Contact Segments

If you have a large contact list and want to target specific subsets (e.g., only clients in the Tech industry, or only a certain job function), you can create segments. Segments are like ‘views’ but they are static. Views are dynamic. This means that the contacts within the segment never change unless you add or remove them, whilst contacts in views change if the criteria of any contacts change so they now fall into that view.

Use the Search box to filter by, for instance, ‘CEO’. Click the top check box to select all the filtered contacts (or select individually) then click on Create segment, name your segment (e.g., “All CEOs”), add an optional description of the segment and click Save segment — This segment will now appear in the Segments tab and behaves just like a list.

Segments are optional but powerful for targeting. If you don’t see a segment feature you need, you can also split your contacts into multiple files and upload them separately as needed.