How do I use object data in contact segments?

Last updated: November 5, 2026

Create a segment from object data when you need a dynamic audience based on records linked to contacts, such as jobs, orders, appointments, or applications.

Before you start

  • Confirm the object records exist under Contacts > Objects.

  • Confirm the object records are associated with contacts.

  • Check synced data freshness before using the segment for messaging.

Steps

  1. Open Contacts from the main sidebar.

  2. Select All contacts.

  3. Open Filter.

  4. Add a condition that uses the relevant object, object property, or object value.

  5. Alternatively, describe the audience with the AI Filter Builder using exact object and property names.

  6. Review the contacts returned by the filter.

  7. Select Save as segment when the object-based audience should be reused.

Tips

  • Test the filter with a contact whose object data you already understand.

  • Use exact object and property names when prompting the AI Filter Builder.

  • Use static lists instead when a point-in-time audience must not change.

Troubleshooting

  • If no contacts match the object filter, review Contacts > Objects and Settings > Objects, then test with a known contact.

  • If the wrong contacts match, review the filter conditions and object associations.

  • If the object field is not available in filtering, review Settings > Objects and the user’s permissions.