A segment is a group of customers who share common traits, such as age, location, or purchased products. Use segments to target marketing campaigns.

What is CRM Marketing

There are two types of segments:

• Dynamic
  This list updates automatically before each campaign. The number of recipients changes as your customer base changes.
• Static
  You create this list manually. You can upload emails or phone numbers and update the list by adding or removing recipients.

To create a segment:

1. Go to Marketing > Segments.
2. Click Create segment.

Create a dynamic segment

A dynamic segment can include leads, contacts, or companies.

Choose one of the following:

• Clients: Use contacts and companies. You can include clients with or without deals.


• Leads: Includes only leads. At least one field must be filled in (email, phone, or messenger). Empty leads are excluded.

You can build the segment using filters:

Use ready-made filters. Click Clients or Leads and select the filter. For example, you can use the With won deals filter to create a segment with successful deals in all pipelines.

Customize filters. You can filter entities using standard or custom fields.

Standard fields in CRM
Custom fields in CRM

Examples of available filters:

• CRM entity — Leave this field empty. It is not used when creating segments.
• Client type – Select Contact or Company. To include both, choose Not specified (Contact, Company).
• Lead status — Select the stages where leads should be included in the segment.
• Converted — Filter leads by status: converted or still in progress.
• Stage — Select the stages where deals should be included in the segment.
• Deal pipelines — Filter deals by pipeline. If you select Customers without deals, the segment will include customers who have no deals and never had any.
  Sales pipelines
• Deal status — Choose one or more statuses: in progress, won, or lost.
• Contact source — Select how the customer found your company, such as website, social media, or CRM form.
• Contact via — Select one or more communication methods: phone, email, or messenger. If you select all, only customers with all three fields filled in will be included.
• Product — Filter customers who purchased a specific product.
• Find product in — Choose where to search for the product: all records, paid orders, unpaid orders, active deals, won deals, or lost deals.
• Deal amount — Enter an exact value or a range.
• Responsible person — If you select multiple employees, the segment will include all records assigned to them.
• Responsible person (Contact) — Includes contacts assigned to the selected employees.
• Responsible person (Company) — Includes companies assigned to the selected employees.
• Responsible person (Deal) — Includes contacts and companies linked to deals assigned to the selected employees.

Create campaign

Create a dynamic segment using date fields

You can filter customers using date fields, such as the purchase date or subscription expiration date.

Choose how the system handles the year:

• Respect year — The filter uses the current year.
• Don't respect year — The filter uses only the date, not the year. For example, you can create a segment of customers with a birthday on April 16, regardless of the year.

You can also select a time frame, such as today, tomorrow, this month, in N days.

Use N-day filters

Here’s how filters work when you use an N-day range:

Previous Nth day — A specific day in the past.
Example: If today is April 15 and N = 3, the filter includes April 12.

Over N days ago — Any date earlier than a specific point.
Example: If today is April 15 and N = 3, the filter includes dates up to April 11.

Last N days — A range from the past up to today.
Example: If today is April 15 and N = 3, the filter includes April 12–15.

In N days — A specific future date.
Example: If today is April 15 and N = 3, the filter includes April 18.

Next N days — A range starting tomorrow.
Example: If today is April 15 and N = 3, the filter includes April 16–18.

Next Nth day — A specific future date.
Example: If today is April 15 and N = 3, the filter includes April 18.

Create a static segment

1. In the Custom recipient list field, click Import.
2. Enter a list of emails or phone numbers. You can export this data from CRM or another source and upload it.
3. Enter each email or phone number on a new line.
4. (Optional) Add a name after a semicolon.
5. Click Import.
6. Enter a name for the segment.
7. Click Save.

Export CRM data