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CRM and sales

What is a contact segment?

A contact segment is a defined subset of contacts selected by criteria such as tags, custom field values, source, consent status, last activity, lead stage or purchase history. Segments can be static (a fixed list) or dynamic (recalculated at send time), and are the audience unit for broadcasts, sequences and reports.

Updated 29 Aug 2026 · 1 min read

On this page
  1. Why it matters
  2. In VGraple CRM
  3. Related terms

CRM AND SALES

Contact segment

A contact segment is a defined subset of contacts selected by criteria such as tags, custom field values, source, consent status, last activity, lead stage or purchase history. Segments can be static (a fixed list) or dynamic (recalculated at send time), and are the audience unit for broadcasts, sequences and reports.

tagcustom fieldbroadcastopt in

Contact segment in one line

Why it matters

Segmentation is the difference between marketing that gets replies and marketing that gets blocks. A message to "everyone" is the classic quality-rating killer; a message to "past customers of this service who consented and were active in 90 days" is welcome. Dynamic segments keep campaigns current without rebuilding lists.

In VGraple CRM

Segments are built in Contacts with filters and saved; broadcasts pick a segment and apply eligibility on top (consent, suppression, limits), showing the deliverable count before sending. Segment size and activity are reported so you can see a list decaying.

Tag, Custom field, Broadcast, Opt-in.

Frequently asked questions

Are segments dynamic?
Saved filters are dynamic; you can freeze one into a static list for a specific campaign.
Can I import a segment from a CSV?
Import the contacts with a tag, then segment by the tag.
Does a segment override consent?
No. Eligibility checks apply on top of every segment.

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