Filter segments and manage segment views

Learn how to manage your segments more effectively after they've been created. In this article, learn how to filter segments, save segment views to revisit, and customize which segment properties appear as columns in a view.

If you want to access segment views on a mobile device, learn how to use segments in the HubSpot mobile app.

Filter segments and save views

You can filter segments based on certain criteria to make it easier to sort them. For example, you can create a view of segments that have grown by more than 100 members in the last seven days, or filter segments used in your marketing campaigns.

Create a segment view

1. In your HubSpot account, navigate to CRM > Segments.
2. Click + Add view. 
3. Click Create new view. 
4. In the pop-up window, enter a name for the view and select the audience for it. 
5. Click Confirm. 

Learn more about creating and managing saved views.

Add filters to a segment view

To add or change filters in the view, use the property dropdown menus at the top of the table, or set up advanced filters based on other segment properties.

1. In your HubSpot account, navigate to CRM > Segments.
2. To view segments of a specific object, click the object in the left sidebar menu.
3. To open a view, click the view tab.
4. You can filter by the following default menus or use your custom quick filters.
   • All teams: segments assigned to a specific team.
   • All creators: the creator of the segment.
   • All types: select between active or static segments.
   • All objects: select which object segment you want to filter for.
   • Used in: select which tools the segment is used in. 
5. To filter by other properties, click Advanced filters. In the right panel:
   • Select the property you want to filter by.
   • Set criteria for the selected property. Learn more about setting criteria.
   • To add another property to the same group of filters, click + Add filter under and. When you set a filter with and logic, segments must meet all of the criteria in the filter group to be included in the view. 
   • To add a property to a new group of filters, click + Add filter group next to or. When you set a filter with or logic, segments must meet the criteria for at least one of the filter groups to be included in the view.
   • To save the filters to the view, close the panel, then click the saveEditableView Save icon.
6. To remove a filter, click the x next to a filter.

Manage segment views

After you've created segment views, to manage them:

1. In your HubSpot account, navigate to CRM > Segments.
2. To reorder your views, click and drag a tab to a new position.
3. To set a default view, click and drag the view's tab to the left most position. This view will be the first tab to appear each time you navigate to your segments. 
4. To close a view, click the X on the view's tab. You can reopen the view from the Add view dropdown menu or the All Views page.
5. To change the columns in a view, in the top right of the table, click Actions > Edit columns. Edit the columns, then click Apply. Learn more about customizing view columns.
6. To clone a view, click the duplicate Clone icon. In the dialog box, enter a name for the cloned view, then click Save. A new view will be created with the same filters.
7. To manage all saved views in your account, click All views. On the All Views page, your own custom segment views are shown.
8. On the All Views page, you can clone, edit, export, or delete all custom segment views. To do so, hover over a segment view, click More, then select an option:
   • Rename: update the name of the view. In the dialog box, enter a name, then click Save.
   • Delete: delete the view. In the dialog box, click Delete to confirm. The view will be deleted, but the segments included in the view will not be deleted.
   • Manage sharing: update which users have access to the view. In the dialog box, select to make the view private, share it with your team, or share with all users in the account. Click Save to confirm.
   • Clone: clone the view. In the dialog box, enter a name for the cloned view, then click Save. A new view will be created with the same filters.
   • Export: export the segments in the view. In the dialog box, enter a name for the export, select the file type and the data to export, then click Export.