Segments
Segments are saved audience filters that update themselves. A list is a box you put contacts into; a segment is a question — "who bought Product X?" — answered fresh every time you look.
Build one
Open Segments (under Audience) and stack conditions. All conditions must be true (AND). Available rules:
- Bought product — anyone whose paid order included that product (bumps and upsells count).
- Made any purchase — every customer.
- Has tag — contacts carrying a tag (added manually, by CSV, or by an automation).
- Registered for webinar — any webinar, or one specific session.
- Has course access — any course, or one specific course.
- Email subscription is — subscribed or unsubscribed.
The live count under the builder updates as you edit — you always know how many people match before you save.
Examples
- Product X customers who are still subscribed: Bought product → X, and Email subscription is → subscribed.
- Hot webinar leads who never bought: Registered for webinar + Has tag
engaged— (an "and didn't buy" rule is on the roadmap with campaign audiences v2).
Good to know
- Segments are evaluated on demand, so counts always reflect right now.
- Deleting a segment never touches the contacts in it; segments used by a campaign can't be deleted until that campaign is.
- Campaigns can send to segments: pick any segment as the audience when creating a campaign — it re-evaluates at send time, with a recipient preview before you save.