact joins or leaves it the moment they start or stop matching. Segments are used to filter the contact list, to export contacts, and as the source of campaign audiences.
Go to Contacts › Segments to see your segments, with each one's name, definition and when it was last updated.
Note: Everyone who can see contacts can see segments. Creating, editing and deleting segments needs permission to edit contacts (Owners, Admins, Supervisors, Agents and Marketing Managers).
Create a segment
- Go to Contacts › Segments.
- Click New segment.
- Enter a Name and, optionally, a Description.
- Under Filter, choose Match all or Match any of the following.
- Click Add condition, then choose a field, an operator and a value.
- Repeat for each condition you need. Use the remove button beside a condition to take it out.
- Click Save segment.
- Check Matching contacts beside the filter to see how many contacts match.
A segment with no conditions matches every contact.
Conditions you can use
| Field | Operators |
|---|---|
| Tags | is one of, is not one of, is set (has any tag), is not set |
| Consent | is, is not, is one of, is not one of |
| Lifecycle stage | is, is not, is one of, is not one of |
| Source | is, is not, is one of, is not one of |
| Last seen, First seen, Added | is before, is after, is within the last (days), is set, is not set |
| Name | is, is not, contains, starts with, is set, is not set |
| WhatsApp number | is, is not, contains, starts with, is one of, is not one of |
| Locale | is, is not, is one of, is not one of, is set, is not set |
| Your custom fields | Depends on the field's type (below) |
For custom fields:
| Field type | Operators |
|---|---|
| Text | is, is not, contains, starts with, is one of, is not one of, is set, is not set |
| Number | is, is not, is less than, is at most, is more than, is at least, is one of, is not one of, is set, is not set |
| Date | is before, is after, is within the last (days), is set, is not set |
| Yes / no | is, is set, is not set |
| One of a list | is, is not, is one of, is not one of, is set, is not set |
Tip: WhatsApp numbers are stored as digits without a +. To find every contact in a country, use WhatsApp number starts with and the country code, for example 91.
A segment can hold up to 32 conditions.
The matching count
Matching contacts counts up to 10,000. Above that it shows "10,000+". The segment itself has no limit, but a single campaign sends to at most 10,000 recipients. See Audiences.
The count is shown for a saved filter. If you have unsaved changes, you see This filter has changes that are not saved.
Use a segment
- View the contacts: opens the contact list filtered to this segment.
- Export: pick the segment in the contact list's Segment filter, then click Export. See Export contacts.
- Campaigns: create an audience from the segment in Campaigns › Audiences.
Edit or delete a segment
Open the segment's row actions and choose Edit or Delete. Deleting a segment removes only the saved filter. The contacts are untouched. A segment that campaigns still use cannot be deleted until you remove it from them.
Segments with grouped conditions
Segments created through the API can contain nested groups of conditions. The builder shows them in full but edits only one flat group at a time. To edit such a segment here, click Start a new filter.
Still need help?
Write to us at [email protected] and tell us what you were trying to do. Already a customer? Sign in to IconEngage — the same articles are under Help in the app.