Filter Insights

What is it?

Granular Filter Insights show you how each filter affects your segment size in real-time as you build it.

As you create or refine a segment, you'll see:

• How many records match at each step
• Which filters expand or narrow your audience
• Filters with no effect (flagged at 0 matches)
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Why does it matter?

Previously, building complex segments involved guesswork. You'd add filters, save the list, and check if results matched expectations. This made it hard to know which filters were helpful, harmful, or ineffective.

With Granular Filter Insights, you can:

• Test filters as you go, saving time
• Immediately identify unexpected filter behavior
• Create precise segments that match your exact needs

This leads to faster, more confident segment building and improved targeting for your campaigns.

How does it work?

When building or editing a segment:

1. Go to Contacts > Segments.
2. Click Create segment or select an existing segment to edit.
3. Turn on Test Matches and select All Contacts.
   
   
4. Add or modify filters to see their impact in real-time.
5. Review the count next to each filter to understand its effect.
   
   
6. Look for filters flagged with zero matches to spot potential issues.
7. Use the snapshot counts to validate your segment logic before saving.

Who gets it?

This feature is available for HubSpot Marketing Hub Professional, HubSpot Marketing Hub Enterprise, HubSpot Sales Hub Professional, HubSpot Sales Hub Enterprise, HubSpot Data Hub Professional, and HubSpot Data Hub Enterprise.