Contact Segments — Advanced Filtering & Targeting
Build dynamic contact segments using multi-condition logic for personalised broadcasts and automation triggers.
Step-by-Step Guide
Create a New Segment
Go to Contacts → Segments → New Segment. Give it a descriptive name (e.g. High-LTV E-commerce Customers).
Screenshot: Segment builder with filter condition rows
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Add Filter Conditions
Click Add Condition. Each condition has: field selector, operator (is, is not, contains, greater than, etc.), and a value. Combine conditions with AND (all must match) or OR (any must match).
Available Filter Fields
Contact fields: Name, Email, Phone, Company, Country, City, Tags, Custom Attributes, Channel, Last Seen, Created At. Conversation fields: Resolved count, Labels, Assignee, Last Activity.
Screenshot: Full list of available segment filter fields
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Preview & Save
Before saving, click Preview to see a live count and sample of matching contacts. Once saved, the segment is dynamic — contacts enter and exit automatically.
Use Segment in Broadcast
When creating a WhatsApp Broadcast, select a saved segment as your audience. The recipient count updates in real time as the segment re-evaluates.
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