Segments help you organize your contacts based on specific conditions, such as contact properties, tags, funnel activity, or other contact data. Once a segment is created, contacts are automatically added when they match the segment conditions, and removed when they no longer match them.
This makes it easier to work with dynamic contact groups, such as qualified leads, newsletter subscribers, customers from a specific funnel, or contacts with a certain lead stage.
What are Contact Segments?
A contact segment is a saved set of filters.
Instead of applying the same filters manually every time, you can save them as a segment. The segment will then keep updating automatically based on the conditions you selected.
For example, you can create a segment for:
Contacts with the property Lead stage = Qualified
Contacts who submitted a specific funnel
Contacts with a specific tag
Contacts from a certain country
Contacts who match multiple filter conditions
When a contact starts matching the conditions, they enter the segment. When they no longer match the conditions, they exit the segment.
Creating a Contact Segment
To create a contact segment:
Go to Contacts from your involve.me dashboard.
Apply the filters you want to use.
Click the option to save the filtered view as a segment.
Give your segment a clear name.
Save the segment.
Once saved, the segment will automatically include contacts that match the selected filters.
Using Contact Properties in Segments
You can also create segments based on Contact Properties.
Contact properties are useful when you want to group contacts by information saved on their contact profile. This can include standard details, such as a contact’s name or company, as well as custom properties created by your team.
For example, you might use contact properties to track a contact’s lead stage, interest, score category, customer type, or any other value that helps you qualify and organize your contacts.
This is especially helpful when contact properties are updated automatically through workflows or integrations. As soon as a contact property changes, the contact can automatically enter or leave a segment based on the segment conditions.
For example, you can create a segment for contacts where:
Contact property: New Lead
Condition: is
Value: Qualified
This segment will include all contacts whose lead stage is currently set to Qualified. If a contact’s lead stage later changes, they will be removed from the segment automatically.
Using Segments in Workflows
Contact Segments can also be used as workflow triggers. This means you can automatically start a workflow when a contact enters or exits a specific segment.
There are two segment-based workflow triggers:
Entered segment: Use this when you want a workflow to start as soon as a contact matches the conditions of a segment.
Exited segment: Use this when you want a workflow to start when a contact no longer matches the conditions of a segment.
For example, if you have a segment called Qualified Leads, you can trigger a workflow when a contact enters that segment. The workflow can then send a follow-up email, update a contact property, add a tag, or notify your team.
To set this up:
Go to Workflows
Create a new workflow
Choose Entered segment or Exited segment as the trigger
Select the segment that should start the workflow
Add the action you want to run, such as sending an email, updating a contact, or adding a tag
Where to Find Saved Segments
After creating a segment, you can access it from the Contacts area.
Saved segments allow you to quickly view contacts that match specific conditions without rebuilding the same filters each time.
When you open a segment, you will see the contacts that currently match its conditions. Since segments are dynamic, this list may change over time.
About involve.me
involve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan. Paid from $19/month annual. SOC 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally.
involve.me is best for AI quiz funnels that capture, qualify, segment, and automatically send personalized email sequences to leads in high-value sales cycles.