feat: document segments in a new guide (building, overrides, sequence actions, using, limits), register it in the guides index and link it from the contacts guide

This commit is contained in:
Matthew Meszaros
2026-08-29 23:45:06 -07:00
parent 15dface385
commit abd2ebca97
3 changed files with 74 additions and 1 deletions
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@@ -71,7 +71,9 @@ Colored labels that group and filter contacts (`Warm lead`, `Conference 2026`, `
It supports type-ahead search, and typing an unmatched name offers **Create** to add and select it in one step. Each category keeps its color everywhere its chip appears.
Categories also drive automation: a sequence can run **Add tag** or **Remove tag** as a contact moves through a flow, so a label can be applied automatically on a positive reply.
Categories also drive automation: a sequence can run **Add tag** or **Remove tag** as a contact moves through a flow, so a label can be applied automatically on a positive reply. **Add to segment** and **Remove from segment** do the same for [segments](/guides/segments/).
To turn labels and activity into a reusable audience, build a [segment](/guides/segments/): a saved set of conditions over contacts (categories, fields, campaign activity, engagement) that you can browse and add to a campaign in one step.
## Where a contact came from
@@ -121,6 +123,7 @@ This is the safe default response to a bad signal: stop sending rather than keep
## Where to go next
<Cards>
<Card title="Segments" href="/guides/segments/" />
<Card title="Personalization & expressions" href="/guides/expressions/" />
<Card title="Deliverability" href="/guides/deliverability/" />
<Card title="Automations" href="/guides/automations/" />
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"advisor",
"---Contacts and inbox---",
"contacts-crm",
"segments",
"website-tracking",
"unibox",
"meetings",
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---
title: Segments
description: Save reusable audiences built from contact fields, categories, campaign activity and email engagement, then add them to campaigns in one step.
---
A segment is a saved audience: a set of conditions over your contacts plus any contacts you pin in or out by hand. A segment says which contacts belong together; a campaign says what happens to them. Membership is evaluated live, so a contact that starts matching (a new category, a reply, a bounce) is in the segment the next time anyone looks, with no rebuild step.
Segments live under **Segments** in the sidebar and need the same permissions as contacts: **View contacts** to browse, **Manage contacts** to create, edit or delete.
## Building a segment
Give the segment a name and a color, then add conditions. Each condition is a field, an operator and a value. Pick whether a contact must match **all** conditions or **any** of them. The drawer shows a live count of matching contacts as you edit, so you can see the effect of every change before saving.
| Group | Fields | Operators |
|-------|--------|-----------|
| Contact | First name, last name, email, email domain, phone, and every custom field | is, is not, contains, does not contain, starts with, ends with, is empty, is not empty |
| Contact | Subscribed, on the suppression list, catch-all domain | is yes, is no |
| Contact | Source, verification status, email provider | is any of, is none of |
| Contact | Created, updated | in the last N days, not in the last N days, after, before |
| Contact | Category | has any of, has none of, has none, has any |
| Company | Company name | the text operators above |
| Campaign activity | In campaign | is in any of, is in none of, is in no campaign, is in a campaign |
| Campaign activity | Number of campaigns | is, is not, more than, at least, less than, at most |
| Email engagement | Emails sent, emails opened, links clicked, replies, bounces | the number operators above |
| Email engagement | Last email sent, last open, last click, last reply | in the last N days, not in the last N days, after, before, never, ever |
| Segments | In segment | is in any of, is in none of |
Engagement counts add up every campaign the contact has been in. Opens count human opens only; automated fetches are ignored, the same way the campaign analytics report them. Text comparisons ignore case.
A segment can be built on other segments (**In segment**), up to five levels deep. A segment cannot reference itself or form a loop, and a segment that others depend on cannot be deleted until those references are removed.
A segment with no conditions is a manual list: it holds only the contacts you add by hand.
## Adding and removing contacts by hand
Conditions decide membership, and two overrides sit on top of them:
- **Add contacts** on a segment page (or **Segment** in the selection bar of any contact list) pins contacts in. They stay members whatever the conditions say.
- **Remove from segment** in the selection bar of a segment's member list pins contacts out. They stay out even while the conditions still match them.
The segment header shows how many contacts are pinned in or out, and a **Pinned contacts** panel below it lists them; **Back to automatic** clears an override so the conditions decide again. A contact's own drawer has a **Segments** section that shows every segment, whether the contact is in it, and the same pin in, pin out and back-to-automatic controls.
Sequences can pin as well: the **Add to segment** and **Remove from segment** action steps apply the override to a contact as it moves through a campaign flow, so a positive reply can drop someone into a "warm" segment automatically.
## Using a segment
- **Browse**: a segment page lists its current members with the same table, filters, detail drawer and bulk actions as the contacts page.
- **Add to campaign**: enrols every current member as a lead of the campaign you pick, from the segment page or with **From segment** on a campaign's Leads tab. Contacts already in that campaign are skipped, and a running campaign wakes up to schedule the new leads. This is a snapshot: contacts who join the segment later are not added until you run it again.
- **Filter**: the contacts page filters have a **Segments** picker, and the same scope carries into an export.
- **Duplicate**: the segment menu copies a definition to start a variation from.
- **Search and export**: the contact search and export accept `segment_ids`, so anything that takes a contact filter can be scoped to a segment.
<Callout type="info" title="Segments and categories">
Categories are labels you put on a contact. Segments are rules that read those labels (and everything else) to decide who belongs. Use a category to mark a fact about a contact, and a segment to describe an audience.
</Callout>
## Limits
- 200 segments per workspace
- 50 conditions per segment, 200 values per list condition
- 1,000 contacts per manual add or remove request
## Where to go next
<Cards>
<Card title="Contacts and CRM" href="/guides/contacts-crm/" />
<Card title="Campaigns" href="/guides/campaigns/" />
<Card title="Analytics" href="/guides/analytics/" />
</Cards>