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

Recent first visit: welcome new clients while the visit is fresh.
Took first class but haven’t returned: the classic win-back moment.
Active members / Non members: split your audience by membership.
Active members without autopay: upsell contract plans.
Memberships ending soon: renewals before they lapse.
Churned members: re-engagement campaigns.

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.