Segments: Dynamic Audience Builder

What are Segments?

Segments (/crm/segments) are dynamic, self-updating contact groups inside Reachvo. Unlike static lists that require manual imports and periodic spreadsheet cleanups, Segments automatically evaluate your contacts against real-time rules (such as job titles, geographic locations, lead scores, or connection statuses).

Whenever you discover new prospects via Search Prospects, capture warm leads through Signal Intelligence, or import contacts, Reachvo instantly evaluates them against your segment rules. If they match the criteria, they enter the segment automatically.

                  ┌──────────────────────────────────────────────┐
                  │              New Contact Added               │
                  │  (Search Prospects / Signals / CSV Import)   │
                  └──────────────────────┬───────────────────────┘
                                         │
                                         ▼
                  ┌──────────────────────────────────────────────┐
                  │        Dynamic Filter Rule Evaluation        │
                  │   • Job Title contains "Founder"             │
                  │   • Lead Score > 75                          │
                  │   • Location contains "United States"        │
                  └──────────────────────┬───────────────────────┘
                                         │
                                         ▼
                         ┌───────────────────────────────┐
                         │   Auto-Enrolled into Segment  │
                         │    & Target Outreach Queue    │
                         └───────────────────────────────┘

Static Lists vs. Dynamic Segments

To achieve the best results with your outreach, choose the list type that fits your campaign goal:

Feature	Static Lists (`/crm/contacts` → Lists tab)	Dynamic Segments (`/crm/segments`)
How Contacts are Added	Manually selected from the contacts table or uploaded via a specific CSV.	Evaluated continuously based on active filter rules.
Membership Changes	Fixed snapshot. Membership never changes unless you manually edit it.	Auto-updating. New matching contacts enter automatically over time.
Best Used For	One-time event cohorts (e.g. SaaS Summit 2026 Attendees, Q2 Webinar RSVP).	Evergreen ICP outreach (e.g. US Founders with Lead Score > 80).
Campaign Integration	Static 1-time campaign dispatch.	Continuous pipeline feeding active outreach sequences.

1. Segments Hub Overview

When you open the Segments page, the top header bar and toolbar provide an instant status overview:

┌───────────────────────────────────────────────────────────────────────────────────────────────────┐
│  Segments                                                                      [ + Build Segment ]│
│  4 segments · 3,420 contacts · 6 campaigns                                                        │
├───────────────────────────────────────────────────────────────────────────────────────────────────┤
│  [ Search segments...                                     ]                                       │
└───────────────────────────────────────────────────────────────────────────────────────────────────┘

Key Screen Elements:

Summary Metrics Subtitle: Displays your real-time total count of active segments, total cumulative contacts enrolled across segments, and number of campaigns currently powered by your segments.
Search Bar: Quickly locate any segment by typing its title or keyword.
+ Build Segment Button: Opens the right-side Segment Builder drawer to construct a new dynamic audience.

2. How to Build a Segment (Step-by-Step)

Clicking + Build Segment opens the builder drawer on the right side of your screen:

┌────────────────────────────────────────────────────────────┐
│ Build Segment                                         [X]  │
│ Filter contacts dynamically to create a saved list.        │
├────────────────────────────────────────────────────────────┤
│ Segment name                                               │
│ [ US Tech Founders - High Score                          ] │
│                                                            │
│ Client Workspace                                           │
│ [ Current Workspace                                     v] │
│                                                            │
│ FILTERS                                                    │
│ [ Job Title      v] [ contains   v] [ Founder        ] [X] │
│ [ Location       v] [ contains   v] [ United States  ] [X] │
│ [ Lead Score     v] [ greater thanv][ 75             ] [X] │
│                                                            │
│ [ + Add Filter ]                                           │
│                                                            │
│ ┌────────────────────────────────────────────────────────┐ │
│ │ 128 Matching contacts (live preview)                   │ │
│ └────────────────────────────────────────────────────────┘ │
├────────────────────────────────────────────────────────────┤
│                       [ Cancel ]  [ Save Segment ]         │
└────────────────────────────────────────────────────────────┘

Step 1: Name Your Segment

Enter a clear, descriptive name (e.g., US Tech Founders - High Score or Growth Leaders - Warm Leads).

Step 2: Select Client Workspace

If you are managing client sub-accounts through an Agency workspace, choose which client workspace this segment belongs to, or keep Current Workspace.

