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Segments

Build reusable customer groups — "VIPs who opted in", "signed up this month, never bought" — and send campaigns to them.

A segment is a saved group of customers, defined by rules rather than a fixed list. "Customers tagged VIP who've opted into WhatsApp." "People who signed up this month and haven't bought yet."

The important part: a segment is live. Unlike a spreadsheet you upload, it updates itself. Someone who becomes a VIP tomorrow is in your VIP segment tomorrow, without you touching anything.

Segments are how you target campaigns.

Building one

A segment is some rules, plus a choice of how to combine them:

What it means
Match AllThe customer must meet every rule. Narrower.
Match AnyThe customer must meet at least one rule. Wider.

Getting these the wrong way round is the usual reason a segment comes back empty.

Each rule is three dropdowns: a field, a comparison, and usually a value. You never type code — the builder gives you the options that make sense for whichever field you picked.

Three segments worth building first

Your VIPs

Match All
  Tags          contains        vip
  Opt-in status is              Opted in

Signed up recently but never bought

Match All
  Created       this month
  Tags          does not contain   customer

Good for a "still thinking about it?" nudge.

Everyone waiting on a restock

Match Any
  Tags          contains        back-in-stock-waitlist

Good for a "we've restocked, but only 40 left" message that reliably converts.

The comparisons you can use

Which comparisons appear depends on the field you picked — dates offer date comparisons, tags offer list comparisons, and so on.

Field typeWhat you can ask
AnythingIs it filled in? Is it empty?
Text (name, email)Is exactly, contains, starts with, ends with
Numbers (spend, order count)Equals, is more than, is less than, is at least, is at most
Yes/noIs true, is false
Lists (tags)Contains, doesn't contain, contains all of, contains any of, is empty, how many
DatesBefore, after, between — plus ready-made ones like today, this week, last month, this year

Use the relative date options

"Created this month" stays correct forever. "Created after 1 January" is wrong by February and you'll forget to fix it.

The relative options — this week, last month, this year — are what make a segment something you build once and reuse, rather than something you maintain.

Why your segment size and your send size differ

Every segment shows a live count of matching customers. That count uses exactly the same logic that picks recipients when a campaign sends — so it's honest.

But "matching" isn't "will receive". At send time, a campaign runs three more checks:

CheckWho gets dropped
WhatsApp opt-inAnyone who hasn't agreed to be messaged
UnsubscribedAnyone who opted out
Valid phone numberNumbers that can't be read

So a segment of 1,000 might send to 850. That's not a bug — it's Enscale protecting your number. The campaign shows you the skipped count and the reason for each before you commit to sending.

If the gap is large, your opt-in collection needs work more than your segment does.

Segments are always WhatsApp

There's no channel option in a segment, because campaigns are WhatsApp-only. A segment always resolves to people you can reach on WhatsApp.

Which means: to reach someone who's only ever DMed you on Instagram, you first need their phone number and their consent. The coupon popup is the usual way to bridge that.

Using segments in automations

Two steps let a flow move people in and out of segments as it runs: Add to Segment and Remove from Segment.

This is how you build behaviour-based groups rather than attribute-based ones. For example — add someone to a "hesitant" segment after they've abandoned two checkouts, then target that segment with a stronger offer than you'd send everyone.

Common questions

Next steps

  • Tags — the field most segments are built on.
  • Audiences — how a campaign picks who to send to.
  • Broadcasts — sending to a segment.

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