Skip to main content
Most businesses send to the same handful of groups over and over: your regulars, your newsletter list, everyone who came to last month’s event. A segment saves that group once so you don’t rebuild the filter every time. You’ll find Segments as a sub-tab inside Broadcasts.

A segment is a description, not a list

This is the important idea. A segment doesn’t hold a frozen copy of your contacts — it holds the rule, and Paige works out who matches every time it’s used. So a segment called “Opted-in VIPs” automatically picks up a new VIP you tagged this morning, and automatically drops someone who opted out last night. You never refresh it, and you never end up broadcasting to a stale list.

Building one

Click New Segment and combine any of these. They narrow together — a contact has to match all of them.
On by default. Leave it on unless you have a specific reason not to — and note that opted-out contacts are excluded from every broadcast regardless, so turning it off widens less than you’d think.
Match anyone carrying any of the tags you list — vip or newsletter, not vip and newsletter. Leave it empty to match everyone.Tags come from your bot (it can tag a contact as it learns things about them), from the tags column of a CSV import, or from the “Tags for all” box when importing.
Match contacts whose name or number contains what you type. Useful for grouping by a shared pattern — everyone whose number starts with a particular dialling code, say.
Search for specific people and add them by hand. They’re included on top of whatever the filters match — handy when a segment is “everyone tagged vip, plus these three”.
A live count under the form tells you how many contacts match as you build. Click Create to save. Names are unique per project, and you can keep up to 100 segments.

Using one

In the broadcast wizard’s Audience step, choose Saved segment and pick it. That’s the whole thing — the count you see is resolved fresh at that moment.

Editing and deleting

The pencil icon edits a segment. Because segments resolve live, an edit changes every future broadcast that uses it — including any drafts or scheduled broadcasts pointing at it. Deleting tells you what it’ll affect before you commit: it names how many draft or scheduled broadcasts reference the segment and would lose their audience. Broadcasts that have already gone out aren’t affected.
Segments you can’t build in this form are still possible by asking the Broadcasting assistant. It can target people by a button they actually tapped in one of your bot’s messages — “everyone who tapped Book now in the last month” — which the form has no field for. It saves as a normal segment you can then pick in the wizard.