Segmentation that stays in sync with behavior
Build audiences from engagement, lifecycle stage, and custom data, then target them in WhatsApp and email from one platform.
High-value customers
Auto-updatingLTV > ₹50k
2,840+340At-risk · likely to churn
Auto-updatingNo open in 60 days
486+82Engaged subscribers
Auto-updatingOpened 3+ this month
4,120+620
Audience breakdown
12,840 total contacts
- High-value2,840
- Engaged4,120
- At-risk486
8 segments auto-updating
Last refresh 2 minutes ago
What is segmentation on CampaignHQ?
Segmentation groups contacts by behavior, tags, attributes, and channel engagement so you send the right message to the right audience.
Segments update as contacts open emails, reply on WhatsApp, purchase, or hit custom events, no nightly CSV exports.
Behavior-based
Opens, clicks, purchases, and WA engagement.
Lifecycle + tags
Combine stage, tags, and custom fields.
Cross-channel
Use the same segment in email and WhatsApp.
Static lists vs dynamic segments
Exported spreadsheets go stale. CampaignHQ segments react to what contacts do.
Spreadsheets
Manual list pulls
- Stale after export
- Separate lists per channel
- Hard to combine behavior rules
- Ops-heavy retargeting
CampaignHQ
Live audience segments
- Rules update automatically
- One database for all channels
- AND/OR behavior filters
- Use in broadcasts and journeys
- Behavior rules
- Tags
- Retargeting
- Cross-channel
- Dynamic updates
- Exports
From zero to live
Build your first segment in four steps
No developers required. Connect your channels, configure in CampaignHQ, and go live with measurable customer journeys.
- Define rules
- purchased 1+ times
- AND no open in 90d
- tags · lifecycle · events
AND / OR logicDefine rules
Choose tags, events, or engagement filters.
- Preview audience
- 1,240 match now
- Of 12,840 contacts
- Updates as they act
Live countPreview audience
See how many contacts match right now.
- Use in a campaign
- WhatsApp broadcast
- Email send
- Journey entry
Same segmentUse in a campaign
Target a WhatsApp broadcast or email send.
- Iterate
- Opened · 46%
- Re-engaged · 318
- Tighten the rule
RefineIterate
Refine rules based on performance.
Rules
Behavior you can filter on
Combine opens, clicks, cart events, tags, and custom attributes with AND/OR logic.
- Engagement filters
- Lifecycle stages
- Custom field conditions
- Saved segment library
+ Add condition or nested group
Matching now
1,240
Recalculates as contacts act
Use this segment in
Retargeting
Re-engage the right people
Build audiences like cart abandoners, inactive users, or high-intent clickers for follow-up.
- Cart abandon segments
- Win-back lists
- VIP tiers
- Suppress recent purchasers
- 486Recovery journey
Cart abandoners
Cart idle 2h · no purchase
- 1,240Win-back offer
Inactive 90 days
No open in 90 days
- 320Early access
VIP tier
LTV > ₹50k
Re-engaged
318
Came back in the last 30 days
42 people held back
Already bought this week
Segments teams create first
Cart abandoners
Shoppers who left items without buying.
“Cart idle 2h + no purchase → recovery journey.”
VIP customers
Top spenders for early access.
“LTV > ₹50k → early access broadcast.”
Inactive 90d
Win-back before churn.
“No email open 90 days → re-engagement offer.”
Segments That Update Themselves
Create dynamic segments based on activity, behavior, and engagement across WhatsApp and email, lists stay fresh without manual exports.
Behavior-based segments
Group contacts by opens, clicks, purchases, and WhatsApp engagement
Lifecycle and tags
Combine lifecycle stage, tags, and custom attributes
Retargeting audiences
Re-engage cart abandoners, inactive users, and high-intent leads
Use across channels
Target the same segment in WhatsApp broadcasts, email, and journeys
Priya Sharma
Activity today
- Opened weekend sale12m ago
- Clicked product link8m ago
- Replied on WhatsApp3m ago
- Purchased ₹2,499just now
- LEFTAt-risk · likely to churn
- JOINEDHigh-value customers
- JOINEDEngaged subscribers
No manual export
Next broadcast targets the new list
Same segment works in WhatsApp and email
Frequently asked questions
Common questions about segmentation on CampaignHQ.
Still have questions?
Audience segmentation groups customers by shared attributes or behaviors so messages can be tailored to each group instead of blasted to everyone. Targeted segments lift open rates, click-throughs, and revenue per send while reducing unsubscribes, especially on permission-based channels like WhatsApp.
Build segments using filters across attributes (city, plan, lifecycle stage), behavior (clicked, opened, purchased in last 30 days), engagement scores, and event triggers. Segments are previewed in real time, saved for reuse, and usable across WhatsApp, email, and SMS.
Yes. Behavioral segmentation includes message opens, clicks, replies, purchases, browse activity, abandoned carts, and custom events sent via API. Engagement segments (active, lapsed, dormant) update automatically as customer activity changes.
Yes. Dynamic segments evaluate continuously. When a contact's attributes or behaviors change, they enter or exit the segment automatically. Journeys subscribed to a dynamic segment trigger the moment the contact qualifies, with no manual list rebuilds.
Yes. Segments are channel-agnostic, define a segment once and use it in any WhatsApp broadcast, email campaign, SMS send, or cross-channel journey. Contacts and consent are unified across channels.
Mailchimp and Klaviyo offer strong email-focused segmentation. CampaignHQ matches their behavioral and attribute-based segmentation and extends it across WhatsApp and SMS. Useful when you need the same segment to drive cross-channel journeys, not just an email blast.
Pricing
One platform for segments, journeys, and sends
Segmentation and workflows are included across WhatsApp, email, and Shopify features. Pick the track that matches your contact volume and channels. Explore all plans.
Start building customer journeys that actually convert.
Unify WhatsApp and email in one platform, built for teams that care about retention, not just sends.
15-minute walkthrough · no commitment
7-day free trial · no credit card required
Manage your WhatsApp team inbox on mobile
