> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/guides/crm/segmentation-contact-management.md).

# 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](https://learn.microsoft.com/en-nz/dynamics365/business-central/marketing-segments)

***

## **“Add Contacts” to a Segment**

Use **Add Contacts** when you want to bring new contacts into your segment based on filters or criteria.

{% stepper %}
{% step %}

#### **Open Marketing → Segments.**

Select an existing segment or choose **New** to create one.

On the ribbon, select **Contacts** → **Add Contacts - Enhanced**.
{% endstep %}

{% step %}

#### **Add Contacts - Enhanced**

This routine filters contact details, customers, vendors, and related sales data.

Example:

* Contact Type = *Company*
* Industry Group = *B2B*
* Customer/Prospect/Vendor relationships
* Country/Region = *France*
* Interaction Type = Good/Bad
* Customer Price Group = *Bar*
  {% endstep %}

{% step %}

#### Click OK

Bevica **adds** all contacts that match your criteria to your segment lines.
{% endstep %}
{% endstepper %}

#### **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.

{% stepper %}
{% step %}

#### **Open the segment.**

On the page ribbon, select: Contacts, **Refine Contacts - Enhanced**.
{% endstep %}

{% step %}

#### Apply filters

Apply filters, similar to **Add Contacts -Enhanced**.
{% endstep %}

{% step %}

#### Click OK

Bevica **keeps only** the contacts that match your filter.

Anyone who doesn’t match is automatically removed.
{% endstep %}
{% endstepper %}

#### **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.

{% stepper %}
{% step %}

#### **Open the segment.**

On the page ribbon, select: Contacts, **Reduce Contacts - Enhanced**.
{% endstep %}

{% step %}

#### Apply filters

Apply filters for the contacts you want to remove.
{% endstep %}

{% step %}

#### Click OK

Bevica **removes** all contacts that match your filter.

All other contacts remain in the segment.
{% endstep %}
{% endstepper %}

#### **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**

| Action              | Purpose                                   | Keeps Contacts?             | Adds Contacts? | Removes Contacts?             |
| ------------------- | ----------------------------------------- | --------------------------- | -------------- | ----------------------------- |
| **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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