Segments
Learn about Segments in WaymakerOS.
Target the right audience for each campaign. Build segments with conditions to send emails to specific groups of contacts.
Audience options
When sending a campaign, choose who receives it:
- All contacts — every contact in your audience
- Segment — a saved group with filter conditions
- Tag — contacts with a specific tag
- Filter — an ad-hoc filter built at send time
Creating a segment
- In the campaign settings, click Audience
- Click Create Segment
- Add conditions:
- Column + operator + value
- Example: "Signed up after January 1, 2026"
- Name your segment
- Save
Saved segments are reusable across campaigns. The contact list updates dynamically — new contacts that match the conditions are automatically included.
Condition operators
| Data type | Operators |
|---|---|
| Text | equals, contains, starts with, is empty |
| Number | equals, greater than, less than, between |
| Date | before, after, between, in the last N days |
| Select | is, is any of, is not |
| Boolean | is true, is false |
Combining conditions
Add multiple conditions to narrow your audience:
- All conditions (AND) — contacts must match every condition
- Any condition (OR) — contacts must match at least one condition
Example: Segment "Active Australian customers" = Country is "Australia" AND Status is "Active" AND Last purchase in the last 90 days.
Tags
Tags are labels you assign to contacts manually or via automations.
Common tag use cases
- Lead source — "Website", "Referral", "Conference"
- Interest — "Product A", "Product B", "Enterprise"
- Lifecycle — "Trial", "Customer", "Churned"
Applying tags
- Manually — select contacts and add a tag
- Via automation — when a form is submitted, tag the contact
- Via import — include a tags column in your CSV
Segment previews
Before sending, click Preview Audience to see how many contacts match your segment and review the list. This prevents accidentally sending to the wrong group.
Next steps
- Campaigns — send to your segment
- Analytics — measure campaign performance
- Introduction to Journeys — overview