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Automation Builder: Segment
Automation Builder: Segment
Katherine Semenowa avatar
Written by Katherine Semenowa
Updated over a week ago

What is a Segment Node?

The Segment node is a fundamental component of any automation in It's always the first node and consists of contacts with configurable limits. The Segment node also provides brief statistics on the contacts' statuses.

Why Use the Segment Node?

  • Targeted Contact Enrollment: The Segment node allows you to automatically enroll specific contacts based on predefined filters.

  • Transparency in Automation Performance: The Segment node offers insights into how your automation is performing in terms of LinkedIn and email activities, including metrics like connection requests sent and accepted, messages sent and replied, and email interactions. That's Contact statuses.

How to Set Up a Segment Node:

1. Accessing the Segment Node:

  • Choose the automation you want to work on and click on 'Add Contacts' in first node named ‘Segment’.

  • A sliding window will open from the right, revealing the settings.

  • If you already added the Contacts, you'll be able to click on the number in the Segment node and see those Contacts in the CRM.

2. Configuring the Segment:

  • Naming: Assign a name to the segment.

  • Adding Contacts: Set up autofilters to define which contacts should be included - they are automatically enrolled to the automation when they meet the criteria.

  • Setting Limits:

    • Coworker limits: how many coworkers can go through the automation at any given time. When a contact reaches the end node, a new coworker starts going through the automation.

    • Active limits: how many contacts can go through the automation at any given time. When a contact reaches the end node, a new one starts the automation.

  • Default Limits: by default the coworker and active contacts are unlimited.

3. Multiple Segments and Sender Profiles:

  • Multiple Segments: An automation can have several segments, each with its own set of limits and contact lists (no Contact can enter the Automation twice, so there will be no interconnecting Contacts in any Segment).

  • Linked Sender Profiles: Each segment is linked to a sender profile/s, meaning the LinkedIn or email activities will be carried out under that profile/s. The sender profiles are assigned to the contacts enrolled in the segment preceding the sender profile node.

  • The assignment of Contacts to Sender Profiles is done in several ways:

    • by setting the Sender Profile though Mass Actions panel in the CRM

    • the Sender Profile is set automatically after enrolling Contacts into Automation

* if the Contact is sent to another Automation and the Sender Profile that the Contact was previously assigned to that Contact isn't in the new Automation, a new Sender Profile will be assigned

4. Tracking the Contacts' statuses:

After the start of the Automation in the Segment node you'll be able to track how many Contacts have what status. The stats on this node are interactive, click on the numbers next to the status to view the Contacts in the CRM with applied filter.


As we are developing a feature for prioritisation of Contacts, please mind that the Automation functions on the first in-first out basis for each node. If you upload a lot of Contacts (e.g. 1000) to the Automation and set up a structure with the same types of nodes, here is how it's going to work:

  • first 20 Contacts (or whatever limit you set for the Sender Profile) will reach the first node

  • when the first 20 Contacts complete the Tasks on the node, two things will happen:

    • the first 20 Contacts and reach the second node, falling to the end of the queue of tasks

    • the next 20 Contacts will replace the first 20 on the first node, being the first in the queue

To avoid this, you will want to use the Active Contacts limit in the Segment node, to limit the number of Contacts simultaneously active in the Automation, to not create congestions.

Important Considerations:

  • When leads are added to the system, a counter shows the total number of Contacts loaded into the automation flow.

  • Initially, newly added Contacts are highlighted in green text, indicating their recent addition.

  • Over time, the green text fades, and the overall Contact count increments as they move into automation.

  • If contacts do not appear in the automation after being added, it may be because potential duplicates triggered the anti-duplicate protection feature. This feature temporarily gives no notifications.

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