What it is
Dynamic or static groups of contacts for targeted broadcasts, drips, and reporting.
Tenant menu: Contacts → Segments
Step-by-step (for your customers)
Create segment — name and description.
Add rules — e.g. tag contains "VIP", city = Mumbai, last message within 7 days.
Preview count — verify audience size before campaign.
Use segment in Broadcast campaigns or Drip campaigns.
Rule examples
Rule Use case
Has tag lead Nurture new leads
Custom field plan = gold Upsell campaign
No message in 30 days Win-back drip
Best practices
Exclude opted-out / blocked contacts
Keep test segment (your team's numbers) for campaign QA
Review count vs messaging tier before send
Related
Contact directory
Broadcast campaigns
Custom data fields