Lists or segments: which to use

Every broadcast goes to an audience. In salestrack you build audiences in Contacts, as a list or as a segment. Both work in a broadcast. The difference is whether the group stays fixed or keeps itself up to date.

The difference

	List	Segment
What it is	A hand-picked or imported group of contacts	Saved conditions, like "Pipeline is Aligners and City is Kochi"
Who is in it	Only the people you add	Everyone who matches now, and anyone who matches later
Changes by itself?	No	Yes. Matching leads join and leave by themselves
Good for	Event attendees, an imported file, a VIP group	Leads at a stage, from a source, in a city

Use a list when

• You have an exact group of people, such as everyone who attended an event.
• You are importing contacts from Excel or CSV. The import asks you to name the list.
• The group should not change after you make it.

Use a segment when

• You send the same kind of message again and again, for example to every new lead from Meta ads.
• The group depends on where leads are in your pipeline, which changes every day.

Create a segment

1. Open Segments. In the left menu, under Grow, click Contacts, then the Segments tab. Click New segment.
2. Name it. Type a clear Segment name, for example "Aligner leads in Kochi".
3. Choose how conditions combine. Next to Include leads that match, pick All conditions (every condition must be true) or Any condition (one is enough).
4. Add the first condition. Pick a field (Pipeline, Stage, Source, Gender, City or Label), then is or is not, then the value.
5. Add more if needed. Click Add condition for each extra rule. Click the × next to a row to remove it.
6. Check the count and save. The green box shows how many contacts match now. Click Save segment.

Make a list

1. Pick contacts. In Contacts › All contacts, search or filter, then select the people you want.
2. Add them to a list. Click Add to list and choose an existing list, or create a new list.

To bring in a file instead, see Import leads from Excel or CSV.