2 min readUpdated Oct 5, 2026customers, segments, broadcasts
Customer Segments
Group contacts into segments in LeadPattern using filters like tags and custom fields, then target them with broadcasts.
A segment is a saved group of contacts that match a set of filters — for example everyone tagged VIP in New York. Segments let you reach the right audience with a broadcast instead of messaging your whole contact list.
Dynamic vs static segments
Dynamic
The filter is re-evaluated whenever you use it, so the segment always reflects who matches right now. Great for "all new leads this week".
StaticA snapshot of the contacts who matched at the moment you created it. Use it when you want a fixed audience that won't change underneath you.
Build a segment
1
Open Customers
Go to Customers and open the segments area.
2
Add filters
Combine conditions — tags, custom fields, opt-in status and more — to describe your audience.
3
Save the segment
Give it a clear name. It's now available when you create a broadcast.
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