Segment Overview

Build precise, targeted audience segments to reach the right people with your marketing campaigns. Segments are saved filter configurations that help you organize and target contacts, companies, or deals based on specific criteria.

Segment Types

Expedify offers two powerful segment types to match your use case:

Type	Refresh Method	Best For	Performance	Use Cases
Static Segment	Static Segments Guide →	Manual refresh	One-time campaigns, historical snapshots	Fast queries
Live Segment	Live Segments Guide →	Real-time, auto-updating	Ongoing campaigns, always current audiences	Slower but current

Each guide covers:

When to use each segment type
Step-by-step creation process
Filter configuration and logic
Best practices and optimization
Performance considerations

Quick Start

Creating Your First Segment

Step 1: Navigate to Segments

Go to Channel → Segments
Click + Create Segment
Choose your segment type:
- Static Segment: Snapshot of members at evaluation time
- Live Segment: Dynamically queries current data

Step 2: Build Your Filters

Select entity type: Contacts, Companies, or Deals
Add filter conditions:
- Contact properties (name, email, city, tags, etc.)
- Company properties (industry, size, revenue, etc.)
- Deal properties (stage, value, close date, etc.)
- Activity history (campaign opens, template clicks)
- Event tracking (page views, form submissions)
Configure logic: AND or OR between conditions
Preview results to verify your filters

Step 3: Save and Use

Name your segment
Add description and tags (optional)
Set visibility: Private (just you) or Public (team-wide)
Save segment
Use in campaigns, workflows, or analytics

Example Segment:

"Active Customers - Last 30 Days"
Entity: Contacts
Filters:
  - Tags contains "customer" AND
  - Last activity date is in last 30 days AND
  - Email is verified
Segment Type: Live Segment (always current)

Why Use Segments?

1. Precision Targeting

Reach the exact audience you want
No wasted sends to irrelevant contacts
Higher engagement rates

2. Reusability

Save filters once, use unlimited times
Consistent targeting across campaigns
Share segments with team members

3. Dynamic Audiences

Auto-updating segments stay current
No manual list maintenance
Always reach the right people

4. Campaign Performance

Targeted messages = better results
Higher open rates, click rates, conversions
Reduced unsubscribes and spam complaints

5. Analytics & Insights

Track segment growth over time
Analyze behavior by segment
Identify high-value audiences

Entity Types

Segments can target three CRM entity types:

Contacts

Target individual people based on:

Demographics: Name, email, phone, location, job title
Engagement: Email opens, clicks, website visits
Behavior: Form submissions, page views, event tracking
Properties: Tags, custom fields, lead score
Activity: Last contacted, campaign interactions

Example Contact Segments:

"High-value leads" - Lead score > 80
"Inactive subscribers" - No email open in last 90 days
"San Francisco prospects" - City = San Francisco AND Tags contains "prospect"

Companies

Target organizations based on:

Firmographics: Industry, size, revenue, location
Engagement: Company-level interactions
Properties: Tags, custom fields, account status
Relationships: Number of contacts, deals, activities

Example Company Segments:

"Enterprise accounts" - Company size > 1000 employees
"Technology sector" - Industry = Technology
"High-value accounts" - Total deal value > $100,000

Deals

Target sales opportunities based on:

Stage: Pipeline position, probability to close
Value: Deal amount, expected revenue
Timing: Close date, created date, last activity
Status: Open, won, lost
Owner: Assigned sales rep, team

Example Deal Segments:

"Closing this quarter" - Close date in next 90 days AND Stage != Lost
"High-value pipeline" - Deal value > $50,000 AND Stage = Negotiation
"Stalled deals" - Last activity > 14 days ago AND Stage != Won/Lost

Filter Capabilities

Basic Filters

Build segments with powerful filter conditions:

Field-Based Filters:

Text fields: equals, contains, starts with, ends with, is empty
Numeric fields: equals, greater than, less than, between
Date fields: is, before, after, in last X days, in next X days
Boolean fields: is true, is false
Array fields: contains, does not contain

Example:

Contact: Email contains "@gmail.com"
Contact: City equals "New York"
Contact: Lead score greater than 75
Contact: Tags contains "vip"

Advanced Filters

Cross-Entity Filtering: Filter contacts based on related entities:

Contacts where:
  - Company industry = "Healthcare" AND
  - Deal stage = "Negotiation"

Activity-Based Filters: Target based on campaign/template interactions:

Contacts where:
  - Opened email campaign in last 7 days
  - Clicked link in template at least 2 times

Event-Based Filters: Target based on website/app behavior:

Contacts where:
  - Viewed specific page in last 30 days at least 3 times
  - Submitted contact form in last 7 days
  - Downloaded whitepaper

Filter Logic

AND Logic: All conditions must be true:

Contact: City = "Boston" AND
Contact: Industry = "Technology" AND
Contact: Company size > 100

OR Logic: Any condition can be true:

Contact: Tags contains "vip" OR
Contact: Tags contains "enterprise" OR
Contact: Lead score > 90

Nested Groups: Combine AND/OR logic for complex segments:

Group 1 (AND):
  - Contact: City = "New York"
  - Contact: Lead score > 75
OR
Group 2 (AND):
  - Contact: City = "San Francisco"
  - Contact: Tags contains "vip"

Segment Management

Organize Your Segments

Naming Conventions:

