How do I save contact filters as segments?

Last updated: November 5, 2026

Save a contact filter as a segment when you want to reuse a dynamic audience that updates as contacts match or stop matching the filter rules.

Before you start

  • Open Contacts and build the filter logic you want to reuse.

  • Review matching contacts before saving the segment.

Steps

  1. Open Contacts.

  2. Select All contacts.

  3. Select Filter.

  4. Build the audience using manual conditions or the AI Filter Builder.

  5. Review the contacts that match the filter.

  6. Select Save as segment.

  7. Enter a clear segment name.

  8. Save the segment.

  9. Open Lists → Segments when you need to review the saved segment later.

Tips

  • Use specific segment names that explain the audience criteria.

  • Use segments when membership should update automatically.

  • Use a static list instead if the audience should never change.

  • Document complex criteria so teammates understand the segment.

Troubleshooting

  • If Save as segment is unavailable, add at least one filter condition and review permissions.

  • If the segment count changes later, remember segment membership is dynamic.

  • If the segment is hard to reuse, rename it from Contacts → Lists → Segments.