Overview
By default, contacts added to an automation enter at Segment 1 (the first segment). If you need contacts to start from a different segment, there are two ways to do it.
Method 1: Add Contacts Directly to a Specific Segment (Recommended)
You can add contacts to any segment directly from the automation builder.
Open your automation builder.
If you need a new segment, click Add New Segment on the right side of the builder.
Click the Add Contacts button above the segment node you want the contacts to enter.
Select or import the contacts you want to add.
The contacts will enter the automation at that specific segment, skipping all prior nodes.
Method 2: Use Auto-Filters for Ongoing Routing
If you want contacts to be automatically routed to a specific segment based on criteria (e.g., a List or custom field), you can set up an auto-filter on the target segment node.
Go to CRM - Lists and create a new List (e.g., Segment 2 Batch).
Add the relevant contacts to that List.
Open your automation builder, click on the target Segment node, and set an auto-filter: List - Segment 2 Batch.
Update the Segment.
New contacts matching the filter will automatically be routed to that segment when they enter the automation.
See also: Filters in GetSales CRM
Important: Cancelled Contacts Cannot Be Re-Added
Once contacts are cancelled in an automation (including when removed), they cannot be re-added to the same automation — even to a different segment. This is a platform limitation.
Workaround: Duplicate the automation (create a copy), then add the cancelled contacts to the desired segment in the new copy. The new automation is treated as a separate flow, so previously cancelled contacts can be added without restrictions.
FAQ
Q: Will contacts lose their activity history when added to a new segment?
A: No. CRM data and activity history are preserved — only their position in the automation changes.
Q: Why can't I re-add cancelled contacts?
A: GetSales prevents re-adding cancelled contacts to the same automation to avoid accidental duplicate outreach. Use the duplication workaround described above if you need to re-engage them.