Define segments with the rule-builder: any contact property, any tag, any campaign event. Segments live inside projects and feed the campaign composer, the automation triggers and the unified inbox views.
Click together a segment from properties, tags and campaign events. Preview the audience count before you save. No SQL required.
The same segment powers a campaign send, an automation trigger and a kanban filter. One definition, no copies to keep in sync.
Segments live inside the project. Switch projects in the topbar and the segment list swaps. Agencies stay clean.
Segments are built with a visual rule-builder. Pick a contact property, a tag or a campaign event (opened, clicked, bounced, unsubscribed), combine with AND / OR / NOT, preview the audience count and save. The segment is then available to every campaign, every automation trigger and every inbox view inside that project.
Yes. The "segment entered" trigger fires the moment a contact matches a segment definition, alongside contact created, tag added and campaign event triggers. One automation can chain across all of them.
No, by design. Segments live inside the project so an agency-style workspace can serve a dozen projects without leaking audiences between them. The topbar switcher scopes everything.
No credit card. Free plan covers core CRM, segments and the email builder. Pro unlocks AI assist, invoicing and the full provider stack.