Skip to content
OneWhatsHelp Center
Browse by topic

1 min read

Configure a segment trigger

An active automation watches contacts matching current rules.

Before you start

  • Use an account with Email Marketing enabled and access to the records. Changes require write permission.

Step by step

  1. Create the automation as manual and open its editor.

  2. Choose When entering a segment.

  3. Select the desired segment and save.

  4. Review rules and steps before activation.

Check your result

An active automation watches contacts matching current rules.

What you need to know

  • Periodic evaluation includes contacts that already matched; it does not exclusively detect an entry transition.
  • Changing segment rules can expand the next automatic enrollment.

Keep learning

Back to all guides