Creating segments: filtered, saved lists

📍 Where to find it: Pipeline & contacts → Contacts → Filters → Save segment ; viewing: Contacts → Segments

A segment is a filtered search of contacts that you save under a name (e.g. "Customers in Paris", "Prospects with no reply"). You can then reopen it in one click.

How it works

You apply one or more filters (attributes, tags, etc.) to the contact list, then you save that combination as a segment. The segment stays up to date: it always shows the contacts matching the criteria at the moment you open it. Your segments appear in the "Segments" submenu.

Step by step

1. Open "Pipeline & contacts → Contacts".
2. Click "Filters" and set your criteria.
3. Click "Save segment" and give it a name.
4. Find it again later in "Contacts → Segments" in the left-hand menu.
5. To delete a segment, open it and then use the delete option.

Good to know

• Segments are perfect for targeting a campaign or spotting a group to follow up with.
• The "Tagged with" submenu separately lists contacts by tag.