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Settings & Administration

How to add an SMS segment

Version 1 · Updated 22 Jun 2026

How to add an SMS segment

1On the Messages screen, click Create Segment.
2Give the segment a Name (and an optional Description).
3Add a Filter to choose who is in the group — for example by branch or role.
4Click Save. You can now pick this segment when sending a message.
How to add an SMS segment

Create a saved group of members so you can message them all at once.

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Summary

Create a segment — a saved group of members — so you can message the whole group at once. About 2 minutes · 5 steps. Also called: group, audience, member list, recipient group, mailing list.

Prerequisites

  • Your CAMS sign-in, with permission to use Messages.
  • An idea of who belongs in the group (for example, members in a certain branch or role).

Step-by-step

  1. Sign in to CAMS.
  2. In the left menu, click Messages.
  3. Click Create Segment at the top of the Message Service.
  4. Give the segment a Name (and an optional Description). Then under Create Filters, add a Filter to choose who is included — for example by branch or role. Add more filters to narrow the group.

The Create Segment screen — give the segment a Name, then add Filters (such as branch or role) to choose its members, and Save.

  1. Click Save. Your segment now appears under the Segments tab and can be picked when you send a message.
Tip: Build a segment once and reuse it every time you message that group — no need to pick members one by one.

Common pitfalls & FAQ

  • My segment is empty. Check your filters — one that is too narrow (or two that conflict) can match no one.
  • I cannot pick it when sending. Make sure you saved it; saved segments show under the Segments tab and in the Send Message form.
  • Where do I edit it later? Open the Segments tab on the Messages screen and select the segment.
  • What can I filter by? Filters are based on member attributes such as branch and role.