Be descriptive and specific
Include purpose and criteria
Examples:
- "Active Customers - Last 30 Days"
- "NYC Tech Companies - 100+ Employees"
- "High-Value Deals - Q1 2024"

Tags:

Organize segments by category
Examples: campaign-2024, geographic, behavioral, high-value
Filter segment list by tags

Visibility:

Private: Only you can see and use
Public: Available to entire team
Share strategically to avoid clutter

Monitoring Segments

Member Count:

Track segment size over time
Identify growing vs. shrinking segments
Optimize filter criteria

Growth Rate:

See how quickly segments are growing
Identify trending audiences
Plan campaign capacity

Last Evaluated:

For static segments: When members were last refreshed
For live segments: Always current (no evaluation timestamp)

Processing Status:

Pending: Evaluation queued
Processing: Currently evaluating members
Completed: Evaluation finished
Failed: Error occurred (check logs)

Using Segments

In Campaigns

Email Campaigns:

Create campaign
Select segment as audience
Campaign sends only to segment members
Track performance by segment

WhatsApp Campaigns:

Create WhatsApp campaign
Select segment
Ensure contacts have valid WhatsApp numbers
Send approved template to segment

SMS Campaigns:

Create SMS campaign
Select segment
Ensure contacts have valid phone numbers
Send to segment members

In Workflows

Segment Triggers:

Trigger workflow when contact enters/exits segment
Automate nurture sequences
Send targeted messages

Segment Conditions:

Check if contact is in specific segment
Branch workflow logic based on membership
Personalize customer journey

In Analytics

Segment Analysis:

Compare performance across segments
Identify high-value audiences
Track conversion rates by segment
Measure ROI per segment

Segment Trends:

Monitor segment growth over time
Identify seasonal patterns
Predict future audience sizes

Best Practices

Choosing Segment Type

Use Static Segments When:

Running one-time campaigns (flash sales, events)
Need consistent audience for A/B testing
Want snapshot for historical analysis
Performance is critical (large segments)
Don't need real-time updates

Use Live Segments When:

Running ongoing/recurring campaigns
Need always-current audiences
Behavior-based targeting (abandoned cart, inactive users)
Small to medium segment sizes
Real-time accuracy is important

Filter Design

Start Simple:

Begin with 1-2 basic conditions
Preview results
Refine and add more conditions
Avoid over-complication

Be Specific:

Too broad = wasted sends, low engagement
Too narrow = missed opportunities
Find the right balance

Test Your Filters:

Use preview to verify results
Check member count makes sense
Sample check individual members
Refine criteria as needed

Document Intent:

Use clear segment names
Add descriptions explaining purpose
Include filter rationale
Help team understand usage

Performance Optimization

For Large Segments:

Use static segments for better performance
Index frequently-filtered fields
Avoid complex nested groups when possible
Schedule re-evaluation during off-peak hours

For Real-Time Accuracy:

Use live segments for behavioral targeting
Keep filter conditions simple
Monitor query performance
Consider hybrid approach (static + manual refresh)

Common Use Cases

Email Marketing

Welcome Series:

Live Segment: "New Subscribers - Last 7 Days"
- Contact created date in last 7 days
- Email is verified
- Tags contains "subscriber"

Re-engagement:

Live Segment: "Inactive Subscribers - 90 Days"
- Last email open date is more than 90 days ago
- Email is verified
- Tags does not contain "unengaged"

Product Launch:

Static Segment: "Product A Customers"
- Purchased product
- Customer status = "active"
Snapshot on launch date for announcement campaign

Sales & Nurture

Hot Leads:

Live Segment: "High-Intent Leads"
- Lead score > 80 OR
- Viewed pricing page in last 7 days at least 2 times OR
- Submitted demo request form

Upsell Opportunities:

Live Segment: "Customers - No Purchase 6 Months"
- Tags contains "customer"
- Last purchase date is more than 180 days ago
- Account status = "active"

Event Management

Webinar Registrants:

Static Segment: "Q1 Webinar Registrants"
- Submitted webinar registration form
- Event date in next 30 days
Snapshot for pre-event email series

Post-Event Follow-up:

Static Segment: "Webinar Attendees"
- Event attendance = true
- Event date completed
Snapshot for post-event nurture

Permissions

Permission	Description
View Segments	See segment list and details
Create Segments	Build new segments
Edit Segments	Modify existing segments (own or public)
Delete Segments	Remove segments (own or public)
Manage Public Segments	Create team-wide segments

Static Segments → - Create snapshot-based segments
Live Segments → - Build real-time dynamic segments
Email Campaigns → - Use segments in email campaigns
WhatsApp Campaigns → - Target segments with WhatsApp
Filter Builder Guide → - Master complex filter logic

Segment Types​

Quick Start​

Creating Your First Segment​

Why Use Segments?​

Entity Types​

Contacts​

Companies​

Deals​

Filter Capabilities​

Basic Filters​

Advanced Filters​

Filter Logic​

Segment Management​

Organize Your Segments​

Monitoring Segments​

Using Segments​

In Campaigns​

In Workflows​

In Analytics​

Best Practices​

Choosing Segment Type​

Filter Design​

Performance Optimization​

Common Use Cases​

Email Marketing​

Sales & Nurture​

Event Management​

Permissions​

Related Resources​