Core Concepts

Segments

Dynamic audience groups

Overview

Segments are dynamic groups based on filters. They update automatically when contact data changes.

Creating

Go to Segments → Create Segment
Name your segment
Add filter conditions
Save

Operators

Operator	Example
`equals`	`plan equals "pro"`
`not equals`	`plan not equals "free"`
`contains`	`email contains "@gmail"`
`greater than`	`mrr greater than 100`
`less than`	`loginCount less than 5`
`exists`	`company exists`

Combining filters

AND: All conditions must match
OR: Any condition can match

Membership tracking

Enable Track membership changes to:

Trigger workflows on segment entry/exit
Generate segment.entered and segment.exited events

Only enable for segments used as workflow triggers.

Campaigns vs Workflows

Choose the right sending method

Events

Track actions and trigger workflows

On this page

Overview Creating Operators Combining filters Membership tracking