Use The Segment Membership Filter Node In Workflows

The Segment Membership filter node filters a workflow based on whether a contact is on a specific segment.

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The Segment Membership filter will look to see if a contact is on a segment, based on when the segment was last refreshed. Segments are not refreshed each time a contact reaches this node in a workflow.

Note: Segments containing criteria in which a delivery group has been selected will be updated every 24 hours or when saving, refreshing, or sending to the segment.
Segment Membership Filter Node

To use the Segment Membership filter node:


  1. Create a new workflow or edit an existing workflow.
    To create a new workflow, go to Automation > Workflows and click Create New Workflow.
    Note: If you created a new workflow, make sure you name it by clicking the pencil icon above the Node Palette.
  2. Drag the Segment Membership filter node on to the workflow canvas.
  3. Click the following text in the Segment Membership filter node: a segment.
  4. Click on the name of the segment that you want to use to filter the workflow.
  5. Click Done.