Why it matters
Saving filters as segments allows you to reuse complex searches without rebuilding them. Segments update automatically as contact data changes, making them ideal for recurring targeting and automation.
Key Concepts
Filters: Conditions you define to narrow down contacts in the Data view.
Segments: Dynamic groups created from filters. Segments stay up to date automatically as data changes.
Save Segment: A shortcut that converts your current filter set into a named segment.
Step-by-Step: Save Filters as a Segment
Go to Data → Contacts.
Configure one or more filters to define the audience you want.
Click Save Segment at the top of the page.
Enter a name for the new segment.
Confirm to create the segment.
Go to Segments in the left sidebar and select your newly created segment.
Tips and Best Practices
Name segments clearly so they are easy to identify later.
Combine AND/OR conditions to build flexible and accurate audiences.
Review filters before saving to ensure the segment remains meaningful as contacts update.
Convert frequently used advanced searches into segments for automation workflows.
Troubleshooting
Issue | Possible Cause | Fix |
Save Segment button not visible | No filters applied | Add at least one filter to enable the button |
Segment contains unexpected contacts | Filters not configured correctly | Reapply filters and save again with corrected rules |
Cannot find the saved segment | Segment name unclear or duplicated | Search within the Segments page or rename for clarity |