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Audience & automations

Segments

Saved groups of contacts defined by tags, fields and source: how they are computed, when they refresh, and what they are for.

A segment is a saved definition of a group of contacts: not a fixed list of people, but the rule that decides who is in it.

Building one

A segment is built from what your contacts carry: tags, custom fields and source (how they arrived). "Everyone tagged pricing who came from Instagram" is a segment.

Because segments are built from tags and fields, they are only as good as the tagging your automations do. See contacts.

Definitions, not snapshots

A segment is recomputed rather than frozen, so someone who earns the tag tomorrow is in it tomorrow. Membership counts are shown against each segment, and a segment can be recomputed on demand if you have just changed its definition and want to see the effect immediately.

What they are for

Two things:

  • Targeting a broadcast: the main use.
  • Understanding your audience: the counts alone often say something useful about which of your topics actually lands.

Keep them few and meaningful

A segment for every possible combination of tags is a maintenance burden with no payoff. Build the three or four that correspond to real decisions you make.

They do not grant permission

Being in a segment does not mean someone can be messaged. Whether a broadcast can reach a given contact is decided at send time by the platform's rules. See staying inside platform rules.

Last updated September 11, 2026