Segments overview

What you’ll need:

• Admin role in Kommo.

• Availability depends on your plan:

  • Manual segments — available on Advanced, Pro, Enterprise, Trial, or Pro Trial plans.

  • Automated segments — available on Pro, Enterprise, Trial, or Pro Trial plans.

  Learn more about Kommo plans here.

Keep in mind:

• Segments aren’t available on the Base plan. If Pro Trial is available and activated, segments are available for the duration of the trial.

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

Use cases

• Create custom segments: Group leads based on selected conditions, such as lead source, tag, or pipeline stage.

• 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.

• Trigger actions automatically: Use Automated segments to start a Salesbot or add and remove leads from ad audiences when they enter or leave a segment.

Segment types

When creating a segment, you can choose between Manual and Automated. Both use conditions to determine which leads belong to the segment.

Manual segment

Manual segments are saved filters that you can use to find and work with specific groups of leads.

You can use Manual segments to:

• Send broadcasts.

• Create audiences for Facebook Ads and Google Ads.

For example, you can create a segment for leads with the VIP tag and use it to send them a broadcast with a special offer.

Automated segment

Automated segments keep track of leads as they start or stop matching the conditions you set.

When a lead enters or leaves the segment, you can:

• Run a Salesbot.

• Add or remove leads from Facebook Ads and Google Ads audiences.

• Send events based on leads to TikTok Ads Manager.        

For example, you can create a segment for leads in the Won stage and automatically run a Salesbot when a lead moves to this stage.

Learn how to create segments and how to use them.