Segmentation
Segmentation helps you better understand your audience makeup and personalize your communication. In Dashly, you can use segmentation within the Lead database, as well as when configuring the audience for trigger messages and bots.
Filters in the Lead database allow you to choose pre-built segments or create your own, using criteria based on lead properties, events, and tags.
In this article:
List of saved segments
How to create a custom segment
Filters for segmentation
Combining multiple filter groups
User properties
User events
User tags
Segmentation and tags
List of saved segments
In the top left corner of the Lead database, you'll find a dropdown menu for selecting segments. By default, the system includes a few pre-configured segments, such as "Has a name," "Has an email," "Active for 30 days," and so on. Clicking on a segment will display all leads in your database that meet its conditions:
How to create a new segment
You can filter a segment on the fly or save it for future use (for example, to target trigger messages). Once you've set your desired segment parameters (events, properties, tags), simply click "Save new segment":
You can also edit an existing segment. Select a segment from the list, modify its conditions, and click the "Save segment" button.
A pop-up window will appear, giving you the option to either overwrite the current segment or save the modified version as a new segment:
Filtering by properties, events, and tags
On the right side of the top toolbar in the Lead database, you'll find the "Show filters" button. Clicking it expands an additional menu where you can freely configure your segment:
Here, you can create a group consisting of one or multiple conditions by specifying your target parameters:
Within a single group, you can combine lead properties, events, and tags in various configurations using the "+ One more condition" button.
You can also use logical operators to connect conditions within a group:
AND / OR logic toggle
The "AND" toggle requires all conditions to be met; only users who match every selected parameter will be included in the segment. The "OR" toggle requires at least one condition to be met; the segment will include users who have at least one of the selected events, properties, or tags.
Different filter types are available for each property and event. We will break down the property, event, and tag filters below.
Combining multiple filter groups into a segment
If you need to build a complex audience segment that requires conditions too advanced for a single group, you can combine multiple filter groups. To add a new group, click the "+ Add group" button:
Notice that an AND / OR logic toggle appears between the groups. This allows you to build highly specific user segments. For example, you could target everyone who visited the site over a month ago AND left an email, while also OR-including users who never left an email or visited the site but signed-in at least once.
User properties
All properties recorded in your project are listed in alphabetical order. System properties include a system prefix (the $ sign), while custom properties do not.
Read more about custom and system properties.
Filters are categorized by type, which may be visible or hidden depending on the data type of the property.
General: Is known, Is unknown
Lists: Contains, Does not contain, Contains any, Does not contain any, Contains all, Does not contain all
Strings: Contains, Does not contain, Equals, Does not equal
Numbers: Greater than, Less than, Equals, Does not equal, In range
Dates: More than, Less than, In range
Boolean: Yes, No
Is set / Is not set: Filters based on the presence of a property. "Is set" displays users who have data for the specified property (e.g., "Email is set" means the system will show all users with an email address), while "Is not set" means the property is missing (e.g., showing everyone who hasn't provided an email).
Contains / Does not contain: Filters based on string content. For example, "First UTM Campaign tag - contains - 2026" will show all users whose first UTM Campaign tag includes "2026". To exclude this tag instead, you would use the "Does not contain" filter. Note that for "Contains" and "Does not contain" filters, you must enter between 3 and 15 characters. The "Equals" and "Does not equal" filters don't have this restriction.
Equals / Does not equal: Filters by exact string content or numeric value. Unlike "Contains / Does not contain," this filter requires an exact, perfect match to your input.
Contains any / Does not contain any: Allows you to list multiple property values separated by commas (without spaces). This searches using an "OR" logic—the lead has at least one of the listed values, or lacks at least one of them.
Contains all / Does not contain all: Allows you to list multiple property values separated by commas (without spaces). This searches for exact matches—the lead has every single one of the listed values, or lacks all of them.
Greater than / Less than: A numeric filter (e.g., used for the number of sessions or total orders).
More than / Less than: Available for date/time properties, allowing you to filter by a timeframe (e.g., "Registration date - More than - 10 days ago").
In range: A numeric filter (e.g., for session counts or order quantities). It's also available for date/time properties.
User events
Performed / Not performed: Filters by event occurrence. If an event has been recorded on a lead's profile even once, it is considered "Performed".
Times count: The number of times an event occurred. You can use modifiers like greater than, less than, equals, does not equal, or in range. This is useful, for instance, if you want to target users who have placed an order exactly X times.
First time / Last time: Filters based on the first or most recent occurrence of an event in a lead's profile. Great for seeing how many users did something X time ago. For example, "Placed order - Last time - more than - 30 days ago" will show leads whose last purchase was over a month ago.
Learn more about events and their types in this article.
User tags
A tag is a custom label you can assign to a user or group of users, making it much easier to find and segment them later on.
You can also remove tags. To remove a tag from a specific user, just delete it from their profile. To delete a tag globally, go to the Lead database and click the "x" on the tag itself. This will remove it from your tag list and strip it from every user who currently has it.
❗Important: Keep in mind that tags are often used in message segmentation. Deleting a tag can break your message logic. Since no one will match the deleted tag anymore, the message will simply stop sending. If this happens, you'll see a warning in the trigger messages section indicating that the logic has changed. Inside the message editor, we'll provide a tooltip explaining how to fix it.
How to add a tag to a user
1. In the user profile
You can manually add or remove a tag directly inside a user's profile. Removing it here only affects that specific user; it won't be deleted from anyone else.
2. By selecting a user group in the Lead database
In the Lead database, check the boxes next to the users you want to tag, then click "Add tag to leads". Pick an existing tag or create a new one, and hit "Save".
❗Important: You can assign a tag to a maximum of 400,000 users at one time.
3. From manual campaigns stats
Navigate to your manual broadcast statistics and open the user stats for a specific action you're tracking. In the top right corner, there's a button that allows you to bulk-assign a tag to everyone on that specific list.
❗Important: After applying a tag, give the database about 40 seconds to fully update. Again, bulk tagging is capped at 400,000 users at a time.
Segmentation and tags
You can easily locate tagged users and turn them into a segment. Pick a tag to select all leads who have it.
To exclude all leads with a tag, pick the "hasn't" filter:
Mix and match included and excluded tags for highly flexible segmentation by using the logic toggle AND/OR:
