Recipient segments

Recipient segments let you choose exactly who receives an email campaign by combining filters instead of picking contacts one by one. Segments are dynamic: contacts join or leave as their data changes, and you can reuse saved segments in other campaigns.

For a local service business, you might send a promotion only to past clients who engaged recently, or leave out anyone already tagged for a different follow-up.

To build a segment:

• Go to Marketing, then Email, then Campaigns, and create or open a campaign.
• In the email builder, click Send or Schedule.
• In the Recipient (To) area, select Build Segments.
• Add conditions using tags (is or is not), smart lists (is), specific contacts (is or is not), and pre-built segments such as contacts engaged in the last 30 days.
• Use Add Filter for AND conditions and Add OR Filter for alternatives, then save the segment to reuse it.

Conditions are applied from top to bottom. The first condition creates a group, AND narrows it, OR widens it, and an is not condition removes matching contacts from what came before. Keep exclusions near the bottom. For example, Tag is A, OR Tag is B, AND Tag is not C starts with everyone tagged A or B, then removes anyone tagged C.

A few limits apply. You can't exclude a smart list, and you can't add or remove contacts by hand (use a tag instead). The final list is built when the campaign sends, so it doesn't lock in when you create the segment.