Creating custom segments with filters

Segments are dynamic groups of contacts that automatically update based on filter conditions.

What are segments?

A segment is a saved set of filter rules. Contacts that match the rules are automatically included. When a contact's data changes, they move in or out of segments automatically.

Example segments:

• "VIP Customers" — contacts with tag "vip" AND lifecycle stage "Customer"
• "Inactive 30 days" — contacts with no messages in the last 30 days
• "Mumbai Leads" — contacts with custom field "city" = "Mumbai" AND stage = "New Lead"

System segments (built-in)

AIsoule provides these system segments automatically:

Creating a custom segment

1. Go to Contacts → Segments (or the segments icon)
2. Click "New Segment"
3. Enter a name (e.g., "High-value leads")
4. Build your filter conditions:

Filter options

AND/OR logic

• AND — Contact must match ALL conditions
• OR — Contact must match ANY condition

Example: Tag contains "customer" AND last message after 7 days = Active customers

5. Click "Preview" to see how many contacts match
6. Click "Save"

Using segments

Segments can be used for:

• Campaign targeting — Import recipients from a segment
• Filtering contacts — View only contacts in a specific segment
• Reporting — Track metrics for specific groups
• Automation — Trigger flows based on segment membership

Editing segments

1. Go to Contacts → Segments
2. Click on the segment name
3. Modify the filter conditions
4. Save — the contact list updates automatically

Tips

1. Start broad, then narrow — Create a general segment, then add conditions
2. Use tags strategically — Tags make segmentation much easier
3. Combine with lifecycle stages — "New Lead" + "Source = Ad" = hot leads from ads
4. Review regularly — Check segment counts monthly to ensure they're useful
5. Name clearly — Use descriptive names like "Active VIP Mumbai" not "Segment 1"

Limits

• Maximum 100 custom segments per organization
• No limit on conditions per segment
• Segments refresh automatically when contacts are updated