With the Build Segments feature in the recipient section, you can precisely control who receives your email campaign by combining logic using Contacts, Tags, Smart Lists, and Pre-built Segments.

TABLE OF CONTENTS

Segment Components 

You can include or exclude contacts based on these criteria:

  • Tags
    Tag is or Tag is not (e.g., "Tag is A")

  • Smart Lists
    Smart List is (e.g., "Smart List is A")

  • Contacts
    Contact is or Contact is not (e.g., "Contact is A, B, C")

    If you select multiple contacts, it behaves like an OR operation (e.g., A or B or C)

  • Pre-built Segments
    Segment is or Segment is not
    (e.g., “Engaged in last 30 days” or “Not engaged in 30 days”)



Logic Builders: AND & OR

You can build complex targeting rules by stacking conditions using:

  • AND: All conditions must be true

  • OR: Any one condition can be true

The logic is evaluated sequentially from top to bottom. The result of the first condition (or grouped condition) is used as the base for the next.



How It Works: Sequential Logic Resolution

The Build Segments logic runs top-to-bottom, applying each condition one after another. This means:

  • Conditions are not all evaluated at once.

  • The first condition creates an initial group.

  • Each subsequent condition modifies that group — either by expanding it (with OR) or narrowing it down (with AND).

  • "Is not" conditions remove matching contacts from the group after the previous conditions are resolved.

Think of it like a filter stack — you're building the final list by passing contacts through each layer, one at a time.


Best Practices

  • Use OR when you want to combine audiences (e.g., anyone with Tag A or Tag B).

  • Use AND when you want to narrow down (e.g., in Smart List A and Smart List D).

  • Keep exclusion conditions (e.g., “is not”) near the bottom of your logic stack to ensure proper filtering.


If you're unsure how your logic will behave, try breaking it into smaller steps or re-ordering the conditions for clarity.


Examples for Better Understanding

Example 1: Send to contacts with Tag A or Tag B, but exclude Tag C

Tag is A
OR
Tag is B
AND
Tag is not C

How it works:
It first builds a group from Tag A or Tag B, then removes anyone from that group who also has Tag C.


Example 2: Send to contacts in Smart List A AND Smart List D, but exclude Contact C

Smart List is A
AND
Smart List is D
AND
Contact is not C

How it works:
Only contacts who are in both Smart List A and Smart List D will be selected, and Contact C will be excluded from that list.


FAQ
1. Is it possible to add a condition to exclude a Smart List?

No the capability to add a condition - Smart list "is not", is not present to exclude a smartlist

2. Can we freeze list of contacts at the time of creation?
The final list is created at the time of execution. A user cannot freeze list while building a segment.
If any other option apart from Build Segment is used, then freeze list capability is present.