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Workflow node reference

Add to Segment

Add or remove contact from a segment. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Add to Segment workflow node.

Automation buildersIntermediateLimited

What this guide covers

  • Category: Actions.
  • Use it to add or remove the current contact from a selected or newly created segment.
  • 4 configuration fields and 3 documented outputs.
  • A standalone segment-management and bulk-audience UI was not found in the audited frontend.

What this node does

Add or remove contact from a segment

Use it to add or remove the current contact from a selected or newly created segment.

When not to use it

Do not use it for one-off labels; use Assign Tag.

Prerequisites

  1. Current contact context
  2. Existing segment or a valid new segment name

Inputs and configuration fields

Add to Segment configuration fields
FieldKeyControl / typeRequirementDefaultAccepted values and behavior
ActionactionselectOptionaladdAdd to Segment (add), Remove from Segment (remove)
Segment Sourcesegment_sourceselectOptionalselectSelect existing segment (select), Create new segment (create)
Segmentsegment_idselectOptionalNo defaultshown when segment_source equals select
New Segment Namenew_segment_nametextOptionalNo defaultshown when segment_source equals create

Configure the node

  1. Drag Add to Segment from Actions in the node palette.
  2. Select the node to open its configuration drawer.
  3. Complete every required field and any conditional field revealed by your choices.
  4. Insert variables only from the current trigger or an earlier node on the same path.
  5. Connect every required output handle to the intended next step.
  6. Save and run Workflow Test with representative data before activation.

Outputs

Later nodes can use these values only after this node has run successfully on the same execution path.

Add to Segment output variables
VariableTypeMeaning
{{nodes.add_to_segment.success}}booleanWhether operation succeeded
{{nodes.add_to_segment.segment_name}}stringName of the segment
{{nodes.add_to_segment.segment_size}}numberNew segment size after operation

Execution behavior

  1. Performs the configured add/remove operation.
  2. Emits success, segment name, and new segment size.

Example use case

Add customers who choose product updates to a Newsletter Subscribers segment.

Complete workflow pattern
text
Send Interactive reply trigger → Condition → Add to Segment → Send Text

Common errors

Add to Segment common errors
SymptomResolution
Segment is unavailableSelect an existing segment or create a valid new one.
Contact context is missingUse a trigger/path that identifies a current contact.

Limitations

A standalone segment-management and bulk-audience UI was not found in the audited frontend.

Treat this node as Limited until the required segment resource is available in your account.