Contacts list, filters, and segments

This page is where targeting becomes a system. If you use it well, you stop asking “who should we call?” and start asking “which segment is ready for the next campaign?”

At a glance

Contacts supports search, sorting, pagination, and backend-driven filters.
You can save any filtered view as a Segment.
Segments are the cleanest way to reuse targeting across campaigns.

Contacts list anatomy (what you can do)

Search

Use search when you already know what you’re looking for (name, email, company, phone, etc.).

Sorting

Sorting is column-dependent and is constrained by what the backend exposes as sortable for contacts.

Filters (operator-grade targeting)

Filters are built from filterable attributes provided by the backend for your tenant. That means the exact fields you can filter on can vary by tenant configuration — but the user experience stays the same:

choose a field
choose an operator (equals, contains, between, present, etc.)
choose a value

Operator note: filters are a contract

Once a segment is used in production campaigns, changing the segment criteria changes who gets called. Treat segment edits like changes to a campaign audience.

Segments: the reusable audience layer

Segments are saved targeting rules. They exist so you can:

launch the same program weekly/monthly without rebuilding the list
keep campaign audiences consistent across different operators
attach a segment directly in the Campaign Wizard (Audience step)

Save a segment from Contacts

You create segments primarily from the Contacts list:

Apply filters and/or search.
Click Save as segment.
Name the segment like an operator (who/what/geo/time).

Under the hood, the segment stores:

your filters
your search term

Create vs update

Create when this is a new audience definition.
Update when you are intentionally changing who should qualify for an existing segment.

Watch out: system-managed segments

Some segments are marked as system-managed and can’t be edited. Treat those as “platform-owned” datasets and build your own segment next to them if you need a variant.

Segment pages (index + detail)

Segments have:

a list page (all segments)
a detail page (a segment’s rule definition and current matching contacts)

The segment detail page includes Open in Contacts, which reconstructs the segment’s saved targeting as a normal Contacts view.

How segments connect to campaigns

In the Campaign Wizard:

go to Audience
choose From Segment
select a segment
optionally map contact fields into agent variables (segment-to-agent-variable mapping)

This is the cleanest way to keep campaigns consistent across operators.

If you want the variable mapping mechanics, use Contacts → Campaigns → Agent variables.

Next: use segments in a campaign

Attach a segment in the Campaign Wizard and map the fields your agent needs.

Campaign Wizard: Step 3 (Audience) Custom fields Import contacts