Segments — fixed lists vs. smart rules

A segment is a group of contacts you can target with a campaign or an automation. There are two kinds.

Manual vs. dynamic

• Manual — you hand-pick the members. The list only changes when you add or remove someone.
• Dynamic — you define rules, and HexaFloww keeps the membership up to date automatically. For example "opened a campaign in the last 30 days" or "company contains Acme".

Create a segment

1. Open Segments → New Segment. Go to /admin/segments.

2. Step 1 · Basic Details. Name the segment and add an optional description.

3. Step 2 · Segment Type. Choose Manual (hand-pick members) or Dynamic (auto-computed from rules).

4. Step 3 · Members or Rules.

   • Manual: search and add contacts.
   • Dynamic: build a rule tree — combine conditions with AND / OR and group them.

   

5. Create Segment.

What you can build rules on

• Standard fields (email, name, company, phone, location, occupation, gender, date of birth, created date) and any custom field.
• WhatsApp opt-in status; whether they've opened / clicked / unsubscribed from any email; membership in another segment.
• Behavior: opened or clicked a specific campaign; last activity within N days.
• Open-timing fields for Smart Send (opens-at-hour, instant opener, average time to open, open rate).