> For the complete documentation index, see [llms.txt](https://docs.ownchat.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ownchat.app/contact-screen/segments.md).

# Segments

### **Overview**  

Segments (Dynamic Filters) allow you to group contacts based on defined conditions.

Segments update automatically when contact data changes.

{% embed url="<https://app.supademo.com/demo/cmm3cqlxj1082q1brxhmxybcn?utm_source=link>" %}

Use segments to:

* Target specific customer groups
* Filter contacts dynamically
* Personalize communication
* Improve campaign targeting

Segments do not require manual updates.

### Access Segments &#x20;

1. Go to the **Contacts** module
2. Click **Segments** (top left corner)

You will be redirected to the Segments screen.

### Segment Dashboard Overview &#x20;

Inside the Segments section:

* Use the **Search field** to filter segments by name<br>

{% embed url="<https://app.supademo.com/demo/cmojr4h7z01oaxx0j4a3macxm?utm_source=link>" %}

* Click **Grid View** to change layout<br>

{% embed url="<https://app.supademo.com/demo/cmojol2o001q6100jvo76z3a8?utm_source=link>" %}

* Click **List View** to display contacts in list format<br>

{% embed url="<https://app.supademo.com/demo/cmojoma5v00yf000k7vrp1cyb?utm_source=link>" %}

* Click the **Reload button** to refresh and synchronize segment data<br>

{% embed url="<https://app.supademo.com/demo/cmojonnow017axx0j8jcyiihx?utm_source=link>" %}

### Create a New Segment &#x20;

Click **Create New Segment**

{% embed url="<https://app.supademo.com/demo/cmojop4o100yh000k5qmu1fg2?utm_source=link>" %}

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Enter a **Segment Name** for identification<br>

{% embed url="<https://app.supademo.com/demo/cmojp6dst01te100jjhtxi78c?utm_source=link>" %}

Select a **Field Name** from the dropdown\
Choose **Tags** (if filtering by tags)

{% embed url="<https://app.supademo.com/demo/cmojph6l001g1xx0jfmi8fh75?utm_source=link>" %}

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Select an **Operator** (e.g., is)

{% embed url="<https://app.supademo.com/demo/cmojpifpa01g3xx0jicutu5vx?utm_source=link>" %}

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Select a **Value** (e.g., 1st Customer)

{% embed url="<https://app.supademo.com/demo/cmojpk82c027c100jy0uho4ik?utm_source=link>" %}

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Click **Create Segment**

{% embed url="<https://app.supademo.com/demo/cmojpay3u01bdxx0je04ujeit?utm_source=link>" %}

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The segment will be created based on the defined condition.

### Manage Segment Conditions &#x20;

#### Access Conditions &#x20;

Click the **Condition tab**

{% embed url="<https://app.supademo.com/demo/cmoju08ru01xbxx0j8v0a9lca?utm_source=link>" %}

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View and manage segment filters

### &#x20;Edit Segment &#x20;

Click **Edit Segment Form**

{% embed url="<https://app.supademo.com/demo/cmoju8ru102la100j2djxq6po?utm_source=link>" %}

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Modify existing conditions\
Click **Update Segment** to save changes

### &#x20;Add Conditions &#x20;

To refine your segment:\
Click **Add Condition**

{% embed url="<https://app.supademo.com/demo/cmojubuoh02lf100j5dcyyzmq?utm_source=link>" %}

[<br>](https://app.supademo.com/demo/cmojubuoh02lf100j5dcyyzmq?utm_source=link)Select:\
Field Name\
Operator\
Value

### Condition Matching Logic &#x20;

#### All Conditions (AND Logic) &#x20;

Select **All** to apply strict filtering

{% embed url="<https://app.supademo.com/demo/cmojvq67900drxj0j6gsj3b8x?utm_source=link>" %}

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All conditions must be met\
**Example:**\
Tags is 1st Customer **AND** Tags is not Ads\
→ Only contacts matching both conditions will be included<br>

{% embed url="<https://app.supademo.com/demo/cmojvib3t0255000kt4jbz2bh?utm_source=link>" %}

### &#x20;Any Condition (OR Logic) &#x20;

Select **Any** for broader filtering<br>

{% embed url="<https://app.supademo.com/demo/cmojvscyy02fwxx0jqdbmrl97?utm_source=link>" %}

[<br>](https://app.supademo.com/demo/cmojvscyy02fwxx0jqdbmrl97?utm_source=link)At least one condition must be met\
Example:\
Tags is 1st Customer **OR** Tags is not Ads<br>

{% embed url="<https://app.supademo.com/demo/cmojw2x8h02vq100jl5ymtmbe?utm_source=link>" %}

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→ Contacts matching either condition will be included

### Add Multiple Conditions &#x20;

To add another condition:\
Click **Add Condition**\
Select **Field Name → Tags**

{% embed url="<https://app.supademo.com/demo/cmojw5izj003bxb0j56le8b9a?utm_source=link>" %}

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Choose an **Operator** (e.g., is not)

{% embed url="<https://app.supademo.com/demo/cmojwprzd025y000kvm17m3hk?utm_source=link>" %}

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Select a **Value** (e.g., Ads)<br>

{% embed url="<https://app.supademo.com/demo/cmojwramz02h8xx0jsclgrbtx?utm_source=link>" %}

### Add Condition Group &#x20;

To create advanced rules:\
Click **Add Condition Group**\
Define additional filtering criteria

### &#x20;View Segment Results &#x20;

View the **matching contacts count**

{% embed url="<https://app.supademo.com/demo/cmojwsnqs02wu100jksrscuwg?utm_source=link>" %}

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Click **Refresh** to update segment results\
The screen displays:\
Segmented contacts\
Total contact count

### Segment Actions &#x20;

**Edit Segment** &#x20;

Click **Edit**\
Modify conditions\
Click **Update Segment**<br>

{% embed url="<https://app.supademo.com/demo/cmojwu8qb02hbxx0jrrpxl109?utm_source=link>" %}

Delete Segment &#x20;

Click **Delete**\
Confirm removal

### Summary &#x20;

Using Segments, you can:\
Filter contacts based on conditions\
Apply AND / OR logic\
Create dynamic audience groups\
View and manage segmented contacts\
Update or delete segments anytime\
Segments help you target the right audience for campaigns and automation workflows.