---
title: Segments
slug: segments
createdAt: 2024-11-20T12:11:45.847Z
---
Segments in the [Contacts](docId\:uP4bNXkK5yVC_b2k-R6sq) module of Sanoflow allow users to group and organize their contacts based on static criteria (manually curated) or dynamic rules (based on real-time updates). These segments are essential for targeted communication, campaign personalization, and managing large contact lists effectively.
# Getting Here
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Using this feature requires **Admin**, or **Manager** access, and **Users with permissions **to preview this section.
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**Steps to Access**:
1. Navigate to the [Contacts](docId\:uP4bNXkK5yVC_b2k-R6sq) section on the left-hand menu.
2. Locate the **Segments **section on the left-hand side of the page
# Static Segments
## What Are Static Segments?
Static segments are fixed groups of contacts manually created and managed by the user. Once a contact is added, it remains in the segment unless removed manually. They are ideal for lists that don't change often, such as VIP clients or attendees of a specific event.
## Getting Started
- **Creating a Static Segment:**
- Use checkboxes to select contacts from the contact list.
- Assign them to the segment using the "Add to Segment" option.
- Choose from New/Existing Segments options, to create a new segment or add contacts to existing segment.
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2\. **Deleting a Segment:**
- Click the three-dot menu (...) next to a segment.
- Select **Delete** and confirm.
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### Key Features
- Manually curated lists.
- Suitable for stable contact groups.
- Not automatically updated.
# Dynamic Segments
## What Are Dynamic Segments?
Dynamic segments update automatically based on pre-set rules and conditions. They are ideal for scenarios like tracking contacts based on their last interaction, campaign tags, or service preferences.
## Getting Started
- **Creating a Segment & Setting Rules:**
- Define filters like:
- Last interaction time (e.g., within the last 30 days).
- Tags (e.g., "botox" or "dental").
- Services or custom fields.
- Save the filter by clicking on **"Create Segment"** at the top, and it will populate automatically.
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- **Editing a Segment:**
- To change the Name of the filter:
- Click the three-dot menu (...) next to the segment.
- Select **Edit** to modify the name.
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- **To change the segment details:**
- Open the segment.
- Click on the [Filter](docId\:EQIz_Rh19p5-LluzZrGX_) button at the top corner.
- Change the **rules/criteria** of the segment.
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- **Deleting a Segment:**
- Use the same menu from the three dots and select **Delete. **
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### Key Features
- Automatically updates based on rules.
- Ideal for dynamic and real-time lists.
- Saves time by removing the need for manual updates.
# Using Segments
- **Filter Contacts:**
- Use segments to filter and view specific groups in the contact list.
- **Targeted Campaigns:**
- Send messages via [WhatsApp broadcasts](docId\:TCYfPooU_aJSIptemezeS) to specific segments.
- **Analysis and Reporting:**
- Use dynamic segments to monitor customer behaviors like "Last interacted > 30 days."
# Practical Use Cases
1. **Static Segments:**
- Grouping clients for VIP invitations or loyalty programs.
- Storing customer lists from a past webinar.
2. **Dynamic Segments:**
- Tracking clients who haven’t interacted in the last 30 days.
- Auto-updating lists based on tags or labels added to them.
# Best Practices
1. Use **Static Segments** for fixed, unchanging lists to avoid unnecessary management.
2. Opt for **Dynamic Segments** for real-time tracking or when you need lists that evolve automatically.
3. Keep segment names descriptive to avoid confusion (e.g., "Botox Static" vs. "Last Interacted > 30 Days").
4. Periodically review your segments for relevance.
# FAQs
1. **What is the difference between Static and Dynamic Segments?**
- Static Segments are fixed lists manually curated by users. Dynamic Segments update automatically based on predefined filters like tags or interaction history.
2. **Can a contact exist in both Static and Dynamic Segments?**
- Yes, contacts can belong to multiple segments simultaneously, regardless of type.
3. **Why can't I see or manage Segments?**
- Segment visibility and editing are permission-based. Only Admins, Managers, or users with access rights can create or manage segments.
4. **Can I rename a Segment after it's created?**
- Yes. Click the "..." next to the segment name and choose “Edit” to change the segment name (for Dynamic segments only).
5. **Do Dynamic Segments update in real-time?**
- Yes, once the filter is applied and saved, the segment updates automatically whenever new contacts match the criteria.
6. **Can I manually add contacts to a Dynamic Segment?**
- No. Dynamic Segments are rule-based. Manual additions apply only to Static Segments.
7. **Why isn’t my new segment saving?**
- Ensure your segment name is unique. Duplicate names or missing filter rules can prevent segment creation.
8. **How do I remove a contact from a Static Segment?**
- You’ll need to deselect the contact from the segment manually using the contact list and remove them from the segment.
9. **Are Segments available for use in Campaigns or Flows?**
- Yes, both Static and Dynamic Segments can be used for sending targeted messages and triggering automated workflows.
10. **Will segment filters override the global contact filters?**
- No. Segment filters work independently, but you can apply additional filters inside a selected segment for more specific queries.