Segmentation

Group people or organizations with common characteristics to make filters, campaigns, automations, and analyses easier within the platform.

🏷️ Segmentation Registration

Overview

Segmentations allow grouping people or organizations that share common characteristics. These groups can be used in campaigns, filters, automations, analyses, and other features that depend on selecting specific sets of contacts.

By creating segmentations, management becomes more organized, making it easier to identify strategic groups and carry out targeted actions.

Segmentations can be created for People or Organizations, but never both at the same time.

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📌 What is a segmentation?

A segmentation is a custom grouping created from user-defined criteria. It can bring together people or organizations based on:

• Registration information.

• Specific attributes.

• Behaviors.

• Manual selection.

• Automatic rules.

Its main purpose is to make searches, organization, and targeted actions easier.

Segmentations help reduce repetitive work and make campaigns, filters, and automations much more efficient.

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⚙️ How to set up

Fill in the following fields when creating a new segmentation:

Field	Description
📝 Name	Identifier name of the segmentation. Use a title that clearly represents its purpose.
📄 Description	Describe the purpose of the segmentation and how it should be used by the team.
👥 Type	Defines whether the segmentation will be used for People or Organizations.
🔄 Result Type	Defines whether the segmentation will be Fixed or Dynamic.

Use clear names, such as Premium Clients, New Leads, Active Partners or Organizations with Active Contract.

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🔄 Result types

Fixed

In the segmentation Fixed, participants are added manually or through automation flows.

The group will remain unchanged until a user or automation makes a new change.

Suitable for

• VIP Clients.

• Strategic lists.

• Event attendees.

• Manually selected contacts.

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Dynamic

In the segmentation Dynamic, participants are automatically included or removed as they meet the defined criteria.

After configuring the filters, the system keeps the segmentation always up to date, with no need for manual changes.

Filter examples

• People with the tag New Lead.

• Organizations with status Active.

• People registered in the last 30 days.

• People from the city São Paulo.

In dynamic segmentations, manually added participants will be removed if they do not meet the defined criteria.

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❓ Frequently asked questions

Can I change the result type after creating the segmentation?

No. After the segmentation is created, the result type (Fixed or Dynamic) cannot be changed.

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Can I manually add participants in a dynamic segmentation?

No. Participants are controlled exclusively by the rules configured in the segmentation.

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🚀 Applications

Segmentations can be used in various system features.

📢 Campaigns and communication

Select specific groups for sending campaigns, notifications, or targeted communications.

📊 Analyses and indicators

Evaluate the behavior of specific groups and track relevant metrics for decision-making.

📁 Internal organization

Structure people and organizations according to internal processes, eliminating manual lists or external controls.