Why it matters
Object data lets teams create audiences from operational information that does not live directly on the contact record. This is useful when outreach depends on appointments, jobs, orders, applications, assignments, locations, or other structured records.
Key Concepts
Object data: Structured records linked to contacts, such as jobs, orders, appointments, or applications.
Contact segment: A dynamic contact audience built from saved filter rules.
Association: The relationship that connects object records to contacts or to another object that eventually links to contacts.
Object condition: A filter rule that uses an object type, object property, or object value.
Data freshness: How current the object record is compared with the source system.
Step-by-Step: Create a segment from object data
Confirm the object records exist under Contacts > Objects.
Confirm the object records are associated with contacts.
Open Contacts from the main sidebar.
Select All contacts.
Open Filter.
Add a condition that uses the relevant object or describe the audience with the AI Filter Builder.
Review the contacts returned by the filter.
Select Save as segment when the object-based audience should be reused.
Tips and Best Practices
Test the filter with a contact whose object data you already understand.
Use exact object and property names when prompting the AI Filter Builder.
Check synced data freshness before using an object-based segment for messaging.
Use static lists instead when a point-in-time audience must not change.
Troubleshooting
Issue | Possible Cause | Fix |
No contacts match the object filter | The object records are missing, not associated, or do not contain the expected value | Review Contacts > Objects and Settings > Objects, then test with a known contact |
The wrong contacts match the segment | The filter uses the wrong object property or association path | Review the filter conditions and object associations |
The object field is not available in filtering | The object or property may not be configured for the workspace or available to the user | Review Settings > Objects and the user's permissions |