A segment is a saved contact filter that you can run again as records change.
Build and run
- Open Relationships → Segments.
- Use the builder’s Add menu to add a direct rule, payment record, touchpoint record or nested group.
- Choose a field, operator and value. For record conditions, choose most recent or any matching record.
- Set each group’s logic to match all or any of its conditions. Nested groups allow mixed AND/OR logic.
- Choose Run segment. Results load 50 at a time; use Load more for another page.
See Segment operators for supported comparisons and consent limitations.
Save, load or delete
Open Saved segments, enter a name and choose Save current to store the current definition. In the same drawer, use Load beside a saved segment, then run it to refresh the results. The delete icon removes that saved definition; it does not delete the matching contacts. Saving creates a named definition rather than silently replacing a previously loaded segment.
Use the results
The results action menu lets you add/remove tags and send email. Tag actions apply to the loaded results and warn when more pages remain. Email targets the full matching audience rather than just loaded rows; select a communications purpose and review the recipient information before sending. The result reports recipients sent and any refused by communication checks. The current segment screen has no CSV-export action.
Segment stacks provide a separate way to combine saved audiences. A saved segment remains a reusable definition rather than a frozen list of members.