Smart segments

Available on Professional and Unlimited plans

Smart segments are saved filters over your contact list. They're re-evaluated every time they're used, so you always send to the current match list — there are no snapshots to keep in sync.

Why use segments

• Build the recipient list once, send to it many times
• Target precise audiences ("VIPs who haven't opened in 90 days", "contacts who bought product X but not Y")
• Drive drip campaigns and one-shot mailings off the same definition
• Power external integrations (GET /api/segments/{id}/contacts, POST /api/segments/{id}/send)

Creating a segment

Go to Contacts → Segments → New segment (/contacts/segments/create).

1. Pick a prefab (optional). Three one-click templates appear at the top of the form:
   • Win-back: inactive 90 days — lastInteracted olderThanDays 90 plus health filters
   • Most engaged (last 30 days) — lastInteracted withinDays 30
   • High-value leads — leadScore gte 70
2. Tweak the rules in the Rules card. Each rule is a tuple of field, operator, value.
3. Choose match mode at the top of the rule list: all (AND) or any (OR).
4. Click Run preview to see the live count + 10 sample contacts before saving.
5. Click Save to persist as a ContactSegment row.

Supported fields

Sending to a segment

From the segments list (/contacts/segments), click the green Send button on any row. The compose page loads with the segment's current matches pre-filtered for bounced and unsubscribed contacts. Edit subject + body and send as you would any other mailing.

How re-evaluation works

The segment's FilterJson describes the rules. Every time you click Send mailing or Run now, FastLinkIt re-runs the filter against your current contact list. New matches are picked up automatically; contacts who no longer match are dropped. This means:

• A contact who unsubscribes is silently dropped from the next send
• A contact whose lastInteracted ages past 90 days enters the win-back segment automatically the next time it's evaluated
• No background sweep is needed — the filter is the source of truth

The segments list shows a Last count + Last evaluated at timestamp per row so you know when each segment was last re-run.

Worked example

Goal: re-engage VIP customers who haven't opened anything in 90 days.

1. /contacts/segments/create → click Win-back: inactive 90 days prefab.
2. Add a third rule: tag is vip.
3. Set name to VIP win-back, save.
4. From the list, click Send → compose your re-engagement email → ship.
5. Three months from now, run the segment again — it auto-picks up new at-risk VIPs without any manual edits.

Related

• Custom contact fields — extra fields you can target in segment rules
• Email Mailing — compose page recipient picker
• Drip campaigns — sequences keyed off tags / triggers