Segments
Segments are saved groups of records. They are most often used as an audience for Send, but they are also useful for exports, assignments, tasks, and focused follow-up.
Dynamic and static segments
Section titled “Dynamic and static segments”- A dynamic segment evaluates saved conditions. Its membership can change as records change.
- A static segment contains records that users add or remove manually.
Segments can be built for Contacts, Accounts, Deals, Tickets, Invoices, and Inbox Conversations. Visibility can be private, department-wide, or organization-wide.
Build a dynamic segment
Section titled “Build a dynamic segment”- Open Marketing → Segments.
- Click New Segment, or start from a template.
- Choose an entity type and Dynamic membership.
- Add conditions using native fields or custom Properties.
- Combine conditions with AND or OR groups.
- Save, then open the segment to evaluate its members.
Conditions support common text, number, selection, and date comparisons, including relative dates. Start with a small rule set and confirm the preview before adding more groups.
Work with members
Section titled “Work with members”From a segment record you can:
- refresh a dynamic segment’s results;
- add or remove members from a static segment;
- export the current members to CSV;
- create a snapshot that freezes the current audience;
- assign or delete supported record types in bulk;
- create tasks for selected contacts, accounts, or deals.
Snapshots are useful when a fixed send must keep the exact audience that was approved, even if the original dynamic rules match different records later.
Choose a segment for Send
Section titled “Choose a segment for Send”In a Send campaign, select a saved Contact segment or build inline contact rules. A fixed send can snapshot its audience, while a continuous send can keep evaluating eligible contacts as data changes.