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A segment is a saved set of conditions over the contact base — “everyone who did X”, rather than a list of names. It is the precise way to choose a broadcast audience.

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The list

Each segment shows its name, how many conditions it is built from, its size, and when that size was last counted. Three actions sit on every row: Recount, Edit, Delete.

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Size is a snapshot, not a live number

This is the one thing about segments worth understanding, and the Counted column is the clue. A segment’s size is calculated when you ask for it and stored. It does not update itself as contacts arrive, change, or leave. A segment counted a month ago shows what it matched a month ago. Recount re-evaluates the conditions against the contact base as it stands now.
Recount before using a segment for a broadcast. Sending against a stale count is not dangerous in itself — the conditions are re-evaluated when the send runs, so the right people are reached either way — but you will be deciding whether to send based on a number that no longer describes anything.

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What the size counts

The size counts every contact of the workspace that matches the conditions, whichever assistant they talked to. A broadcast reaches fewer people than the size says: only those of them who can be delivered to through the assistant’s channels.

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Writing conditions

A segment holds any number of conditions, joined by all conditions (every one must hold) or any condition (at least one). A segment with no conditions includes every contact.
  • A tag condition checks one tag. To match several tags, add a condition for each and choose any condition.
  • An attribute condition compares one value. Not equals leaves out contacts that have no value for the attribute.
  • A group condition that names a group which has since been deleted matches nobody, so a segment never grows wider because a group disappeared.

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Deleting a segment

A segment can be deleted even when a broadcast that has not been sent yet is aimed at it. That broadcast is left without an audience and reaches nobody until you choose another segment. A broadcast that is already sending is not affected.

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Segments and groups

Both narrow the contact base, and they are not interchangeable: Use a segment for “everyone who bought in the last month” — nobody should have to maintain that. Use a group for “beta testers” — that is a decision, not a property.

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Empty segments

A size of zero means the conditions currently match nobody. That is a legitimate state — a segment for “abandoned cart in the last hour” is empty most of the time — but if you did not expect it, the conditions are usually narrower than intended rather than the contact base being emptier than expected.