Create a static segment
Fixed audiences for test groups, invitations and snapshots.
Purpose and outcome
Why it matters. Some audiences must not change on their own, such as an internal test group or a confirmed invitation list.
Expected outcome. A static segment containing exactly the intended contacts.
When to use it
- A selected internal test group.
- A fixed event invitation group.
- A campaign audience snapshot.
- An approved imported group.
Prerequisites and access
- Permission to create segments.
Suggested roles (not yet approved): Marketing Coordinator
Instructions
- 1
Go to Segments → Create segment → Contacts.
Recommended practice - 2
Name it clearly, e.g. “Internal | Email test group | Static”.
Recommended practice - 3
Choose Static as the segment type.
Recommended practice - 4
Add contacts using filters, or add records individually.
Recommended practice - 5
Save, then open the segment and confirm every member.
Recommended practice - 6
To change membership later, add or remove contacts from the segment manually.
Recommended practice
Static means static
If you edit filters or contacts later change, a static segment does not refresh. Re-check it before every use.
Imports are a separate process
Contact imports are an administrative task (field mapping, consent and duplicates). In training, imports created segments, but do not assume every import automatically creates one.
Caivan example
The team builds “Internal | Email test group | Static” with only the named marketing team contacts who should receive real test sends (SOP 15).
Completion checklist
Common mistakes and troubleshooting
New people aren’t appearing.
Expected. Static segments do not update; add them manually or use an active segment.
New people aren’t appearing. Expected. Static segments do not update; add them manually or use an active segment.
Sources and items needing confirmation
- From training· ~1:15:00–1:18:00Caivan | HubSpot Marketing Training, Sep 28, 2026 (recording transcript)
- Recommended practiceHubSpot Knowledge Base: Create segments
- Import permissions and process owner.
Account configuration described in training reflects September 28, 2026 and may have changed.