Segments help you target specific groups of subscribers across your campaigns and workflows. Here’s how you can use segments in different areas of your platform.

Contact management

Use segments to organize and manage your subscribers more effectively.

• View segment members – Click “View” next to any segment to see all subscribers who currently match the segment criteria. This gives you a real-time list of everyone in that segment.
• Filter subscribers – Use segments to quickly filter your subscriber list and find specific groups of contacts without manually searching through all your data.
• Analyze subscriber groups – Compare active and total subscriber counts across segments to understand your audience composition and engagement levels.
• Export segment data – Export subscribers from a specific segment when you need to use that data outside the platform or share it with your team.

Email campaigns

Segments are essential for targeting the right audience with your email campaigns.

• Target specific audiences – When creating an email campaign, select a segment as your audience to ensure your message reaches only the subscribers who meet your criteria.
• Personalize messaging – Use different segments to send tailored messages. For example, send one message to “Highly engaged subscribers” and a different re-engagement campaign to “Inactive users.”
• Improve deliverability – By targeting engaged segments, you can improve your email open rates and overall campaign performance.
• A/B test audiences – Create similar segments with slight variations to test which audience definition performs best for specific campaign types.

SMS campaigns

Just like email campaigns, segments help you target the right subscribers for SMS.

• Target SMS subscribers – Use segments based on SMS subscription status to ensure you’re only messaging subscribers who have opted in to receive text messages.
• Location-based messaging – Create segments based on subscriber location to send region-specific SMS campaigns.
• Behavior-based SMS – Target segments like “SMS responders” or subscribers who have clicked in previous SMS campaigns to reach your most engaged mobile audience.

Automations

In automations, segments work as conditions to control your workflow.

• Add segment conditions – After your automation triggers, you can add a condition to check whether the subscriber is part of a specific segment before continuing the workflow.
• Filter automation paths – Use segment membership to create different paths in your automation. For example, send different follow-up messages based on whether someone is in your “Highly engaged users” segment.
• Prevent over-messaging – Add conditions to check if subscribers are in exclusion segments like “Recently contacted” to avoid sending too many messages.
• Dynamic workflow routing – Since segments update automatically, your automation conditions will reflect real-time segment membership, ensuring subscribers follow the most appropriate path.

Example automation use case

You might create an automation that:

• Triggers when a subscriber fulfills an order
• Checks if the subscriber is part of the “New subscribers” segment
• If yes, sends a welcome series message
• If no, sends a different message for existing subscribers

Best practices

• Match segments to goals – Choose segments that align with the objective of your campaign or automation.
• Keep segments updated – Since segments update automatically, review your segment criteria periodically to ensure they still match your targeting needs.
• Test before sending – Preview your segment size before launching campaigns to ensure you’re reaching the intended audience.
• Use descriptive names – Clear segment names make it easier to select the right audience when creating campaigns and automations.
• Combine with other targeting – Use segments alongside other conditions in automations to create sophisticated, personalized workflows.

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.