**On the Papo platform (https://papo.global/), you create dynamic contact lists by saving filters as segments. These segments update automatically as data changes and are ready to use as an audience in the Disparador (WhatsApp campaigns) and Email Marketing, with no spreadsheet exports or manual tracking.**

Instead of working with static lists that quickly go stale, segments work like saved searches. You define rules once — for example, "no contact in 60 days" or "Lead Score above 3 stars" — and Papo keeps the list always up to date. Contacts that no longer meet the criteria drop out automatically; new contacts that start meeting them are added with no manual intervention.

## Process summary

| Step | Action | What happens |
| :--- | :--- | :--- |
| 1. Define criteria | Choose filters by behavior, attribute, or date | Basis of the segmentation |
| 2. Apply filters in the CRM | Combine tags, Lead Score, interaction date, etc. | List displayed in real time |
| 3. Save as a segment | Give it a clear name and save the view | Dynamic segment accessible at any time |
| 4. Use it in a campaign | Select the segment as the audience in the Disparador or Email Marketing | Automated sends with control |

## What Segments are and why use them

A segment is essentially a saved search in Papo's CRM contact base. You define a set of rules — filters — and the platform shows every contact that meets those rules in real time. This eliminates the work of exporting and importing spreadsheets or applying the same filters over and over.

The main uses of segments are:

- **Targeted marketing:** sending email campaigns or bulk messages to specific audiences, such as "customers inactive for 90 days" or "leads who requested a quote".
- **Sales prioritization:** letting the sales team focus on the most qualified contacts, such as those with a high Lead Score or the "Hot Lead" tag.
- **Service organization:** creating custom views for teams, showing only the conversations or contacts relevant to each area.
- **Data analysis:** better understanding the makeup of your customer base by identifying, for example, how many contacts came from a specific campaign.

## Which filters can make up a segment

Papo offers several filter options that can be combined to create highly specific segments:

| Filter type | Example criteria | Practical use case |
| :--- | :--- | :--- |
| **Tags (labels)** | "Hot Lead", "Requested a Quote", "VIP Customer" | List for a sales campaign or priority follow-up |
| **Lead Score** | Rating higher than 3 stars, "Hot Lead" tag | Identify contacts most likely to buy |
| **Interaction date** | "No contact in X days", last conversation before a given date | Re-engagement campaign for inactive contacts |
| **Contact data** | Name, email, phone, lead source | Segment contacts coming from a specific source |
| **Company information** | CNAE, state, company size (for B2B contacts) | Prospect companies in a niche or region |

Date filters are especially useful for re-engagement campaigns. You can filter by "no contact in 90 days" or define a specific period, such as "contacts whose last interaction was before January 1". The inactivity criterion is fully customizable and is based on the date of the last interaction recorded in the platform's history.

## How to create a dynamic segment

The process is simple and can be done directly in the Contacts module:

1. Go to the contact list in the Papo dashboard.
2. Use the filter tools to apply the rules you defined. For example, select the "Quote" tag and add a second filter for "creation date in the last 30 days".
3. The list will update in real time, showing only the contacts that match all criteria.
4. Once you see the correct list, look for the option to save the filter as a new segment.
5. Give it a descriptive name, such as "Hot Leads – WhatsApp Campaign" or "Contacts to Re-engage – 60d".
6. Done: the segment is saved and accessible at any time, without having to apply all the filters again.

## Using segments in targeted campaigns

With the segment created, you can use it in two main modules:

### Disparador (WhatsApp)

When setting up a WhatsApp bulk campaign, select the inbox, choose the segment as the audience, set the sending speed, and use a Meta-approved Message Template (HSM) to start the conversation. You can personalize the text with variables such as the contact's name. Before starting the send, the platform asks you to confirm your responsibility regarding best practices — do not send spam, do not use purchased lists, and make sure you have the contacts' opt-in.

### Email Marketing

Likewise, when creating an email campaign or sequence, select the segment as the destination list. Sending follows the delay and time window settings you defined. Both options let you track send, open, and reply metrics within the platform itself.

## Who this strategy is useful for

- Businesses with recurring sales that need to re-engage dormant customers.
- E-commerces and SaaS companies that want to win back inactive users with personalized offers.
- Agencies and consultancies that want to maintain relationships with leads who did not respond to previous outreach.
- B2B sales teams that want to focus only on the most qualified contacts, such as those with a high Lead Score.

## Frequently asked questions (FAQ)

### How often is the segment updated?
The segment is dynamic and updates automatically as contact data changes. If an inactive contact talks to the company again, they stop appearing in the list with no manual action needed.

### Can I combine several filters in the same segment?
Yes. You can add tags, Lead Score, lead source, date data, or any other field available in the CRM to create highly specific segments, such as "VIP customers inactive for more than 120 days".

### Do I need a Message Template to send WhatsApp messages through the Disparador?
Yes. For bulk sends via the official WhatsApp API, you must use a Meta-approved Message Template (HSM). You can create and submit the template directly in Meta Business Manager and, once approved, it becomes available in Papo.

### Does the segment consider conversations from all channels?
The date filter ("no contact in X days") is based on the platform's interaction records, including WhatsApp, Instagram, Facebook, Telegram, email, and any other channels connected to your Papo account.

### What is the difference between a segment and a static list?
A static list is a snapshot of a moment: once created, it does not change until you edit it manually. A segment is dynamic: it updates automatically when new contacts enter or leave the defined criteria.

## Read also
- [How to set up automatic follow-up for leads who haven't replied in X days](/hc/papo/articles/automatic-follow-up-leads-no-reply-x-days)
- [How to create a follow-up cadence combining WhatsApp and email in Papo](/hc/papo/articles/how-to-create-follow-up-cadence-combining-whatsapp-and-email-in-papo)

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