How to add an SMS segment

Updated 14 Aug 2026 Version 1

Summary

Create a segment, a saved group of members, so one send reaches all of them at once. About 3 minutes · 7 steps. Also called: group, audience, member list, recipient group, mailing list.

Prerequisites

  • Access to Messages (see The Message Service screen).
  • The detail that identifies the group, such as an email address the filter can match.

Step-by-step

  1. Sign in to CAMS.
  2. In the left menu, click Messages, then click Create Segment in the header. Wait for the form to load.
  3. In Name, type a unique, recognisable name. It is what you pick in the Segment list when you send.
  4. Add a Description if it helps a colleague understand who the group is for. This is optional.
  5. Under Create Filters, open the Filter dropdown (it reads Select Filter) and choose the filter you want. Extra rule fields appear underneath.
    The Create Segment form, where you type a Name, add a Description, then choose a Filter under Create Filters before saving
    Figure 1: The Create Segment form, where you type a Name, add a Description, then choose a Filter under Create Filters before saving
  6. Fill in the rule fields that appeared, for example an email address the rule has to equal. Add another filter to narrow the group further.
  7. Click Save, then open the Segments tab and check your new row is there. Each row shows Name, Alias, Date and an Enable / Disable setting.

Warning: A wrong filter sends messages to the wrong people. Run a Test Message before the first real send (see How to reach out to members via SMS).

Common pitfalls & FAQ

  • My segment reaches nobody. One rule that is too narrow, or two rules that contradict each other, can match no one. Edit the rules.
  • I cannot pick the segment when sending. Check it saved to the Segments tab and its Enable / Disable setting is on.
  • How do I change or remove it later? Open the row's action menu on the Segments tab. Edit changes the name, description and rules; Delete removes it. Only delete a segment nobody sends to.