Segments and lists
Group contacts by stage, country, activity, spend or custom fields, then broadcast or export.
Updated 29 September 2026
Admins create segments under CRM → Segments & Lists.
- Choose New segment and add conditions, for example "Country is Kenya" and "Days since last conversation or call more than 30".
- Choose whether contacts must match all or any of them. The count updates as you go.
- Pick Dynamic (membership updates as contacts change) or Static list (fixed to who matches when you save).
From a segment you can export its contacts to CSV, or choose Broadcast to send them a WhatsApp template.
Was this article helpful?
Still need help?
Our support team replies within one business day, usually much sooner.
Open a support ticket
In your workspace, click the ? (Help & Support) button at the top to raise a ticket and follow its progress.
Email helpdesk@skyfalke.com
Include your workspace address and what you were trying to do.