Send to the right few hundred.
Filter by tag, pipeline stage, order history or last activity. A segment keeps itself up to date, so the audience is correct the moment you press send — not the moment you built it.
Segment · Lapsed Kochi buyers
Build it with filters
Tags, custom fields, pipeline stage, order value, last message, when they joined — stacked into one rule, no query language.
It keeps itself current
A segment is a question, not a snapshot. Anyone who starts matching is in; anyone who stops is out, without you rebuilding it.
Lists when you want them frozen
Sometimes you need exactly these people and no others — an event, an import, a one-off. A list holds still on purpose.
A segment answers a question. A list remembers an answer.
It is the one distinction worth understanding here, and it decides which one you want. Both send the same way; they differ in what happens the day after you make them.
- Segment: “everyone tagged VIP who hasn’t ordered in 60 days” — membership changes as people do
- List: “these 340 people who came to the Kochi popup” — fixed until you edit it
- Either can be the audience for a campaign, an automation, or an export
- Both show a live count before you send, so nobody guesses at the size
Segment
Re-runs every time. Yesterday 388, today 412 — because 24 more people crossed 60 days without ordering.
List
Holds still. 340 people who scanned the QR at the popup, and the same 340 next month.
Built for sending, not just for looking at.
A segment that can’t be used is a report. These plug straight into the things that reach people.
Straight into a campaign
Pick a segment as the audience for a broadcast. The count you saw is the count that gets the message.
Opted-out contacts excluded
Anyone who has opted out is dropped from every audience automatically — the one filter you should never have to remember.
Automations can act on membership
Joining a segment is a thing that happens, and a thing an automation can respond to with a message or a tag.
Import and export
Bring a list in from a CSV, or take one out. Your contact data stays yours and stays portable.
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