Audience Segmentation Engine

The Audience Segmentation Engine lets you build named, dynamic segments of your contacts using a combination of filters. Segments update automatically in real time as contact data changes — you never need to manually refresh or rebuild them.

Overview

Rather than scrolling through your full contact list or running one-off exports, segments give you a persistent, live-filtered view of exactly the contacts you care about. Once saved, a segment can be used to:

View a filtered contact list — instantly see all contacts matching your criteria
Trigger bulk journey assignments — start a nurture sequence for an entire segment at once
Export contacts — download the segment as a CSV for use in external tools or reporting
Target in AI Content Studio — use the segment as the audience when generating AI-written email content

Building a Segment

To create a segment, navigate to Audience → Segments → New Segment.

Give the segment a name, then add one or more filters. Filters can be combined — all active filters are applied together (AND logic). The contact count updates live as you add or adjust filters.

Available Filters

Group

Filter by any custom group you have created in NurtureHub.

Lead Score Range

Filter contacts whose current AI intent score falls within a specified range.

Example: Score between 70 and 100 (high-intent contacts)

Postcode Area

Filter by postcode prefix or district to focus on a specific geographic area.

Example: SW1, M1, EH3

Property Type Interest

Filter by the type of property a contact has expressed interest in.

Examples: Flat, Terraced, Detached, Semi-detached, HMO

Journey Status

Filter by where contacts currently sit in their nurture journey.

Options: Not started, In progress, Completed

Engagement Recency

Filter by the date of a contact's last recorded engagement activity (email open, link click, or other tracked event).

Example: Last engaged within the past 30 days

CRM Tags

Filter by tags synced from any connected CRM — including agentOS, Reapit, Alto, Street, and Loop. Tags are kept in sync bidirectionally.

Consent Status

Filter by a contact's current marketing consent state.

Options: Consented, Suppressed, Unsubscribed

Custom Date Range

Apply a date-bounded condition to refine any of the above criteria.

Example: Category = Seller AND Added between 01 Jan 2025 and 31 Mar 2025

Pre-Built Default Segments

Four segments are available immediately, without any configuration.

Segment	What it contains
Hot Leads	Contacts with a high intent score and recent engagement activity
New This Week	Contacts added or imported within the last 7 days
Awaiting Approval	Contacts whose AI-generated nurture sequence is pending your review
Dormant 90+ Days	Contacts who have had no engagement activity for 90 or more days

Default segments update in real time just like custom segments. You can use them as-is or clone and modify them as a starting point for your own.

Real-Time Updates

Segments are dynamic. As soon as a contact's data changes — their lead score increases, they open an email, a CRM tag is added — segment membership is recalculated automatically. There is no scheduled refresh or manual rebuild step.

This means:

A contact can enter or leave a segment at any time based on live data
Bulk actions and exports always reflect the current state of the segment
AI Content Studio targeting always uses the most up-to-date audience

Using Segments in the AI Content Studio

When generating email content in the AI Content Studio, you can select a saved segment as the target audience. The AI uses the segment's characteristics — categories, property type interests, location, and engagement history — to tailor tone, subject lines, and content appropriately.

See AI Content Studio for full details.

Bulk Journey Assignments

To assign a nurture journey to all contacts in a segment:

Open the segment from Audience → Segments
Review the live contact list
Select Assign Journey and choose the journey to apply
Confirm — the assignment is queued and applied to every contact currently in the segment

Contacts who are already on the selected journey are automatically skipped.

Exporting a Segment

To export the current contact list for a segment:

Open the segment from Audience → Segments
Select Export
Choose CSV format
The export reflects the segment's live membership at the moment of export

Note: Exported files include only fields permitted under your agency's data sharing configuration. Consent-suppressed and unsubscribed contacts are flagged in the export but not removed, so you can handle them appropriately in the destination tool.