For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/list-vs-segment.md.
  • English

      • When to use a List and when to use a Segment

      Use a list when you want a fixed group of contacts, chosen by you, that does not change on its own. Use a segment when you want a group that keeps itself up to date from a filter — every contact that starts matching the rules joins, and anyone who stops matching leaves.

      Before you start

      • A workspace role with CRM access. Guest and Attendant (without the coordinator subrole) can see lists and segments but cannot create or edit them.
      • Contacts in lists and segments count towards your plan's contact limit.

      The difference: who decides membership

      What separates the two is who controls who is in the group.

      • In a list, you control it. Membership is manual: you add and remove contacts. Nobody joins or leaves without an action from you. It is a snapshot frozen in time.
      • In a segment, the filter controls it. You define the rules (tag, source, date and so on) and the system keeps membership current. The group is alive: it changes as your contacts change.
      ListSegment
      Membershipmanual, set by youautomatic, set by a filter
      Changes on its own?noyes, as contacts change
      Frozen in time?yesno
      Good fora curated, stable groupan audience that must always be current

      Why the difference matters

      If you export or run an automation against a segment, you are targeting whoever matches the filter at that moment — the audience may have grown or shrunk since you last looked. That is exactly what you want for "every lead with no purchase in the last 30 days": the line moves with time.

      If you need a group that cannot change once created — the exact participants of one specific campaign, say — use a list. It preserves membership as it was when you built it.

      A bulk action on a segment applies to whoever matches the filter the instant you run it. Nothing to refresh by hand: choose a list when you want stability, and a segment when you want automatic updates.

      How to choose

      • Curating the group by hand, and it should stay as it is? List.
      • Want the group to stay current from rules? Segment.
      • Need to freeze a segment at one moment to act on that exact set? Build a list from it — that locks in the current membership.
      • Import your first contacts — bring contacts in before grouping them.
      • Contacts — where lists and segments live.
      • Create your first automation — use a list or segment as the audience.

      If it didn't work

      • You cannot create or edit lists and segments: your role may not have CRM access — see no permission.
      • The group does not hold the contacts you expected: check your plan's contact limit (Portuguese).
      • You got an error when saving: look the code up in the error codes (Portuguese).