How to Group contacts with saved segments
Filter contacts by tag, stage, owner or follower status, save the filter as a segment and send broadcasts to it in a couple of clicks.
A segment is a saved filter: "VIP followers", "Wholesale enquiries", "Giveaway entrants". It updates by itself as contacts change, and broadcasts can target it.
Steps
- 1
Open Contacts
Every person who commented, messaged or replied to a story is here, with their tags, pipeline stage and owner.
app.awwtomation.com/contacts
- 2
Filter by tag
Click Tags and tick the tags you want. Match all needs every tag; Match any needs one of them.
app.awwtomation.com/contacts
- 3
Add more filters
Click Filters for account, platform, Follows you, last activity and where the contact came from. Here, only people who follow you.
app.awwtomation.com/contacts
- 4
Save it as a segment
Click Save as segment, give it a name and an optional description, and click Save segment.
app.awwtomation.com/contacts
app.awwtomation.com/contacts
- 5
Switch between segments
Open Segments to jump to any saved segment. Change its filters and choose Save changes, or Save as new to keep both.
app.awwtomation.com/contacts
- 6
Send a broadcast to it
In a new broadcast, choose A saved segment and pick it. The count shows how many can get it right now.
app.awwtomation.com/broadcasts/new
Questions
Does a segment update by itself?
Yes. It's a saved filter, not a fixed list, so new contacts who match appear in it automatically.
Can I export a segment?
Yes. Open it and choose Export these contacts from the … menu to download a CSV.
Try it on your account
Build it now. Nothing is sent until you pick a plan.