---
schema_version: "1"
id: 5a5c4859ef843dba423020b48aabb4c2f0eaab001e08846889569b1db4cabe58
title: Marketing Segments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/easy_marketing_segment_reference.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.easy_marketing_segment_reference.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7196d38aae8c30036dea3f096d088fdada3c6527b69d6ae9d2f8d2cc43d12d4c
description: When you target a group within your audience, we call that a segment. In email campaigns, you can easily build an audience segment with common filters or from a list of campaign members. Segments apply to campaign audiences; the List Sends feature uses Actionable Lists instead.
products:
  - Cross Cloud
release: "264"
---
# Marketing Segments

When you target a group within your audience, we call that a segment. In email campaigns, you can easily build an audience segment with common filters or from a list of campaign members. Segments apply to campaign audiences; the List Sends feature uses Actionable Lists instead.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Free</strong>, <strong>Starter</strong> and <strong>Pro Suite</strong> Editions.</td></tr></tbody></table>

Targeting the right audience is crucial to any campaign’s success. To send your campaign to the right people, use segments. When you build a segment, you determine what filtering rules to apply to your total available audience so you can deliver your campaign to the right people. Instead of building your segment from scratch, you have options that help you quickly get started.

![Options to create or select a segment](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-easy-264-0-0-production-enus/85637838-197d-42ec-93c2-1ad43a7c3e30/easy/images/starter_select_segment.png)

## Quick Filters

When you use quick filters to build a segment, you can choose from a list of 11 preconfigured, commonly used attribute filters to apply to your data. After you select at least one filter, use filtering logic to target customers that match any or all of the selected attributes. Easily build your segment without leaving the campaign record.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-easy-264-0-0-production-enus/85637838-197d-42ec-93c2-1ad43a7c3e30/images/icon_example.png)

Example

Erin wants to send an email to contacts who haven’t engaged with any marketing emails from Ursa Major Solar in the last 30 days. She creates an email campaign and selects the quick filters option to create a segment. She selects **Contacts** and **No Email Engagement** and uses **AND** for filtering logic so that the segment pulls in customers that meet both filter criteria.

## Send to Campaign Members

When you add high-value leads and contacts as campaign members, you can plan the campaign around that list of people. To add campaign members from the Leads or Contacts list view, select the people you want to add and then select **Add to Campaign.**You can also add leads or contacts from the Campaign Members tab in a campaign record. To target campaign members, select **Send to Campaign Members** when you add a segment to a campaign.

## Create from Segment Builder

If you need more advanced filter criteria, use Segment Builder. Consider creating a test segment to practice with and review available standard fields on a primary or related object.

## Preview a Segment

In Small Business Suites, a segment is automatically published after you activate the related campaign. To preview which customers are going to get your campaign, first publish the segment from the campaign record. The segment is republished after you activate the campaign, so the segment pulls in the latest data.

- **[Test Segments in Small Business Suites](https://help.salesforce.com/s/articleView?id=xcloud.starter_mk_segment_test_about.htm&release=264.0.0&type=5)**  
    Review email personalization and email delivery in the real world with test segments. A test segment contains your or your colleagues’ contact information so that you can review personalized, draft emails in your own inboxes. ​
- **[Segment Examples](https://help.salesforce.com/s/articleView?id=xcloud.starter_mk_segment_examples.htm&release=264.0.0&type=5)**  
    The quickest way to get started with segments is to use the quick filters or send to campaign members options. But if you want to further customize your audience segments, use Segment Builder. For best results, verify field values on corresponding records, and copy and paste those values into the segment canvas.

#### See Also

- [Manually Create a Segment](https://help.salesforce.com/s/articleView?id=mktg.mktg_audiences_segment_create_manual.htm&language=en_US)
- [Adding and Previewing a Segment](https://help.salesforce.com/s/articleView?id=mktg.mktg_campaigns_segments.htm&language=en_US)