Learn how recipient Segments work, how to build and save a Segment in an email campaign, how AND/OR filtering works, and how Segments differ from Smart Lists.

A recipient Segment is a dynamic group of contacts built from filter conditions such as tags, contact fields, email activity, or engagement. Contacts automatically enter or leave the Segment as their data changes.

Saved Segments can be reused when selecting recipients for other email campaigns.

Build a recipient Segment while preparing an email campaign to target contacts that match the filter conditions you define.

1. Go to Marketing → Email → Campaigns.
2. Create a new campaign or open an existing campaign.
3. In the Email Builder, click Send or Schedule.
   
4. In the Recipient (To) area, select Build Segments.
   
5. Choose the filters for the Segment. For example:
   • Tag is Compliant
   • AND Pre-Built Segment is Contacts Engaged in Last 7 Days
6. Use Add Filter to add additional conditions or Add OR Filterto create alternate condition groups.
   
7. Click Save to reuse the Segment later, or continue to Review and Send when preparing the campaign.

Smart Lists and recipient Segments are both dynamic, filter-based groups, but they serve different purposes. Smart Lists are primarily used to organize and work with contacts in the CRM, while recipient Segments are built for selecting audiences in email campaigns.

• Send or Schedule an Email Campaign
• How to Create & Manage Smart Lists
• Advanced Filters in Smart Lists
• How to Set Up A/B Testing for Your Email Campaigns