Build audiences and preview matching CRM records
Create reusable contact, company or lead criteria and inspect the full authorised matching count before using an audience.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Where to start
Marketing → Audiences & segments; Hub CRM → Lists & segments
PermissionManage lifecycle and segments; native access to the chosen record type
Before you begin
Choose the record type first. Use a narrow, useful question—such as contacts in a particular lifecycle stage—rather than treating a segment as permission to email everyone it finds.
Follow these steps
- Create a segment and enter its resource name and internal description.
- Choose Record type and whether All conditions or Any condition must match.
- Add each condition, selecting Property, comparison and value. Remove conditions you do not need, then Save draft.
- Open the saved segment and choose Preview matching records. Review the total and move through its pages.
- Adjust criteria and save a new draft when the audience is too broad or too narrow. Check the preview again.
Fields and options
- Properties
- Lifecycle, score, health, name, email, company, country and status.
- Comparisons
- Equal, not equal, contains, greater than/equal, less than/equal, or is set. Numeric comparisons require score, health, country or status.
- Conditions
- Up to 20 conditions. The source must be Contact, Company or Lead; it cannot be mixed in one segment.
Rules and limits
- Criteria are applied across all currently authorised records before pagination, with 40 matches per page.
- Counts are live and can change with records or permissions; this is not a frozen membership snapshot.
- A segment does not grant marketing permission or automatically queue a bulk audience send. The email picker still requires explicit eligible recipients.
Check the result
- Check representative matching and non-matching records.
- Confirm the displayed total and source type match the intended audience.
If something does not look right
- For no matches, check All versus Any, property values, record type and native access.
- Do not read a country or status numeric value as a name label; use the values held by the underlying CRM record.
Common questions
Is the segment count only the current page?
No. The matching total is calculated before pagination across your authorised records.
Does preview send anything?
No. Preview reads matching records and makes no delivery request.