Segments

A Segment is a named group of contacts used as a Broadcast audience or as a logical grouping for reporting. Segments come in two types: static and dynamic.

Static segments

A static segment works like a List: contacts are members only because you explicitly added them, and they stay members until you remove them. Static is the default type when you create a new segment.

Manage static segment membership from the Workflow layer using:

• ADD_TO_SEGMENT — enrolls a contact in the segment.
• REMOVE_FROM_SEGMENT — removes a contact from the segment.

You can also manage membership from the segment's detail page in the UI.

Dynamic segments

A dynamic segment defines its membership through filter criteria stored in the segment record. EzFlow evaluates the criteria at query time — for example, when resolving the audience for a Broadcast — so the membership stays current automatically as contact data changes.

Criteria structure

A dynamic segment's criteria has:

• Operator — AND or OR. Controls how multiple conditions are combined.
• Conditions — one or more property conditions, each specifying:
  • propertyName — a standard contact field (email, firstName, lastName, phone) or a path into custom properties (e.g. customProperties.company).
  • operator — one of: =, !=, contains, starts_with, ends_with, is_null, is_not_null.
  • value — the value to compare against (not used with is_null / is_not_null).

You cannot manually add or remove contacts from a dynamic segment. Membership is read-only from the segment management UI; it is derived entirely from the criteria.

Example criteria

A segment targeting contacts whose custom property plan equals "enterprise" with AND operator and a single condition:

{
  "operator": "AND",
  "conditions": [
    {
      "type": "PROPERTY",
      "propertyName": "customProperties.plan",
      "operator": "=",
      "value": "enterprise"
    }
  ]
}

Segments vs. Lists

Related

• Contacts — the underlying records
• Lists — purely static audience groups
• Broadcasts — targeting a segment with a send
• ADD_TO_SEGMENT node
• REMOVE_FROM_SEGMENT node