Segment Filters

Purpose

The Segment Filters feature allows users to create dynamic audiences by filtering Leads based on specific criteria.

Filters are used within Segments to automatically identify Leads that match defined conditions. These filtered Lead lists can then be used in Campaigns, Marketing Automation workflows, Email Marketing, SMS Marketing, and Customer Journeys.

Rather than manually selecting Leads, Segments continuously evaluate Lead data and automatically include Leads that satisfy the configured filter conditions.

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Create

Configure Segment Filters

1. Navigate to Marketing Automation → Segments.

2. Create a new Segment or open an existing Segment.

3. Open the Filters tab.

4. Add one or more filter conditions.

5. Select the filtering logic:

   • AND

   • OR

6. Save the Segment.

The system automatically evaluates all Leads and includes those that match the configured criteria.

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Field Descriptions

Field	Description
Filter Field	Lead field used for filtering, such as Country, Tags, Phone, City, Email, or other available Lead fields.
Condition	Comparison operator used to evaluate the selected field.
Value	Value used for matching against the selected field.
AND	Requires all conditions to be satisfied.
OR	Requires at least one condition to be satisfied.

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Workflow Rules

AND Logic

When multiple filter conditions are connected using AND, a Lead must satisfy all conditions simultaneously.

Example

Field	Condition	Value
Country	Equals	Vietnam
Tags	Equals	test

Filter Logic:

Country = Vietnam AND Tag = test

Result:

• Leads whose Country is Vietnam and

• Leads whose Tag is test

Only Leads meeting both conditions are added to the Segment.

Included Examples

Country	Tag	Included
Vietnam	test	Yes
Vietnam	customer	No
Canada	test	No
Canada	customer	No

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OR Logic

When multiple filter conditions are connected using OR, a Lead only needs to satisfy one of the conditions.

Example

Field	Condition	Value
Country	Equals	Vietnam
Tags	Equals	test

Filter Logic:

Country = Vietnam OR Tag = test

Result:

Any Lead that meets at least one condition is added to the Segment.

Included Examples

Country	Tag	Included
Vietnam	test	Yes
Vietnam	customer	Yes
Canada	test	Yes
Canada	customer	No

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Available Filter Fields

The system supports filtering using Lead information stored in the database.

Examples include:

• Name

• Email

• Phone

• Mobile Number

• City

• Country

• State

• Company

• Tags

• Lead Status

• Lead Source

• Stage

• Score

• Custom Fields

The available fields depend on the Lead data structure configured in the system.

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Filter Conditions

Equals

The Equals condition requires an exact match.

Example

Field	Condition	Value
Tag	Equals	VIP

The Lead must contain the exact value:

VIP

Results such as:

• vip

• Vip Customer

• VIP Customer

may not match because the comparison requires an exact value.

Use this condition when precise matching is required.

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Like

The Like condition performs a partial text match.

Example

Field	Condition	Value
Tag	Like	VIP

The system searches for Leads whose field contains the specified value.

Examples that may match:

• VIP

• VIP Customer

• VIP Member

• Gold VIP

The value should still be entered correctly, but an exact match is not required.

Use this condition when flexible matching is desired.

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Not Empty

The Not Empty condition checks whether a field contains any value.

Example

Field	Condition
Tag	Not Empty

Result:

All Leads that have a Tag value are included.

Examples:

Tag Value	Included
VIP	Yes
Customer	Yes
Test	Yes
Empty	No

This condition can be applied to any supported field.

Common examples include:

• Email Not Empty

• Phone Not Empty

• Company Not Empty

• Tags Not Empty

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Empty

The Empty condition identifies Leads where the selected field contains no value.

Example

Field	Condition
Phone	Empty

Result:

All Leads without a Phone Number are included.

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Greater Than

The Greater Than condition is reserved for numeric and date-based comparisons.

Examples may include:

• Score > 100

• Total Purchases > 5

• Revenue > 1,000

This condition is available for future functionality and advanced filtering.

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Greater Than or Equal

The system supports filtering where a value is greater than or equal to the specified value.

Example:

• Score ≥ 50

This condition is primarily intended for numeric fields.

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Less Than

The system supports filtering where a value is less than the specified value.

Example:

• Score < 25

This condition is primarily intended for numeric fields.

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Less Than or Equal

The system supports filtering where a value is less than or equal to the specified value.

Example:

• Score ≤ 100

This condition is primarily intended for numeric fields.

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Synchronization

Segment membership is updated automatically whenever Segment filters are evaluated.

When Lead information changes:

• Newly matching Leads can be added to the Segment.

• Existing Leads that no longer satisfy the conditions can be removed.

• Campaigns using the Segment will process the updated audience according to Campaign rules.

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Important Notes

• Segments are dynamic and are based entirely on filter conditions.

• AND logic requires all conditions to be true.

• OR logic requires at least one condition to be true.

• The Equals condition requires an exact value match.

• The Like condition allows partial matching.

• The Not Empty condition is useful for identifying Leads with available information.

• Numeric comparison conditions such as Greater Than and Less Than are intended for advanced filtering and future scoring-related use cases.

• Changes to Segment filters may immediately affect Segment membership and Campaign audiences.

• It is recommended to test filter conditions carefully before using Segments in active Campaigns.