How to Create and Manage Segments in Firstsales.io

12 min

Overview

Segments in Firstsales.io help you organize and filter your contacts based on specific conditions. This guide will walk you through creating and managing segments effectively.

Creating a New Segment

Step 1: Access Segments

Navigate to the "Segments" tab from the top navigation menu
If you have no segments, you'll see a "There are no segments yet" message
Click either the "Create Segment" button or "Create Segments" in the top right corner

Step 2: Name Your Segment

In the "Create New Segment" popup:
- Enter a Segment Name
- Click "Create segment" to proceed
- Or click "Cancel" to abort

Step 3: Configure Segment Conditions

Basic Conditions

From the "Select Condition" dropdown, choose from:

Created before
Created after
In list
In segment
Tags

Date and Time Settings

When using date-based conditions:

Select a date using the calendar picker
Choose the time
Select AM/PM
Use "Clear" to reset or "Today" for current date

Multiple Conditions

Use "AND" to add conditions that must all be true
Use "OR" to add alternative conditions
Click the "×" icon to remove any condition

Step 4: Filter and Save

Click "Filter segment" to apply your conditions
Review the filtered contacts list showing:
- Email addresses
- Status (Active, Unsubscribed)
- Total number of contacts

Step 5: Finalize Segment

Click "Save Segment" to store your segment
You'll see a confirmation message when successful
Use "Delete" to remove the segment if needed

Managing Segments

Available Actions

Each segment shows:

Segment Name
Created At timestamp
Action buttons:
- View (eye icon)
- Edit (pencil icon)
- Delete (trash bin icon)

Best Practices

Use clear, descriptive names for segments
Review filtered results before saving
Combine conditions thoughtfully using AND/OR operators
Regular review and update of segments

Troubleshooting

If no contacts appear, check your condition settings
Ensure dates are correctly formatted
Verify your AND/OR logic is set up properly
Use "Go Back" to return to the main segments view

For additional support, use the "Support" option in the left sidebar menu.