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Overview

A segment is a group of contacts you can target in campaigns. Autocampaign AI has two kinds:
In short: 1) Click New Segment and pick Static or Dynamic. 2) Add contacts by hand, or build rules. 3) Check the live preview, then save.
  • Static — you add and remove contacts yourself. The group only changes when you change it.
  • Dynamic — you set rules, and Autocampaign AI keeps the group up to date automatically as contacts change.
Find them under Segments in the sidebar (/segments).
Time to complete: ~5–15 minutes  ·  Difficulty: Beginner (static) / Intermediate (dynamic)

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Create a segment

1

Click New Segment

On the Segments page, click New Segment.
2

Choose a type

Toggle Static or Dynamic. This can’t be changed later.
  • Static — “Manually add or remove contacts from this segment.”
  • Dynamic — “Contacts are automatically added based on rules.”
3

Name it (and add rules if dynamic)

Give it a name and optional description. For a dynamic segment, build the rules (see below) and watch the live match count update.

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Fill a static segment

A new static segment starts empty. To fill it:
  1. Open the segment’s detail page and go to the Contacts tab.
  2. Click Add Contacts, search and select several contacts, then confirm.
  3. Or click Import Contacts to import a spreadsheet (CSV) directly into this segment.
Remove contacts anytime from the same tab. Static segments are ideal for hand-picked lists and spreadsheet imports.

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Build rules for a dynamic segment

Dynamic segments are defined by rules. The rule builder has two levels of grouping:
  • A top-level Match ALL / ANY toggle across groups.
  • Each group has its own AND / OR toggle across its conditions.
You can have up to 10 groups and 50 conditions in total.

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Fields you can build rules on

Rules today are based on contact details, activity, dates, and tags. There isn’t a “replied to campaign X” or “campaign status” rule. To follow up with people who responded to a campaign, use the poll → segment flow or tags.

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Check who matches before you save

As you edit rules (once each group has a complete condition), a preview panel shows how many contacts match and a sample of who qualifies. That way you can confirm the audience before saving.

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How dynamic segments stay current

Dynamic segments update as things happen, not on a timer. The group is recalculated automatically when:
  • You create or edit the segment’s rules.
  • A contact is created, updated, or has tags changed.
A status badge on the segment shows Idle, Queued, Computing, or Failed while Autocampaign AI works.

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Create a segment from a poll

You can turn poll responders into a static segment for follow-up. On a poll’s Votes tab, click Create Segment from “<option>” next to an option to build a static segment of everyone who chose that answer. See Polls.

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Other things you can do with a segment

  • Use in Campaign — jump straight to a new campaign targeting the segment.
  • Edit — change the name, description, or (for dynamic) the rules.
  • Clone — duplicate a segment (the members for static, the rules for dynamic).
  • Delete — hides the segment; it isn’t permanently erased.

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FAQ

No. The type is fixed when you create it. Create a new segment of the other type if you need to switch.
No. It updates automatically when rules or contacts change. The status badge tells you when it’s working.
Leaving out a whole segment isn’t available. Instead, add “does not have tag” or “is not” conditions inside a dynamic segment’s rules to leave those contacts out.
Segments grow with your contact list. Adding or removing by hand handles up to 1,000 contacts per action; use a spreadsheet import for larger static lists.

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Troubleshooting

Dynamic segments fill from rules, so you can’t add contacts by hand. Edit the rules instead, or create a static segment for a hand-picked list.
Check the status badge. If it shows Computing or Queued, it’s still updating. If it shows Failed, re-open and re-save the rules.
Only static segments can be a spreadsheet import target. Dynamic segments build themselves from rules.

Launch a campaign

Target your segment with a message.