Why it matters
Segments allow you to build dynamic audiences based on contact data, tags, and object data. As contacts meet or no longer meet your criteria, they automatically enter or leave the segment.
Unlike Static Lists, segments continuously update as your contact data changes, making them ideal for messaging, automation, and ongoing campaigns.
Key Concepts
Segments: Dynamic groups of contacts built from filter criteria. Contacts automatically enter or leave the segment as their data changes.
Static Lists: Fixed groups of contacts that only change when contacts are manually added or removed.
Include Conditions: Rules that contacts must match to be included in a segment.
Exclude Conditions: Rules that remove matching contacts from a segment, even if they meet the inclusion criteria.
Natural Language Filtering: You can describe the audience you want in plain English, and Whippy will automatically generate filter conditions.
Object-Based Filtering: Segment criteria can use data from related objects such as jobs, assignments, appointments, candidates, and orders.
AI-Generated Names: When saving a segment, Whippy can automatically suggest a segment name based on the filter criteria.
Segment Actions: Optional automation settings that can automatically add matching contacts to a sequence.
Step-by-Step: Create a Segment
Go to Contacts in the main navigation.
Expand Lists and select Segments.
Click Add Segment or start from the Contacts view using Filter.
In the filter panel, describe the audience you want using natural language.
Examples:
Contacts in Arizona
Contacts with an email address
Candidates with an active assignment
Review the generated filters under Include contacts where.
Continue entering additional requests in the text box to add more conditions.
Optionally add rules under Exclude contacts where to remove contacts from the audience.
Review the matching contacts in the results table.
Click Save as segment.
Review the AI-generated segment name and update it if needed.
Save the segment.
Step-by-Step: Edit a Segment
Go to Contacts → Lists → Segments.
Open the segment you want to update.
Review the existing Include and Exclude conditions.
Add, remove, or modify filter criteria.
Save your changes.
Segment membership will update automatically based on the revised criteria.
Step-by-Step: Clear Unsaved Filters
Open the filter panel.
Make changes to the current filters.
Click Discard changes.
All unsaved filters and conditions will be removed.
The view will return to its previously saved state.
Tips and Best Practices
Use natural language to create audiences quickly instead of manually building every condition.
Review AI-generated filters to confirm they match your intended audience.
Combine Include and Exclude conditions to create more precise audiences.
Use object data when building operational audiences based on jobs, assignments, appointments, or orders.
Keep segment names short and descriptive.
Use Static Lists when you need a fixed audience that should not change automatically.
Troubleshooting
Issue | Possible Cause | Fix |
Contacts are missing from a segment | The contact does not meet the current filter criteria | Review the Include and Exclude conditions and verify the contact data |
A contact should be in the segment but is not | An Exclude condition is removing the contact | Review all exclusion rules applied to the segment |
The AI created the wrong filter | The request was too broad or ambiguous | Refine the prompt and review the generated conditions before saving |
The segment name is unclear | The AI-generated name does not match your preferred naming convention | Edit the segment name before saving |
Unsaved changes were lost | Discard Changes was selected | Recreate the filters and save the segment before leaving the page |
Segment membership does not match object data | Object relationships or values are incorrect | Review the related object records and verify the relationship path to the contact |