Segmentation
Segmentation on every contact field and every interaction
Build segments from any field on a contact or any interaction signal: email opens, CTA clicks, satisfaction ratings, pipeline stage, tags, custom fields, and more. Send to the right people without pulling lists by hand.
Any field, any combo
Interaction-based filters
Updates live
Pulling a list of "the right people" takes longer than the campaign.
Most owners export a CSV, sort by columns, paste into another tool, and lose track of who already got the last email. By the time the segment is ready, the moment is gone.
Exporting CSVs and filtering them in a spreadsheet every time you need a segment.
Sending the same email to people who already engaged and skipping the ones who did not.
Missing the chance to follow up with the people who clicked, opened, or rated highly.
See segments built from any field or interaction →
Why service businesses pick Craftify Segmentation
Filter on contact fields, custom fields, tags, pipeline stages, and the actual interactions on a contact record. The segment updates as new data comes in.
Any field, any combination
Filter on built-in fields, custom fields, tags, pipeline stages, contact type, source, or any combination of them. Build segments like "VIP customers in Toronto who joined this year".
Filter on real interactions
Pull the contacts who opened the last email, clicked a specific CTA, gave a satisfied rating, or visited a page. Each interaction logs against the contact record automatically.
Drives the next send or automation
Send an email, drop the segment into a campaign, or use it as the trigger for an automation. The segment updates as contacts match or stop matching, no manual list-pulling.
Segments that match how you already think
VIPs who opened last week, customers who clicked the offer, leads who left a 5-star rating, contacts whose birthday is this month. All built from existing data on the record.
Need help building a specific segment? Book a quick demo with our team.
How it works
Pick the filters, save the segment, use it everywhere.
1
Pick your filters
Choose any combination of fields (built-in or custom), tags, pipeline stage, source, or interaction signal. Combine with AND or OR logic.
2
Save the segment
Name it and save it. The segment list updates automatically as contacts match or stop matching the filters.
3
Use it in sends and automations
Pick the segment as the recipient list for an email, drop it into a campaign, or use it as the trigger for an automation. One segment, every place it makes sense.
Ready to send to the right contacts every time?
Frequently asked questions
Built-in contact fields (name, email, phone, address, source), custom fields you defined for each contact type, tags, pipeline stage, and interaction signals (email opens, CTA clicks, satisfaction ratings, file attachments, notes). Combine any of these with AND or OR logic.
Yes. Every email sent through Craftify logs opens and CTA clicks against the contact record. Build segments like "opened last campaign but did not click" or "clicked the pricing link in the last 30 days".
When you use action links in an email (such as the two-step Google review request), the customer's response logs against their record. You can segment on that signal, e.g. "rated their experience as satisfied" to send a referral offer.
Yes. A segment is a saved filter, not a frozen list. As contacts match or stop matching the criteria, the segment updates live. New contacts who match are included automatically.
Yes. When a contact enters or leaves a segment, that change can fire an automation. Useful for win-back flows, welcome sequences, or referral offers triggered by satisfaction.
Yes. Combine segments or pick multiple at once when setting up a send. Craftify deduplicates so a contact in two segments only gets the email once.
No. Segmentation runs in your browser, so it works on any device.