Segments overview

What you’ll need:

• Admin role in Kommo.

• Pro, Enterprise, Trial, or Pro Trial plan for full Segments functionality. Learn more about Kommo plans here.

• Advanced plan for Segments in broadcasts only.

Keep in mind:

• Starting June 1, 2026, Segments have a separate section in the left menu.

• Only Admins can access the Segments section.

• Segments for broadcasts are available on legacy Advanced and Enterprise plans.

• Segments are not available on the Base and legacy Base plans.

Segments in Kommo are dynamic groups of leads based on selected conditions. They help you target the right audience for broadcasts and ad campaigns without adding leads manually.

This article explains how Segments work and how to create and use them.

Use cases

• Create dynamic segments: Automatically group leads based on selected conditions, such as lead source, tag, or pipeline stage. Segments update automatically when leads start or stop matching the selected conditions.

• Send targeted broadcasts: Use segments to send bulk messages, promotions and special offers, company updates, or news and announcements to specific groups.

• Run personalized ad campaigns: Use segments in Google Ads or Facebook Ads to show personalized ads based on lead data, such as pipeline stage or tags.

• Reuse saved segments: Save segments and use them again later for broadcasts or ad campaigns without adding leads manually each time.

Note: Starting June 1, 2026, Segments can no longer be accessed from the Broadcasting page. Any previously created Segments are automatically moved to the Segments page.

Create a segment

1. Go to the Segments.

2. Click Add a new segment. 

   If you don’t have any Segments yet, click Try segments on the welcome screen instead.

3. Edit the segment name if needed.

4. Click Add a description to add optional notes.

5. Click Add a condition to set your rules such as lead name, sales value, lead source, pipeline stage, conversation date, and more.

6. Click Save.  

7. After saving, you can immediately:

• Use the segment for a broadcast

• Use the segment for ads

• Close the success window and continue later  

Note: The Use in ads option is available on Pro and Enterprise plans. You can also test this functionality during the 14-day free trial or Pro Trial.

Use a segment for broadcasting

1. Go to Segments.

2. Select the checkbox next to the segment name — a menu will appear.

3. Click New broadcast.  

4. In the broadcast window, select the segment and channel, add your message, and set the launch time. Learn more about customizing broadcasts in this article.

5. Click Send now or Save draft. 

Learn more about broadcasts in this article.

Use a segment for an ad campaign

1. Go to Segments.

2. Select the checkbox next to the segment name — a menu will appear.

3. Click Use in ads.  

4. In the Use segment in ads window:
   - Click Authorize for Google Ads or Connect for Facebook Ads if you’re not signed in
   - Complete the login process 

5. Click Select under the platform you want to use a segment for.  

In the opened modal, follow the steps:

Google Ads

1. Click Choose advertising account and select an account.

2. Click Select audience and choose an audience.

3. Click Send. 

Learn how to connect Google Ads to Kommo in this article.

Facebook Ads

1. Click Choose advertising account and select an account.

2. Choose one of the following:

   • Add audience to an ad set — use the segment in an existing campaign

   • Create audience without a campaign — create a new audience without linking it to a campaign

3. Click Choose advertising campaign and select a campaign.

4. Click Choose ad set and select an ad set.

5. Enable Apply only to the main contact if needed.

6. Click Send.  

Learn how to connect Facebook Ads to Kommo in this article.

Note: Segments do not sync automatically with ad platforms. If a Segment changes after being sent to Google Ads or Facebook Ads, you’ll need to send it again to update the audience.