# How to create a dynamic segment

> Build a Kelune CRM Pro segment from contact conditions, preview the contacts that match, and keep its membership current with automatic refresh.

Product: Kelune CRM Self-hosted (hosted by you). Page: https://kelunecrm.com/docs/wordpress/contacts/dynamic-segments

Dynamic segments group contacts according to rules rather than manual assignment. A segment can combine contact fields, status, lists, tags, numbers, and dates to create a reusable audience.

> **Note:**
>
> Dynamic Segments require Kelune CRM Pro with an active license.

## Create a segment

1. Open **Kelune CRM → Contacts → Segments**.
2. Select **Create Segment**.
3. Enter a **Segment Name** and optional description.
4. Choose a **Match Type**.
5. Add one or more conditions.
6. Review the matching-contact preview.
7. Decide whether to enable **Auto Refresh**.
8. Save the segment.

![Create Segment drawer with rules for active customers](https://kelunecrm.com/images/docs/wordpress/contacts/dynamic-segments/create-segment.webp)

## Choose how rules are matched

- **Match All** includes a contact only when every condition is true.
- **Match Any** includes a contact when at least one condition is true.

For example, a customer-retention segment could match **all** of these rules: status is active, list is Customers, and a renewal date is in the next relevant period. A broader interest segment might match **any** of several product tags.

## Build useful conditions

Available operators change with the field type:

| Condition type | Example operators |
| --- | --- |
| Text | Equals, contains, starts with, is empty |
| Number | Greater than, less than, greater or equal |
| Date | On, before, after, in the last number of days |
| Status | Is or is not |
| Lists | In any, in all, not in |
| Tags | Has any, has all, does not have |

Add rules one at a time and watch the preview count. This makes it easier to notice a rule that is too broad or excludes the intended audience.

## Keep membership current

Enable **Auto Refresh** when contacts should enter or leave the segment as their data changes. If auto-refresh is disabled, use **Refresh membership** from the Segments table when you need a fresh result.

The Segments table also shows the contact count, match type, auto-refresh state, and last calculated time. You can edit, export, refresh, or delete a segment from its actions.

> **Caution:**
>
> Check the current segment count before using it for a campaign. A recent data import or rule change can materially change the audience.