Segments

A segment is a saved filter over your leads. Think of it as a named query: every time you reference the segment, it re-evaluates against the current state of your leads.

Why segments

The Leads tab is good for browsing one campaign. Segments are good for acting on a slice — usually sending an email blast to it. They also span campaigns: a single segment can include leads from any campaigns you choose.

Creating a segment

From Segments in the sidebar, click New segment. Give it a name and add filter rules.

Available filter dimensions:

• Status — verified, pending
• Source — direct, referral, or specific UTM values
• Has referrals — minimum / maximum referral count
• Position — within a numeric range
• Signup date — relative (“last 7 days”) or absolute
• Custom fields — any field you collect (e.g., company_size = "11-50")
• Campaign — limit to one or more campaigns

Combine multiple rules with AND. For OR logic, create separate segments.

Dynamic, not static

Segments re-evaluate every time they’re used. If you create a “verified leads” segment today and 30 new leads verify tomorrow, those 30 are automatically included next time you blast the segment.

This is intentional. It’s also why you can’t manually add or remove a single lead from a segment — adjust the filters instead.

Using segments

• Email blasts — pick a segment as the audience when creating a blast.
• Quick exports — open a segment to see the matching leads, then export the list to CSV.
• Analytics slicing — analytics view supports filtering by segment.

Tips

• Build a small library: “All verified”, “Top referrers” (referrals ≥ 3), “Last 7 days”, “Pending more than a week”.
• Segment names appear in the blast composer — use clear names so the right person isn’t sent the wrong campaign’s email.