How to Create CRM Segments in UniLink (Group Contacts for Targeted Campaigns)

Build dynamic or static contact groups based on tags, purchases, scores, and more — then use those segments to send the right message to exactly the right people.

Sending the same email to everyone in your contact list is the fastest way to rack up unsubscribes and waste your best offers on people who are not ready for them. Segments let you divide your contacts into meaningful groups — buyers, free-plan users, people who signed up last week, contacts from Instagram — and communicate with each group in a way that is actually relevant to where they are. In UniLink CRM, segments are flexible, reusable, and can update automatically as your contact list grows and changes.

What CRM Segments Do

A segment is a saved filter that groups contacts matching specific conditions. UniLink supports two types: dynamic segments and static segments. Dynamic segments update automatically — every time a contact meets the conditions, they are added; every time they stop meeting them, they are removed. If you create a dynamic segment for "contacts who made a purchase in the last 30 days," it will always reflect your current buyers, not a frozen snapshot from the day you created it.

Static segments are manual lists. You define the group once, add contacts to it, and the list only changes when you manually add or remove people. Static segments are useful for one-time campaigns — a group of attendees from a webinar, a batch of contacts you met at an event, or a VIP list you curate by hand.

Once a segment exists, it becomes available everywhere in UniLink where you need an audience: email campaigns, email sequences, automation triggers, and CRM pipeline filters. You define the group once and reuse it across all your marketing tools without rebuilding the filter each time.

How to Get Started With CRM Segments

1. Open the Segments panel — from your UniLink dashboard, go to CRM, then click "Segments" in the sub-menu. You will see a list of any existing segments and a button to create a new one.
2. Click "Create Segment" — this opens the segment builder with an empty rule set. Give the segment a clear, descriptive name like "Buyers — Last 90 Days" or "Free Plan — High Score."
3. Add your first rule — click "Add Rule" and select a condition category: Tag, Purchase, Plan, Source, Date, or Score. Each category has its own set of operators (is, is not, contains, before, after, greater than, etc.).
4. Combine rules with AND / OR logic — add additional rules and choose whether contacts must match ALL rules (AND) or ANY rule (OR). For example, "Tag is 'buyer' AND Score is greater than 30" finds only high-score buyers.
5. Preview the segment size — before saving, the builder shows how many contacts currently match your rules. Use this to verify the segment is not accidentally too broad or too narrow.
6. Choose dynamic or static — select "Dynamic" to keep the segment auto-updating, or "Static" to lock in the current matching contacts as a fixed list.
7. Save the segment — click Save. The segment is now available in campaign targeting, sequence setup, and CRM filter views.

How to Use CRM Segments

1. View segment members — click any saved segment to see the full contact list matching its rules. You can sort, search within this list, and export it as a CSV.
2. Use a segment in an email campaign — when creating a campaign in Email → Campaigns, the recipient selector shows all your saved segments. Select one as the audience. Only contacts in that segment will receive the campaign.
3. Use a segment as a sequence trigger — in Email → Sequences, set "Contact enters segment [name]" as the trigger. Any contact who joins that segment automatically starts the sequence. This is powerful for onboarding, re-engagement, or post-purchase flows.
4. Filter the CRM pipeline by segment — in the pipeline Kanban board, use the filter bar to show only pipeline cards belonging to contacts in a specific segment. This creates a focused view without changing your actual pipeline structure.
5. Edit segment rules — open an existing segment and click Edit Rules. For dynamic segments, the contact list updates immediately when you save new rules. For static segments, editing rules does not change the existing list — it only applies to contacts you explicitly add going forward.
6. Merge or duplicate segments — use the segment menu to duplicate a segment as a starting point for a variation, or use OR logic to combine conditions that would otherwise require two separate segments.
7. Check segment size before sending — always review the contact count in a segment before sending a campaign. An unexpectedly large or small number usually means a rule condition is wrong — for example, a date filter using the wrong year.

Key Settings Explained

How to Get the Most Out of CRM Segments

The power of segments comes from using them consistently across every campaign and automation you build. Rather than creating one-off audience filters inside each campaign tool, maintain a library of five to ten well-named segments that cover your core audience categories: new subscribers, active buyers, high-score leads, free-plan users, and churned contacts. When you always target from a named segment rather than rebuilding filter conditions each time, you eliminate errors and make your campaigns auditable.

Think about segmentation at the moment of contact creation, not as an afterthought. When someone signs up via your Instagram bio link, tag them "source-instagram" immediately. When someone completes a purchase, that is automatically captured — but the behavioral tags you apply manually during onboarding are the data that makes future segments meaningful. Segments are only as good as the tagging and scoring data they draw from.

Use the segment preview count to catch rule errors before they turn into campaign mistakes. If a segment that should have 200 members shows 2,000, an OR condition where you meant AND is probably the culprit. If a segment shows 0, a date filter is likely set to the wrong range or a tag was spelled differently than expected. Always review the count before scheduling a send.

For product launches and promotions, build your target segment two weeks in advance and let it grow. A dynamic segment for "Score ≥ 40 AND has not purchased [product]" continuously updates as new contacts reach that score threshold — so by launch day, your warm-lead list is automatically larger than it was when you created the segment.

Troubleshooting Common Issues