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Building conditions

Conditions are the rules that decide who belongs in a segment. You build them with a visual editor — pick a field or behavior, choose how it should compare, and give it a value — with no formulas or code involved. As you add or change conditions, the builder shows you a live count of how many contacts currently match, so you always know the size of the group you're building.

Steps

  1. Open the builder one of two ways: from the Segments page, click + New segment → Build with filters to start a new segment from scratch; or open an existing segment and click Edit conditions.
  2. Click + add condition and choose what to filter on — a contact field (like region, tier, or a custom field you've added), or a ready-made behavior (like recent activity).
  3. Choose how it should compare — for example "is," "is not," "is greater than," "is before," or one of the tag options described below — and, if needed, enter or pick a value.
  4. Add more conditions the same way. Conditions in the same group are joined by AND or OR — AND means a contact must match every condition in the group, OR means matching any one of them is enough. Use the toggle between conditions to switch.
  5. Optionally click + add group to create a second group of conditions, then choose whether the groups themselves are combined with AND or OR. This lets you build rules like "(is in California AND is a customer) OR (is a VIP tag)."
  6. Watch the match count at the bottom update as you build — it tells you exactly how many contacts qualify with the current rules.
  7. Click Apply to confirm your conditions, or Cancel to discard them. If you're editing an existing segment, Apply saves your changes right away. If you're building a new segment, Apply moves you to naming it — give it a name and save to add it to your Segments list.

Tag conditions

Tags are simple labels you or your team apply to contacts (like "VIP," "newsletter," or "trade show 2026"). When you add a condition on tags, you choose one of four options:

  • Has tag — the contact carries the specific tag you choose.
  • Doesn't have tag — the contact does not carry that tag. This also matches contacts who have no tags at all.
  • Has any of — the contact carries at least one tag from a list you pick. If you leave the list empty, no contacts will match.
  • Has none of — the contact carries none of the tags in a list you pick. If you leave the list empty, every contact matches (since nobody has any of "no tags").

Tag matching is exact and case-sensitive, so "VIP" and "vip" are treated as different tags.

Tips

  • If your rules describe more than the visual builder can show cleanly, the app lets you know and offers to switch to chat, where you describe the change in plain language instead — see Using AI sessions.
  • You don't have to get conditions perfect on the first try. The match count updates live, so you can experiment — add a condition, see how the number changes, and remove it if it's not what you meant.
  • Combining an AND group with an OR group is a good way to express "one of these traits, plus this one required trait" — for example, any of several interest tags, but only contacts in an active status.

FAQ

Q: What's the difference between a field condition and a behavior? A: A field condition compares a piece of stored contact data, like region or a custom field, directly. A behavior looks at activity over time, such as recent purchases or engagement, and is a ready-made way to ask a more complex question without building it from scratch.

Q: Can I use tag conditions together with other kinds of conditions? A: Yes — mix tag conditions with field conditions and behaviors freely in the same group or across groups, joined by AND/OR like any other condition.