CRM Segments — Target the Right Audience

CRM Segments lets you create dynamic audience groups based on any combination of contact properties, behaviors, and engagement data. Segments automatically update as contacts meet or fall out of criteria, ensuring your targeting is always current.

Building Segments

Create segments using a visual rule builder with AND/OR logic. Combine contact fields (industry, job title, location), behaviors (opened email, clicked link, visited page, submitted form), engagement metrics (score above threshold, last activity date), and deal data (pipeline stage, deal value). Rules can use “is,” “is not,” “contains,” “greater than,” “less than,” “in the last X days,” and more.

Dynamic Updates

Segments are live — not static snapshots. When a contact’s score crosses your threshold, they automatically enter the segment. When they unsubscribe, they leave. This means your email campaigns, ad audiences, and sequences always target exactly the right people, without manual list maintenance.

Segment Analytics

Every segment includes an analytics dashboard showing count over time, new entrants, drop-offs, average engagement score, and demographic breakdown. Use this to understand how your audience is evolving and whether your campaigns are moving contacts into higher-value segments.

Using Segments

Segments feed into nearly every part of MartechAI. Target email campaigns to specific segments. Enroll segment members into sequences. Use segments as audience targets for social campaigns and ads. Create deal pipelines filtered by segment. Export segments to CSV for external analysis or sharing with your sales team.