Segmentation - Contact Management
Build targeted contact lists with Segments using Add, Refine, and Reduce Contacts (Enhanced).
Segments in Bevica allow you to build and adjust a targeted list of contacts for marketing, communication, or analysis. The three most common actions you’ll use are Add Contacts, Refine Contacts, and Reduce Contacts.
This guide explains how to use Bevica’s Add Contacts - Enhanced, Refine Contacts - Enhanced, and Reduce Contacts - Enhanced routines to create a population of contacts in a segment.
These routines let you filter contacts by things like demographics, interactions, customer/vendor attributes, sales history, or profile attributes, and then store that group for future campaigns. They’re especially useful for preparing marketing lists, running personalised outreach, or analysing how different types of contacts behave across your customer base.
For other segments capabilities, see: Managing Segments
“Add Contacts” to a Segment
Use Add Contacts when you want to bring new contacts into your segment based on filters or criteria.
What this is useful for
Building your initial population
Pulling in contacts from a specific list (e.g., all UK customers)
Adding contacts that meet a marketing or demographic profile
“Refine Contacts” : Narrow Your Segment
Use Refine Contacts when you already have contacts in your segment and want to filter that population down further without adding anyone new.
What this is useful for
Narrowing your audience (e.g., from all UK contacts → only UK customers in Retail)
Applying additional conditions like sales history, interaction log entries, or custom profile fields
Reducing a contact set to those matching new campaign requirements
“Reduce Contacts”: Remove Unwanted Entries
Use Reduce Contacts when you want to remove contacts based on certain criteria, without affecting the rest of the list.
What this is useful for
Removing contacts from a specific industry, region, or contact type
Cleaning up your segment after adding too many contacts
Excluding groups (e.g., customers with no email address, opted-out contacts)
Summary Table
Add Contacts
Bring new contacts into the segment
✔️ Keeps existing
✔️ Adds
❌
Refine Contacts
Narrow the segment based on new criteria
❌ Keeps only matching
❌
✔️ Removes those not matching
Reduce Contacts
Remove specific contacts based on filters
✔️ Keeps all except removed
❌
✔️ Removes matching ones
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