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A segment is a list of contacts that meet certain conditions —for example, “customers with the VIP tag” or “contacts from Bogotá”—. You don’t build it by hand: it updates itself as your contacts change.

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What they’re for

Find groups

Filter your base by the criteria that matter to you.

Target campaigns

Use a segment as the audience of a campaign.
Unlike an imported list (which is fixed), a segment changes automatically when a contact starts or stops meeting its conditions.

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Smart lists of deals and records

When you create a segment, under For pick Contacts, Deals or an object with stages (for example, Requests). Deal and record lists can be filtered by:
  • Stage and pipeline, and days in stage (“more than 5 days in Implementation”).
  • Stage SLA: overdue, at risk or on time.
  • Approval: pending or none pending.
  • Owner, created or last updated date.
  • Fields: value, status, company and title for deals; the object’s properties for records.
While you edit the filters you see the result live, with the stage, the days spent there and whether it’s overdue or waiting for approval. The list updates itself, its linked contacts are ready as a campaign audience and an automation can start when a deal or record enters the list. See Pipelines.