How to save and use Audience segments

Save and reopen a group

1. Open Audience and set the filters for your group. Search text is not part of a saved segment.
2. Choose Segments → Save current filters, enter a name and optional description, then Save segment.
3. Open Segments and select the name to apply its rules. The contact list updates to the people who match now.
4. To rename a segment, use Edit. To change its rules, first set the new filters in Audience, then edit the segment and select Replace rules with current Audience filters. Save to confirm.

• Saved segments are shared with iOS. Location and traffic filters require Growth.

Send a broadcast to a segment

1. With Broadcasts access, create or open an email and select the segment under Recipients. Choosing a segment replaces the current included tags or memberships; exclusions are preserved.
2. Open the recipient count to inspect matching subscribed contacts. Add exclusions as needed, then continue composing and review the send.

• Rules are evaluated when sending starts and checked again before each delivery. Unsubscribed, blocked, and suppressed addresses remain excluded. New matches after recipients are prepared wait for a later broadcast.

Subscribe matching contacts to an automation

1. Apply the segment in Audience and select contacts. Select all matching contacts captures the matching group across pages, up to 5,000 contacts; narrow the filters if the group is larger.
2. Choose Subscribe to automation, select a published active workflow, review start timing and channel warnings, and confirm Subscribe.

• This enrolls the selected contacts once. Future matches are not enrolled automatically. Existing enrollment, plan access, consent, and messaging-window rules still apply.

Delete a saved segment

Open Segments, choose Delete beside the name, and confirm. Contacts and existing automation enrollments stay in place. Broadcasts still targeting the deleted segment match nobody; choose another audience before sending.