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Nimble Segmentation Overview

Learn how to leverage our advanced search engine to organize your contacts.

Ionia avatar
Written by Ionia
Updated over a week ago

Nimble's Segmentation feature enables you to search across many data fields to help you organize your contacts into lists. Once organized, you can take bulk actions, such as sending group messages and setting follow-up tasks.

Getting Started with Search & Segmentation

To get started, go to the Contacts Tab and click "Segment Search" or "+ Add Segment".

​ Use Quick Filters to take smart action on your contacts

We created eight “Quick Filters” that enable the easy selection of common search criteria. Each Quick Filter is ordered by the highest occurrence of unique search terms first. Quick Filters include:

  • Name

  • Company

  • Title

  • City

  • Education

  • Description

  • Influence Groups

  • Tags

Select a Quick Filter to easily segment your contacts.
Building Advanced Segments

A segment is a group of contacts defined by the filters you select. Use the "Add Contact Filters" and "Grouping" functions to build smarter segments of your contacts. Contacts are automatically added to saved segments when they meet your criteria.

Create Smart Segments with searches that combine social and location data. Ex. “Twitter friends in San Francisco”.

Creating Saved Segments

Now that you've built your search, you can save the search for easy access at a later time. Just enter the segment name in the "New Segment Search" box and click "Save this search" at the top.

After a saved segment has been created, it will appear on the left side of the screen. Saved Segments that have been marked as important will appear towards the top of your list.

Saved segments can also be shared with your team members. Once a segment is created, just click the padlock icon to share it with your team.

Moving forward, all contacts that meet the set criteria for a segment will appear under this segment.

For example, if you create a segment for “Twitter friends who live in San Francisco”, every contact you add to your Nimble database that meets these criteria will appear under this search.
Take Actions on Segments

Once you build a segment, take actions such as marking lists as important, tagging, setting Stay in Touch reminders, or sending a segment to a Group Message. Learn more about Group Messaging here.

Example: Send a Happy Birthday message to all contacts who have a birthday this month.

How do segments differ from tags?
You can group your contacts by segments or tags in Nimble, with the key difference being that your contacts are automatically added to segments when they match criteria, while tags are a manual method to group contacts together.

If you have any questions, please write us at, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT. 

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