How to add and manage segments in Contacts
The instructions below are for desktops and laptops only.
Segments help you organize your contacts by shared attributes, like customer type, location, or behavior.
You can create segments in the Contacts section of your dashboard to group customers based on common characteristics, making it easier to manage communications and campaigns.
For example, you could create a segment for "Enterprise Customers", "Trial Users", or "Newsletter Subscribers." This helps streamline your sales and support activities.
Segments are only visible in the Contacts section and cannot be seen by visitors.
How to add a Segment
3. Click Contacts on the top menu.
4. You’ll see a list of your contacts.
5. Click Filter above the list.
6. Choose an attribute for your filter and set specific conditions to customize it.
For example, if you select Tags, you can choose from the following conditions:
- is
- is not
- contains
- does not contain
- is unknown
You can choose to filter by a specific tag, for example, “VIP”.
After setting the filter conditions, click Done.
8. Enter the segment name and click Save. Your new segment will appear in the left menu.
Additional considerations
Segments help organize your contact base for marketing and support prioritization.
You can use segments in combination with contact search filters to narrow down results.
Segments are internal and are not visible to your visitors.
Learn how to customize your contact information with this guide: How to customize a profile in Contacts
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