Why it matters
Segments keep important audiences up to date without manual list maintenance. When a contact starts or stops matching the segment rules, the segment updates with the latest data.
Key Concepts
Segment: A saved contact filter that updates dynamically.
Filter rules: The conditions that determine whether a contact belongs in the segment.
Static list: A fixed audience that does not update from filter rules.
Segment actions: The options to view, duplicate, rename, or delete a saved segment.
Step-by-Step: Review and manage segments
Open Contacts from the main sidebar.
Open Lists, then select Segments.
Review the saved segments table.
Open a segment to view the contacts that currently match it.
Use the row actions to duplicate, rename, or delete a segment when needed.
Create new segments from the Contacts filter builder by selecting Save as segment.
Tips and Best Practices
Use segments for audiences that should stay current as data changes.
Use static lists when membership must remain fixed.
Name segments based on the rule intent, not only the campaign using them.
Review segment rules before using the audience for messaging or export.
Troubleshooting
Issue | Possible Cause | Fix |
A contact disappeared from a segment | The contact no longer matches the saved filter rules | Open the segment rules and compare them with the contact's current data |
A segment has more contacts than expected | The filter rules are too broad | Edit or recreate the segment with more specific conditions |
A user cannot edit a segment | The user may not have the required Contacts permissions | Review the user's role in Settings > Users > Roles |