A static export is out of date the moment someone new matches your criteria - or someone stops matching. A segment is a filter, not a snapshot: it stays current on its own, so the group you're targeting today is the group that actually fits, not the group that fit three weeks ago.
Segments on Small, up to 15 on Medium
Membership updates automatically, no rebuild
Tag, pipeline stage, and activity - combinable
Exporting contacts into a spreadsheet to build a target list means the list is frozen the moment you export it - anyone who tags in, replies, or moves pipeline stage afterward is invisible to that list until someone remembers to re-export.
Multiply that across every campaign and you get the same manual export-filter-dedupe cycle, over and over, with a growing chance of targeting someone who already converted or already opted out.
Filter by any combination of tag, pipeline stage, or last-contacted date to define who belongs.
As contacts match or stop matching your filters, the segment's membership updates on its own - no manual maintenance.
Use a segment as the audience for a sequence, or just to see who currently fits a specific description.
A segment built by marketing is visible to sales too - the same filtered group, seen the same way by everyone.
Start from a tag, a pipeline stage, an activity window, or stack more than one together.
Give the segment a name your team will recognize later - "Hot leads, no reply in 5 days" beats "Segment 3."
As new contacts match, or existing ones stop matching, membership updates without anyone touching it.
Target it with a sequence, or just check it before a call to see exactly who currently fits.
Filter by tag, pipeline stage, or contact activity, combined however you need
Live membership - a segment reflects current matches, not a point-in-time export
Plan-based limits (3 on Small, 15 on Medium, unlimited on Large)
Use a segment as the audience for a sequence of timed messages
Segments are org-wide, visible to every teammate with inbox access
Build a segment from a tag an automation applies automatically, so targeting stays hands-off end to end
Every plan gets this feature - the limit just scales with your team, from a Small org just getting started to a Large org running it at full volume.
Yes - membership reflects current matches automatically as contacts are tagged, move stage, or go quiet.
3 on Small, 15 on Medium, and unlimited on Large. Existing segments keep working if you're at your plan's limit; you just can't create a new one until you upgrade.
Connect a WhatsApp number and see segments working in minutes.
