How to create, edit, or delete a rule-based contact group
Build contact lists that update themselves automatically, by tag, city, purchase, or conversation, for use in campaigns and automations.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
A contact group (segment) is a list built from rules, like "has the Student tag" or "hasn't messaged in 30 days." Contacts who start matching the rules join automatically; those who stop matching leave automatically. Use groups to pick the audience for campaigns and automations.
Where to find it in Cognizy
Before you start
- Have contacts registered, preferably with tags.
Step by step
- Step 1:
Open and click New Segment.
- Step 2:
Under Information, give the group a Name and, if you'd like, a description.
- Step 3:
Open the Rules tab and click Condition.
- Step 4:
In the condition, choose the field (here, Tag), the comparison (is in) and the value (the Student tag). Use Combine with to say whether the contact needs to meet all conditions (AND) or any one of them (OR), and Group to combine conditions.
- Step 5:
The Preview shows the Total contacts and a sample of who's included. Check it and click Create Segment.
- Step 6:
The group appears in the list. To change the rules or the name, click it, make your changes, and click Save Changes.
- Step 7:
To delete, click Delete on the group and confirm. This doesn't delete the contacts, only the list.
How to know it worked
The group becomes available when choosing an audience for campaigns and automations, and updates itself automatically as contacts change.
If something goes wrong
The total contacts count is zero.
Review the conditions: with AND (all), the contact must meet every one. Check whether the contacts really have the tag or data used in the rule.
A contact who should be in the group isn't showing up.
The list updates itself automatically, but it may take a few minutes. Open the group to see the current preview.
Next step
Use the group as the audience for a message campaign.
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