Segments define who receives your emails in Smart Marketing. Every campaign (one-time, automated, or drip) uses a segment to determine which contacts are eligible to receive messages.
Segments are dynamic, meaning they automatically update as your SmartMoving data changes. This ensures the right contacts receive the right message at the right time.
What is a Segment?
A segment is a filtered list of contacts built using SmartMoving data such as:
Move date
Job type
Customer or lead status
Lead source
Timing-based conditions
Instead of manually selecting recipients, segments continuously evaluate contacts so your campaigns stay accurate and up to date.
Common Segment Examples
Here are a few examples of how segments are commonly used:
New leads created in the last 7 days
Customers with a move scheduled this month
Unbooked leads who received an estimate but haven’t scheduled
Past customers who haven’t moved in over a year
Customers with upcoming moves in the next 3–7 days
Segments can be reused across multiple campaigns.
How-To: Create a Segment
Follow these steps to build a new segment:
Step 1: Go to Segments
Navigate to Smart Marketing > Segments.
You’ll see a list of your existing segments.
Step 2: Create a New Segment
Click Create New Segment.
A panel will open where you can:
Enter a segment name
(Optional) Add a description and tags for organization
Step 3: Choose How to Build Your Segment
Select one of the following:
From Scratch – Define your own conditions
Pre-Built Template – Start with a ready-made segment and customize it
Step 4: Set Segment Conditions
Add rules that define who should be included, such as:
Move date ranges
Job type
Customer status
Lead source
Estimate sent date
As you add conditions, Smart Marketing displays a live preview of how many contacts currently match.
Step 5: Save Your Segment
When you’re satisfied with your conditions, click Save.
Your segment is now ready to use in campaigns.
Targeting Contacts by Estimate Sent Date
The Estimate Sent Date condition builds a segment based on when an estimate was sent to a contact. Use it for follow-up campaigns to leads who received an estimate but have not booked, timed from the day the estimate went out rather than from lead creation or move date.
How To Add the Estimate Sent Date Condition
Navigate to Smart Marketing > Segments and open or create a segment.
Add a condition and open the Leads & Opportunities group.
Select Estimate Sent Date.
Choose a fixed date range, or a relative option such as a number of days in the past.
Click Save.
The result: the segment includes contacts whose estimate was sent within the range you set, and the live preview updates to show how many contacts currently match.
Note: The Estimate Sent Date condition can reference estimates sent up to 2 years in the past. Future dates are not available, because an estimate send date is always in the past.
💡 SmartTip: Combine Estimate Sent Date with an Opportunity Status condition to reach unbooked leads a set number of days after their estimate went out. This targets contacts based on the estimate actually being sent, which an Opportunity Status condition alone does not confirm.
Segment Guardrails & Limitations
Smart Marketing includes built-in guardrails to protect email deliverability and ensure effective targeting.
Audience Size Guardrails
If a segment is too broad:
You may see a warning encouraging you to narrow the audience
In some cases, saving the segment may be temporarily blocked until conditions are refined
These guardrails help prevent low engagement and deliverability issues.
Dynamic Behavior
Segments update automatically as contact data changes
Contacts can enter or exit a segment over time
Campaigns only send to contacts who meet the segment criteria at send time
Active Campaign Restrictions
Segments tied to active campaigns cannot be deleted
You can edit a segment, but changes apply going forward, not retroactively
Data Behavior Notes
Smart Marketing evaluates contacts using the most recent opportunity
Suppressed, unsubscribed, or inactive contacts are automatically excluded from sends
Best Practices for Effective Segments
Start with a narrow audience and expand if needed
Use date-based conditions thoughtfully, especially for automated or drip campaigns
Name segments clearly so they’re easy to reuse later
Preview your audience size before scheduling a campaign