How to Create a Dynamic Segment

Dynamic Segments automatically add or remove contacts as they match your rules. Use them to organize subscribers by engagement, activity, custom fields, opt-in source, and more—without manually updating lists.

Steps

1. Go to Dynamic Segments and select “Create Segment.”

Navigate to Audiences → Dynamic Segments, then click Create Segment.

2. Add your segment conditions.

Choose the rules contacts must match to enter the segment.

Examples:

• Contacts who clicked a Campaign
• Subscribers added through a Keyword
• Customers from a specific location
• Contacts with a custom field value

3. Review your segment.

Preview the conditions and estimated matching contacts before saving.

4. Name your Segment.

Choose a clear internal name that reflects the purpose of the audience.

Examples:

• Recent Campaign Clickers
• VIP Customers
• New Subscribers
• Restaurant Loyalty Members

5. Create the Segment.

Click Confirm to save your Dynamic Segment.

Your audience will now update automatically as contacts match or stop matching the rules.

Best Practices

• Keep segments focused on one goal or behavior.
• Use naming conventions that clearly identify the audience.
• Combine engagement and customer data for better targeting.
• Review inactive or outdated segments regularly.

Troubleshooting

“No contacts found.”

Your conditions may be too restrictive. Try broadening the filters.

Segment count looks incorrect.

Dynamic Segments update automatically as contact data changes.

Contacts disappeared from the segment.

Contacts no longer match the selected conditions.

What’s Next?

• Send a Campaign to your Dynamic Segment.
• Combine Dynamic Segments with Campaign Analytics.
• Create personalized SMS campaigns using behavior-based audiences.