Segments overview

• Create dynamic segments: Automatically group leads based on selected conditions, such as lead source, tag, or pipeline stage. Segments update automatically when leads start or stop matching the selected conditions.
• Send targeted broadcasts: Use segments to send bulk messages, promotions and special offers, company updates, or news and announcements to specific groups.
• Run personalized ad campaigns: Use segments in Google Ads or Facebook Ads to show personalized ads based on lead data, such as pipeline stage or tags.
• Reuse saved segments: Save segments and use them again later for broadcasts or ad campaigns without adding leads manually each time.

1. Go to Segments. Click Add a new segment.

If you don’t have any Segments yet, click Try segments on the welcome screen instead.

1. Edit the segment name if needed.
2. Click Add a description to add optional notes.
3. Click Add a condition to set your rules such as lead name, sales value, lead source, pipeline stage, conversation date, and more.
4. Click Save.

1. After saving, you can immediately:

• Use the segment for a broadcast
• Use the segment for ads
• Close the success window and continue later

1. Go to Segments.
2. Select the checkbox next to the segment name — a menu will appear. Click New broadcast.

1. In the broadcast window, select the segment and channel, add your message, and set the launch time. Learn more about customizing broadcasts in this article.
2. Click Send now or Save draft.

Learn more about broadcasts in this article.

1. Go to Segments. Select the checkbox next to the segment name — a menu will appear.

Click Use in ads.

1. In the Use segment in ads window:

• Click Authorize for Google Ads or Connect for Facebook Ads if you’re not signed in
• Complete the login process

1. Click Select under the platform you want to use a segment for.

In the opened modal, follow the steps:

1. Click Choose advertising account and select an account.
2. Click Select audience and choose an audience.
3. Click Send.

Learn how to connect Google Ads to Kommo in this article.

1. Click Choose advertising account and select an account.
2. Choose one of the following:

• Add audience to an ad set — use the segment in an existing campaign
• Create audience without a campaign — create a new audience without linking it to a campaign

1. Click Choose advertising campaign and select a campaign.
2. Click Choose ad set and select an ad set.
3. Enable Apply only to the main contact if needed.
4. Click Send.

Learn how to connect Facebook Ads to Kommo in this article.

If you need more help with setup or troubleshooting, feel free to reach out to our support chat or contact us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.

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