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Create, edit, and understand segments by chatting with Segment Agent.

Segment Agent overview

Learn how to use Segment Agent to create, refine, and understand segments through conversation.

Use Segment Agent to build and edit segments

Lists let you store and categorise various groups of contacts based on your different needs.

Create a contact list

Input custom details yourself and add any additional information you need.

Add an individual contact to a list

Search for an existing contact or contacts using their email address, mobile number, or domain name, and then copy them into a list.

Copy an existing contact to a list

Back up valuable data, share information with your colleagues, or integrate with other software and services.

Export a list

Streamline workflows, reduce clutter, improve list quality, and create more targeted marketing content.

Merge contact lists

Maintain an organised and clutter-free account.

Delete, empty, and edit lists

Deliver more targeted and relevant content to your audience.

Create a list based on contacts' geographical location

Limit who can send to a group of contacts such as your VIP list.

List permissions: restrict who can send to specific contacts

Ideal for A/B testing, conducting surveys, or implementing new marketing strategies.

Take a random sample of contacts

Keep a close eye on the growth of your contact lists

List subscription notifications

Display your lists in an order that suits you.

Sort contact lists

Divide your contacts into small targetable blocks based on set criteria.

Segmentation overview

The different rules you can use to create a segment when using our drag and drop segments tool.

Types of segment rules

Create a segment

Build predictive segments using your commerce and behavioural data with intelligent segment templates.

Use intelligent segment templates

Make changes to previously created segments.

Copy, edit or rename a segment

Update a segment against your latest data, remove it from your account, or export the contact data within it.

Refresh, delete, or export a segment

Organise your segments by keeping them in relevant folders

Segment folders

Delete contacts based on criteria you define.

Remove a segment and its contacts from your account

Target your most engaged contacts with tailored content to improve the user experience and increase conversions.

Create a segment from email replies

Identify contacts engaging with your SMS campaigns.

Using SMS replies to segment contacts

Target your contacts based on their previous orders from your store.

Create a segment based on purchase history

Preserve the set of contacts a segment has generated.

Copy or convert a segment to a list

Analyse and view detailed and informative data about your contacts.

List and segment analytics

Campaign tags help you efficiently and effectively organise your marketing efforts.

Create a segment from campaign tags

Use data field filters to create specific segments based on information stored in your data fields.

Data field filter types in segment builder

If your segments don’t return the contacts you expect, check for issues with rule logic, data refresh, or configuration.

Troubleshoot segment issues

Gareth Burroughes

Laura Russell

Bartlomiej Rekosiewicz

Lists and segments

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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