Audience & segments

Build reusable audience segments based on lead attributes so you can send the right message to the right people every time.

How segments work

A segment is a saved set of filter criteria that dynamically groups your leads. Unlike a static list, segments update automatically as your lead data changes — new leads that match the criteria are included, and leads that no longer match are removed.

Segments are used primarily when selecting recipients for email campaigns, but they also help you understand how your audience breaks down across different attributes.

Creating a segment

1. Go to Email Marketing in the sidebar, then click Audience.
2. Click Create Segment.
3. Give your segment a descriptive name (e.g., "Hot leads in Ontario" or "Facebook leads last 30 days").
4. Add one or more filter criteria using the condition builder.
5. Combine multiple conditions with AND (all must match) or OR (any can match).
6. The matching lead count updates in real time as you add or change conditions.
7. Click Save Segment.

Available filter types

Combining conditions

Use AND when leads must match every condition. Use OR when matching any one condition is enough.

Using segments in campaigns

When creating a campaign, choose Saved Segment as your recipient source and select the segment. The campaign will be sent to every lead matching the segment criteria at the time of sending.

Managing segments

• Edit — update criteria and the name at any time. Past campaigns that used the segment are not affected.
• Duplicate — copy a segment and tweak it for a variation (e.g., same filters but different date range).
• Delete — remove segments you no longer need. This does not affect any leads or previously sent campaigns.
• Lead count — the audience page shows the current matching count for each segment, updated automatically.

Frequently asked