Segments & Audiences

Learn what segments are, the difference between dynamic and static segments, how they compare to lists and views, and where they are used in AI Engage CRM.

Create a segment step by step in AI Engage CRM — name it, choose dynamic or static, pick the object, add filter conditions, preview the matches, and save.

A deep dive into the AI Engage CRM segment filter builder — objects, fields, operators by field type, relative date filters, and AND/OR logic.

Build precise audiences with nested AND/OR filter groups, cross-module association filters, and exclusions in the AI Engage CRM segment builder.

Understand the two segment types in AI Engage CRM — dynamic segments that auto-update from filters, and static lists frozen at save time — and when to use each.

Create a fixed audience in AI Engage CRM by adding contacts manually or importing a CSV into a static segment.

How to target a saved segment as your campaign audience in AI Engage CRM — Send to, Exclude audience, dynamic send-time behaviour, and Smart Sending.

Everything you can do with a saved segment in AI Engage CRM — view members, edit filters, clone, export to CSV, control sharing, and delete safely.