Step 3: Define Filter Criteria

Reachvo allows you to combine multiple rules using standard CRM fields and custom attributes:

Filter Field	Available Operators	Example Target Value	Use Case
Job Title	`contains`, `is`, `is not`	`Founder`, `CEO`, `Head of Growth`	Target specific decision-maker roles.
Company	`contains`, `is`, `is not`	`Stripe`, `Scale AI`, `Inc`	Account-Based Marketing (ABM) targeting.
Location	`contains`, `is`, `is not`	`San Francisco`, `United States`, `London`	Match timezones for scheduling outreach.
Connection Status	`is`, `is not`	`1st Degree`, `Not Connected`, `Pending`	Differentiate between warm contacts & cold leads.
Lead Score	`greater than`, `less than`, `is`	`80`, `65`	Prioritize outreach on high-intent prospects.
Campaign	`contains`, `is`, `is not`	`Q1 Outbound`, `Content Engagers`	Exclude contacts already enrolled in a campaign.
Tag	`contains`, `is`, `is not`	`VIP`, `Webinar-Lead`, `Follow-Up`	Filter by internal organizational tags.
Last Activity	`is`, `greater than`, `less than`	`30 days ago`	Re-engage cold or dormant prospects.

NOTE

Custom fields created in your Workspace Settings that have Use in Segments toggled on will also automatically appear in this dropdown list.

### Step 4: Review the Live Matching Count As you adjust fields, operators, and values, the **Live Preview** card instantly queries your database and displays the exact number of matching contacts currently in your CRM.

Step 5: Save

Click Save Segment to store your filter. Reachvo will immediately index your database and generate the segment card.

3. Managing and Launching Campaigns from Segments

Once saved, each segment appears as an interactive card displaying rich analytics and management controls:

┌────────────────────────────────────────────────────────────┐
│ US Tech Founders - High Score                         [•••]│
│ Saved segment with 3 rules                                 │
├────────────────────────────────────────────────────────────┤
│   CONTACTS             AVG SCORE            CAMPAIGNS      │
│     128                   88                    2          │
├────────────────────────────────────────────────────────────┤
│ [Job Title contains "Founder"] [Location contains "US"]    │
│ [Lead Score greater than "75"]                             │
├────────────────────────────────────────────────────────────┤
│ Updated Just now                              [Edit Rules] │
└────────────────────────────────────────────────────────────┘

Segment Card Metrics:

CONTACTS: The total number of leads currently matching your segment rules.
AVG SCORE: The average AI lead score across all matching prospects.
CAMPAIGNS: The number of active campaigns currently sending messages to this audience.
Active Rule Badges: Quick visual pills showing the first 3 active filter criteria.

Click the actions menu button on any card to perform the following actions:

Use in Campaign: Instantly launches the New Campaign Wizard (/outreach/campaigns/new?segmentId={id}) with this segment pre-selected as the recipient audience.
Edit: Opens the Segment Builder drawer to modify rules or rename the segment.
Duplicate: Clones the existing segment rules so you can quickly build regional or vertical variants (e.g. creating a UK version of a US segment).
Delete: Permanently removes the segment rule. (This will never delete or modify the contacts themselves).

4. High-Converting Segment Recipes

Here are three recommended segment templates used by top-performing B2B outbound teams:

Recipe A: High-Intent Hot Prospects

Filter 1: Lead Score greater than 80
Filter 2: Connection Status is not Pending
Goal: Rapidly route warmest leads to your sales pipeline or execute high-touch personalized email sequences.

Recipe B: Regional Tier-1 Decision Makers

Filter 1: Job Title contains VP Sales
Filter 2: Location contains United States
Filter 3: Company is not Stealth
Goal: Target North American sales executives during their local 9:00 AM - 11:30 AM active work hours.

Recipe C: Second-Chance Re-Engagement

Filter 1: Connection Status is 1st Degree
Filter 2: Campaign is not Active
Filter 3: Lead Score greater than 50
Goal: Reach out to existing 1st-degree connections who have not received an outreach message in the past 60 days.

Frequently Asked Questions (FAQ)

Do contacts automatically leave a segment if their profile changes?

Yes. Segments are completely dynamic. If a contact's lead score drops below your threshold or their job title is updated, they will automatically exit the segment on the next evaluation cycle.

Will deleting a segment delete my CRM contacts?

No. Deleting a segment only deletes the saved filter rule set. All contacts, lead scores, conversation histories, and notes remain safe in your CRM.

Can I use multiple segments in the same campaign?

Yes. When configuring outreach sequences in the Campaign Builder, you can select one or more segments as target audience sources.