Build a Segment

When to use this

Use this article when you need to build a Segment in Topo. The main staff surface is Staff > Marketing > Segments. It is written for Managers, Marketing.

What this covers

• Name, description, refresh cadence, member/subscriber conditions, left-to-right evaluation, live preview, tags versus segments

Before you start

• Use a staff role with marketing permissions for subscribers, segments, broadcasts, sequences, forms, referrals, or promotions.

• Know whether the record is a member, a member-linked subscriber, or a standalone subscriber.

• Respect unsubscribe status, consent notes, list membership, and category preferences.

• Verify sender-domain setup before bulk email.

• Use segments and lists deliberately so staff can explain why someone received a message.

Steps

1. Open Segments and create a new segment.

2. Enter name, description, and refresh cadence.

3. Add member or subscriber conditions in the editor.

4. Use preview to check expected people before saving.

5. Save and refresh the segment.

6. Use segments for broadcasts, forms, referral eligibility, and sequence targeting.

What happens after saving or completing this

• Topo updates the related audience, message, form, referral, promotion, or conversation record.

• Email sends and automations respect subscription status, category preferences, and sender readiness.

• Review recipient, submission, or conversation history after the workflow completes.

Common issues and fixes

• Bulk send is disabled: verify sender-domain setup and confirm the environment allows real marketing sends.

• Recipients are skipped: check subscription status, category preferences, selected lists, selected segments, and whether the audience has subscribed recipients.

• AI or automation content looks wrong: update the source Help Docs, templates, or sequence steps, then review the draft before sending.

Related articles

• Marketing Contacts Overview

• Configure Email Delivery