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Segments let you define reusable groups of accounts or contacts based on specific conditions. Use segments to target campaigns, filter views, and trigger notifications.

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What Are Segments?

A segment is a saved set of filter conditions that dynamically matches records. Unlike static lists, segments automatically update as records change — accounts that meet the conditions are included, and those that no longer match are excluded.

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Accessing Segments

Navigate to Admin > Settings > Segments. Admin permissions are required to create and manage segments.

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Creating a Segment

  1. Click Create Segment
  2. Configure the segment:
Segment Name: Enter a descriptive name (e.g., “Enterprise Accounts at Risk”, “High-Value Contacts”). Entity Type: Select what the segment filters — Accounts or People. Conditions: Add one or more conditions to define which records match the segment. Each condition includes:
  • Field — The field to evaluate (e.g., ARR, Health, Renewal Date)
  • Operator — How to compare (see operators below)
  • Value — The comparison value

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Operators

OperatorApplies ToDescription
EqualsAll typesExact match
Does not equalAll typesDoes not match
ContainsTextField contains the value
Does not containTextField does not contain the value
Begins withTextField starts with the value
Ends withTextField ends with the value
Greater thanNumber, DateField is above the value
Greater than or equalNumber, DateField is at or above the value
Less thanNumber, DateField is below the value
Less than or equalNumber, DateField is at or below the value
Is inDropdown, Multi-selectField matches one of the listed values
Is not inDropdown, Multi-selectField does not match any of the listed values
Is not BlankAll typesField has a value
Is BlankAll typesField has no value
For date fields, additional operators are available:
  • Relative date — Within the last or next X days
  • Date window — Within a specific fiscal quarter or fiscal year

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Combining Conditions

Use AND and OR logic to combine multiple conditions:
  • AND — All conditions must be true (e.g., Health = At Risk AND ARR > 50000)
  • OR — Any condition can be true (e.g., Health = At Risk OR Renewal Date < 30 days)

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Where Segments Are Used

Campaigns

Target email and survey campaigns to a specific segment of customers.

Views

Use segments as preset filters in account and people views.

Notifications

Trigger notification rules based on segment membership changes.

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Managing Segments

From the Segments list page:
ActionDescription
EditModify the segment conditions
DuplicateCopy a segment as a starting point for a new one
DeletePermanently remove the segment
PreviewSee which records currently match the segment
Preview your segment after creating it to verify it matches the expected records. Adjust conditions as needed before using the segment in campaigns or notifications.
Segments are dynamic — the list of matching records updates automatically as data changes. There is no need to manually refresh a segment.