Contacts & Segments

Build and manage audiences for your broadcasts.

Importing Contacts

Visit /segments/import to upload a CSV file with customer phone numbers and metadata.

Required field: phone_number in E.164 format (e.g., +201001234567).

Optional fields: name, email, custom_field_1, custom_field_2, etc. All fields become contact properties you can filter on.

Steps:

1. Click Import Contacts
2. Upload your CSV file (max 10,000 rows per upload)
3. Review field mapping — confirm phone number column
4. Confirm import — contacts are stored immediately

Result: Contacts appear in your contact library and are available for segment filtering.

Understanding Segments

A segment is an audience definition — either dynamic (filter-based, updates as contacts change) or static (frozen at creation time).

Dynamic Segments

Filter contacts on any property: phone number prefix, name contains, custom fields, channel connectivity, last message date, etc.

To create a dynamic segment:

1. Go to /segments/create
2. Click Add Filter
3. Choose property (phone, name, email, custom fields, etc.) and condition (contains, equals, starts with, etc.)
4. Add multiple filters — contacts matching ANY filter are included
5. Name the segment and save

The segment refreshes automatically as you add/update contacts. Use dynamic segments for evergreen audiences like "Trial users" or "Region: Cairo."

Static Segments

A frozen snapshot of contacts at creation time. Useful for one-time campaigns where you want to know exactly who receives the message.

To create a static segment:

1. Go to /segments/create
2. Build your filters as above
3. At the final step, choose Snapshot (instead of Dynamic)
4. Save

A static segment has a fixed membership. New matching contacts added later are not included.

Duplicate & Export

From the segment list (/segments), you can:

• Duplicate a segment — creates a copy with a new name and filters
• Export as CSV — download all contacts in the segment with all their properties

Managing Segments

Go to /segments to:

• View all segments (count, last updated)
• Search by name
• Edit filters (dynamic segments only)
• Delete segments

Deleting a segment does not delete its contacts — only the filter definition is removed. Contacts remain in the system.