Import Update: A new Segments tool with conditional logic and new filters has been added to Keela! Please rebuild your existing segments in the new tool before June 1 to avoid any service interruptions. Learn More. Please note that some legacy filters will also be removed.

About Segments

Use Segments to group your contacts using Filters in Keela. You can think of Segments as Smart Lists, as they are constantly updating as data changes in Keela!

We have a number of filters at the contact level in Keela (Contact fields, Transactions, Memberships, Volunteer Records and Pledges) allowing you to filter on exactly what you need.

Not only do segments provide you insights to manage your donors and get insight into your relationships, but they can also be used to send Email Marketing to select contacts.

Creating a Segment

From the Contacts Page

To create a segment, follow the below steps:

Step 1 - Navigate to Contacts in the left sidebar

Step 2 - Select the Segments tab

Step 3 - Click Create New Segment

Step 4 - Add Segment Name and Description

Step 5 - Add the required Filters and click Save.

Step 6 - Once you have all your Filters, make sure you Save the Filters to the Segment. You can do this by clicking on the Filters drop-down and selecting Save Filters to Segment. Note: if you make any changes to your Segment Filters and skip this step, all changes will be lost. 

Congrats - a new segment has been created!

 Once a Segment has been created, you can access all your created segments from the Segments tab in Contacts

How to Filter by a Segment

So, you've created a Segment of Contacts with a couple of filters. But perhaps you want to take it further and add even more layers? You can filter your Contacts by saved Segments!

In Contacts, click on Filters > Click Edit Filters

Type "segment" into the Filter search bar > Select from 

Click on the type of Segment you would like to choose from > Choose a previously Saved Segment > Click Filter

Understanding Conditional Filtering in Keela’s New Tables

Keela’s new Contacts and Transactions tables feature an upgraded filtering system. While the previous system required you to choose between All (AND) or Any (OR) logic for your entire list, the new conditional filtering allows you to mix and match these rules to create highly specific segments.

What is Conditional Filtering?

Conditional filtering allows you to group different sets of logic together. You can now define a group of contacts who meet multiple specific criteria (AND) while simultaneously including others who meet a different set of criteria (OR).

How to Use Filter Logic

When you open the Filters sidebar in a new table, you will see three primary ways to layer your logic:

• + AND (Cumulative): This option appears when filtering by transaction attributes. Use this to ensure the "AND" logic applies specifically to the same transaction (e.g., a contact who has a transaction that is both over $100 and for a specific campaign).
• + AND: Adds a new requirement to your current group. A contact must meet every "AND" requirement within that block to be included.
• + OR: Creates a separate logic block. If a contact meets the criteria in the first block OR the second block, they will appear in your results.

Step-by-Step Example: Mixing Logic

In this example, we want to find contacts who are part of the EOY Walkathon and are either Admins or Board Members.

1. Create the first logic group

• Click Filters and select Transaction Attributes > All Transaction (Count).
• Set the criteria (e.g., between 1 and 50).
• Click + AND (Cumulative) and select Campaign > EOY Walkathon.
• Click + AND and select Tags > Admin.
• This group identifies everyone who donated to the EOY Walkathon AND is tagged as an Admin.

2. Add the "OR" logic

• Click the + OR button at the bottom of the first block. This will start a new section.
• In the new section, repeat the transaction criteria for the EOY Walkathon.
• Click + AND and select Tags > Board Member.
• This second group identifies everyone who donated to the 2025 Walkathon AND is tagged as a Board Member.

3. Apply Filters

• Click Apply Filters. Your table will now show any contact that falls into either of those two specific groups.

Segments FAQ's

How do I remove a Contact(s) from a Segment? 

When attempting to remove a Contact(s) from a segment, do not use the 'Delete' Action. If you 'Delete' a Contact from a Segment, it will delete the Contact record entirely. Instead, you will want to remove a Contact(s) from a Segment by following the steps below. 

Go to the Segment > click Filters on the Segment > Edit Filters > select from the Add a Filter drop-down > click Contacts > Full Name > choose the Filter logic 'Does not contain any of' > type in, or select, the Contact(s) that you want removed from the Segment.

How do I merge multiple Segments into one Segment? 

While you are not able to merge Segments in Keela, it is possible to do this manually! You will want to go to each Segment individually, select all the contacts in that Segment and bulk add them to a new Tag. You can do this by clicking the arrow in the column bar and 'Select All Pages' > Actions > Add to Tags. 

You will want to repeat this for each Segment and add all the Contacts in each of those Segments to the same new Tag. You can then create a new Segment using that Tag (see question below for instructions). 

How do I create a Segment from a Tag?

To create a Segment from a Tag, you will want to follow the steps above to create a Segment. When you get the Filter process, you will want to select Contacts in the filters dropdown. Scroll down and you will see the option for Tags. You will then be prompted to select the Tag you want to create a Segment from! Then wah-la, you've just created a Segment from a Tag!

How do I create Donation, Revenue or Volunteer Segment?

In the above article, we outlined in detail how to create Contact Segments within the Contacts section of Keela. But what about other resources, like Donations? Great question!

These Segments can be created from Reports. When you create a Report, you have the option of choosing which resource you would like to begin with (Contacts, Donations, Revenues, Volunteers). When a Report is saved, it becomes available as a Segment to filter your Contacts by!

How do I change the name of a Segment? 

Head to the Segment > click Actions in the top right > Rename Segment