Saved segments — building reusable audiences

Segments are saved audience filters that update live as your data changes — they're more powerful than tag-based lists because they can combine tags with engagement signals, deal stages, account fields, and more.

Where:
Builder → Emails → Segments tab → + New segment

Building a segment:
A segment is a tree of clauses joined by AND/OR. Each clause is a field + operator + value:
• Contact fields — firstName, lastName, email, tags, createdAt, customFields
• Engagement fields — lastOpenedAt, totalOpens, lastClickedAt, totalClicks (hydrated from emailEvents)
• Opportunity fields — lastDealStage, lastDealCloseDate (most recent open opp)
• Account fields — industry, size, network type

Example segments:
• "VIPs who haven't engaged" — tags contains "VIP" AND lastOpenedAt < 90 days ago
• "Active prospects" — opportunities.lastDealStage in ['Qualified', 'Proposal'] AND email is not empty
• "New donors" — tags contains "donor" AND createdAt > 30 days ago

Using a segment:
1. In the campaign composer, switch the recipient picker from "Tags" to "Segment"
2. Pick the segment from the dropdown
3. The live count shows how many contacts currently match
4. Send — the system re-evaluates at dispatch time, so the audience is always current

Segments vs tags:
• Tags = manual labels you assign; great for opt-in lists ("newsletter")
• Segments = computed filters; great for engagement-driven targeting ("opened our last 3 sends")
• You can combine — a segment can include tag conditions and engagement conditions

Editing a segment:
• Edit anytime; saved segments are referenced by ID, so changes propagate to any future campaign that uses them
• Deleting a segment leaves any campaign already targeting it as-is (the recipient resolution falls back to the resolved list at send time)