Saved Filters (Smart Segments)
Overview
Saved Filters let you build a contact segment once - by tag, attribute, activity, or pipeline stage - and reuse it instantly. Perfect for targeting the right people for a campaign or follow-up.
Where to find it
From the sidebar, open Sales > Contacts, apply filters, then Save the view. Find them under Saved Filters.
How it works
- In Contacts, filter by any combination of tags, attributes, or activity.
- Save the filter with a name.
- Reuse it anytime, or target it in a campaign or automation.
What you get
- Reusable segments built from any contact criteria.
- One-click targeting for campaigns and automations.
- Always up to date as contacts move in and out of the criteria.
Tips
- Save your key audiences (for example "hot leads" or "customers") for instant reuse.
- Target a saved filter in an automation to follow up with exactly the right people.