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[BETA] Overview of the Segments page

The new Segments feature replaces the Advanced Search and Segmentation feature previously available from the Contacts page. It is still in beta and is part of an early release to some of our users. If you are interested in testing it, we can activate it on demand for your account.

To access the Segments page, go to Contacts > Segments.

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💡 Good to know
You can also create and use segments directly from Contacts by clicking on + Add a filter.

Segment creation

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At the top-right side of the page, you will find the Create a segment button. From there, you can create a new segment by selecting different conditions.

You can then use this new segment to perform actions on the contacts, send them an email campaign, or launch an Automation workflow when a contact matches the segment.

Learn how to create a segment in our dedicated article Create a segment.

Categories and search bar

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Our search functions allow you to quickly find a segment you've created:

  • Organize and search for segments by category: create categories to store your segments by theme and search for segments through a specific category.
  • Search for segments: do a quick search by typing the name of a segment (or a part of it).

Segments listing

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With the new Segments feature, you can:

  • View the details of your segments: get a quick view of a segment's ID, its category, the last time it was edited, and the number of contacts that match its conditions.
  • View and edit your segments: view and edit the conditions of a segment by clicking on its name.
  • Perform actions on your segments: duplicate a segment, change its category, rename it, or delete it.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.