Create a Segment

Last updated 5 days ago

Segments are dynamic contact groups that Subflow updates automatically. When you define a set of conditions, contacts are added or removed in real time as their records change. This guide shows you how to create a new segment.

Before you start

  • You need contacts already in the system for your segment to return results. See how to Add a Contact Guide , if you haven't added any yet.

✏️ You do not add or remove contacts from a segment manually. Subflow does this automatically when a contact meets or stops meeting the conditions you define.

Get started

Follow the steps below to create a new segment.

  1. Navigate to Contacts on the left sidebar, then select Segments.

  2. Click the New Segment button at the top-right corner of the Segments dashboard. The segment creation interface opens showing the segment details, segment conditions and an empty table. The filter panel is hidden by default, you will need to expand it before you can add conditions. To do so, click the funnel icon next to the search bar at the top of the page. This reveals the Search Facets section, where all filter options are listed.

  3. Fill the segment details form by entering the following:

    • Segment name: Enter a clear, descriptive name that reflects the contact type (e.g., "High-Risk Contacts" or "Contacts Above 60 Years".

    • Description: provide an intuitive description that explains the purpose of this segment.

  4. Click the funnel icon next to the search bar to open the Search Facets panel and select conditions that determine which contacts are automatically included in your segment.

    1. Choose your filter logic: At the top of the search facets section, select how multiple conditions will be combined using the Combine filters with buttons.

      • AND – Contacts must match ALL selected conditions

      • OR – Contacts must match AT LEAST ONE condition

    2. Add filter conditions: Use the Search field to find a specific condition, or scroll through the list under Fields. Click any condition to add it to your segment. Below are the available filter conditions you can choose from.

      • Teams: Filter contacts assigned to a specific team

      • Email Enabled: Filter contacts by email status: enabled, disabled, or blocked

      • SMS Enabled: Filter contacts by SMS status: enabled, disabled, or blocked

      • Tags: Filter contacts that have a specific tag applied to their record

      • Mobile Number: Filter contacts whose phone numbers START WITH or are LIKE a specific value

      • Contact Form Fields: Filter based on responses from contact forms

  5. Preview the results on the table to confirm your conditions are capturing the right contacts. As you add conditions, matching contacts appear on the table.

  6. Click Save to create the segment. To start over, click Reset to clear all fields and begin again.

✏️ You must add at least one condition before saving. Clicking Save without a condition will prompt a “Please enter a valid filter” message. You can also edit or update segment conditions later if needed.Related articles

Related Articles

  • Add and manage tags: Learn how to apply tags to a contact record and remove them when a patient's circumstances change, since tag changes can move contacts in and out of segments automatically.

  • Create an SMS broadcast: Learn how to use your new segment as the recipient list for a one-to-many SMS message.