Help Center· 1 min read
Segments and lists
Group contacts by stage, country, activity, spend or custom fields, then broadcast or export.
Skyfalke Connect Team·
Admins create segments under CRM → Segments & Lists.
- Choose New segment and add conditions, for example "Country is Kenya" and "Days since last conversation or call more than 30".
- Choose whether contacts must match all or any of them. The count updates as you go.
- Pick Dynamic (membership updates as contacts change) or Static list (fixed to who matches when you save).
From a segment you can export its contacts to CSV, or choose Broadcast to send them a WhatsApp template.