Segments — dynamic groups for campaigns and flows

🎯 Goal

Send the right message to the right people. Examples: VIPs in Jaipur who messaged in the last 30 days, or customers who have not ordered for 60 days.

🧰 What you need

• Contacts with some tags or fields
• A role with the Contacts → Segments permission (segments are saved in Campaigns)

Segments are live

A segment stores rules, not a list of people. Each time a campaign uses it, MeAPI checks who matches at that moment. A scheduled or repeating campaign therefore always reaches the people who match on the day it sends. Opted-out contacts are always left out.

What you can filter on

Field	Conditions	Example
Tag	includes / does not include / has any tag / has no tags	Tag includes vip
Name, Phone number	text conditions	Phone starts with 9198
Last message, Added on, Opted in on	in the last (days) / not in the last (days) / ever happened / never happened	Last message in the last 30 days
Opt-in source	text conditions, using the stored code	is website_form
Conversation status	text conditions	is resolved
Custom fields	text conditions	city is Jaipur

Text conditions are: is, is not, contains, does not contain, starts with, ends with, has any value, is empty.

Combine rules with all (AND) or any (OR): Contacts matching all of these conditions.

Steps: create and save a segment

1. Open Campaigns → New campaign and go to the Audience step.
2. Choose Filtered.
3. Add conditions, for example Tag includes vip AND city is Jaipur AND Last message in the last 30 days. The live count shows how many contacts match.
4. Click Save segment and give it a name, such as Jaipur VIPs, active.
5. Next time, pick it under Start from a saved segment. Editing its rules in a campaign turns them into a one-off copy; the saved segment stays as it was.

login.meapi.in/campaigns/new

• The Audience step of the campaign wizard.
• Four cards: All contacts, Filtered, Upload or paste and Retarget.
• With Filtered: Start from a saved segment, then Contacts matching all / any of the conditions.
• The live count of matching contacts (opted-out contacts excluded) and Save segment.

Use a segment in a chatbot

In the flow builder, add a Condition step, choose the rule source Contact segment, and pick a saved segment. The flow takes the yes path for contacts in the segment and no for everyone else. Example: send VIPs straight to a human. See Logic steps.

Tip

Name segments by who is in them, not by the campaign: Inactive 60 days, not Diwali promo list. You will reuse them.

Common mistakes

• Expecting a fixed list. A segment changes as contacts change. To freeze a list, tag the people, for example diwali-sent, and target the tag.
• Too narrow. Five conditions can match nobody. Watch the count while you add rules.

What’s next

Campaigns →Send to your segment.Opt-in and opt-out →Who may receive marketing.