Lists & Segments

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Two ways to group contacts

SendKit gives you two approaches to organizing contacts. Use them separately or together depending on your needs.

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Lists

Lists are static groups of contacts. You explicitly add contacts to a list and remove them when needed. They don’t change on their own.

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When to use lists

• Importing a group of contacts from a CSV
• Organizing contacts by source (e.g., “Webinar Attendees”, “Beta Users”)
• Building a fixed audience for a specific campaign
• Triggering automations when a contact is added

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Creating a list

Go to Contacts > Lists and click Create List. Give it a name and start adding contacts. You can add contacts to a list from:

• The list detail page
• A contact’s detail page
• The API

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Lists and automations

When a contact is added to a list, SendKit can automatically enroll them in active automations that target that list. This is a powerful way to trigger onboarding flows, drip campaigns, or follow-up sequences.

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Segments

Segments are dynamic groups defined by filter conditions. Contacts are automatically included when they match your conditions and excluded when they don’t. You never manually add or remove contacts from a segment.

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When to use segments

• Targeting contacts based on attributes (e.g., “First name is set”)
• Creating audiences based on custom properties (e.g., “Plan is Pro”)
• Building conditional groups that stay up to date automatically
• Combining multiple conditions with AND/OR logic

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Creating a segment

Go to Contacts > Segments and click Create Segment. Then build your filter conditions.

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Filter conditions

Each condition consists of a field, an operator, and a value: Available fields:

• Built-in: email, first_name, last_name, unsubscribed
• Custom: any Property you’ve created

Available operators:

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Match logic

Segments support nested groups with AND/OR logic:

• Match all — A contact must match every condition group (AND)
• Match any — A contact must match at least one condition group (OR)

Within each group, conditions can also use AND or OR logic. This lets you build sophisticated audiences like:

(Plan is “Pro” AND Country is “US”) OR (Signed up before 2026-01-01)

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Real-time resolution

Segments are resolved dynamically every time they’re queried. There’s no sync delay — when a contact’s data changes, they immediately appear in or disappear from matching segments.

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FAQ