---
title: How to Create and Manage Segments in Firstsales.io
slug: how-to-create-and-manage-segments-in-firstsalesio
createdAt: 2024-12-01T16:47:02.994Z
---

## 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

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

### Step 2: Name Your Segment

1. 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:

1. Select a date using the calendar picker
2. Choose the time
3. Select AM/PM
4. 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

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

### Step 5: Finalize Segment

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

## Managing Segments

### Available Actions

Each segment shows:

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

### Best Practices

1. Use clear, descriptive names for segments
2. Review filtered results before saving
3. Combine conditions thoughtfully using AND/OR operators
4. 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.