Segment templates

Prebuilt segments for common audiences, powered by your integrations.

When you click Create list, the top of the page shows Use a template (prebuilt segments you can apply in one click), followed by or start from scratch with the static list and dynamic segment options.

Templates come pre-wired with the right rules; click Use template, adjust anything you like, and save.

Segment templates on the create page, including Tablelist templates

Built-in

All Contacts: every contact in your workspace. The quickest way to message everyone.

From integrations

Connecting an integration unlocks templates built on its data. For example:

Mindbody

Intro offer ending soon: reach trial clients before their offer expires.
Intro expired without converting: the win-back moment after a trial lapses.
Class pack holders: clients with sessions remaining on a class pack.
Annual members: your committed contract holders.
Attended in the last 30 days / Purchased in the last 30 days: recent activity audiences.
Active members / Non members: split your audience by membership.
Plus Recent first visit, Memberships ending soon, Churned members, and more.

Tablelist

Upcoming Birthday: birthday offers.
Total Spend Amount: target by spend level.

Templates are a starting point, not a lock-in: after applying one you’re in the normal segment editor and can tighten or extend the rules however you need.