WhatsApp audience segments built from your CRM

Save a contact filter — a tag, a deal stage, how recently someone messaged — as a segment, and reuse it as the audience for an approved template campaign. No exporting spreadsheets between tools.

How to build a WhatsApp audience segment in Repli

  1. Choose Growth or higher: Segments and campaigns unlock on Growth (₹999/month). Pro+ and Commerce include them too.
  2. Filter your contacts: In the WhatsApp CRM, filter contacts by tag, stage or recent activity until the list matches the group you want.
  3. Save the segment: Save the filter with a name your team will recognise, such as “quoted, not closed”.
  4. Use it in a campaign: Pick the segment as the campaign audience, choose an approved template and send. Opted-out contacts are excluded automatically.

Segments are the audience half of a campaign — the sending half is covered on the WhatsApp broadcast softwarepage.

Related guides

Why teams choose Repli

What you get

Saved filters as segments

Build a filter from contact fields — tags, stage, last message — and save it. The segment is there next time you plan a campaign.

Tags that mean something

Tags come from how your team actually works: “regular”, “quoted”, “rental”. Segments inherit that structure.

Include and exclude

Pick the segment to send to and exclude individual numbers or groups — for example, customers who already bought.

Consent enforced at send

A contact who replied STOP is opted out and excluded from the send, and the campaign report shows the exclusion reason instead of silently skipping them.

Straight into campaigns

Choose the segment, pick an approved template, fill its variables and send. Replies come back into the shared inbox.

Activity on the timeline

Campaign sends and replies to a contact appear on their timeline, so segment membership decisions are informed by real history.

Use cases

“Quoted, not closed”

Save the filter of contacts with an open deal at the quoted stage, and send an approved follow-up template to just that group.

Regulars and repeat buyers

Tag repeat customers and message them about something they asked to hear about, like a restock or a new menu.

Quiet leads

Filter by last message date to find enquiries that went cold, and re-engage them with an approved template.

Excluding existing customers

When announcing an offer for new customers, exclude the “customer” tag so existing clients are not bothered.

What is a WhatsApp audience segment?

It is a saved group of contacts built from your CRM data — tags, deal stages and message activity — that you can message again without rebuilding the list every time.

Because segments come from the same contact records your team updates every day, they reflect how your business actually talks about customers, not a separate marketing database.

Consent and segments

A segment defines who is eligible; consent decides who can actually be sent to. Repli keeps a consent record per contact, and anyone who opted out is blocked from the send with the reason visible in the campaign report.

Uploaded contact lists require you to confirm opt-in before sending. Meta’s rules apply throughout: approved templates outside the 24-hour window, and Meta’s own conversation fees on your WhatsApp Business account.

An honest limitation

A saved segment’s membership is evaluated when you build the campaign audience. If a contact’s tags or stage change after the campaign is created, the already-created recipient list does not change with it — create a fresh campaign from the segment to pick up the change.

Frequently asked questions

How do I segment WhatsApp contacts in Repli?

Filter contacts by tag, deal stage or recent activity in the WhatsApp CRM, save the filter as a segment, and pick that segment as the audience when you create a campaign.

Can I exclude people from a campaign?

Yes. You can exclude specific numbers, and contacts who opted out — for example by replying STOP — are blocked automatically with the exclusion reason shown in the report.

Does a saved segment update itself?

The segment is a saved filter, but a campaign’s recipient list is built when the campaign is created. To pick up contacts whose tags or stage changed later, create a fresh campaign from the segment.

Which plan includes segments and campaigns?

The Growth plan at ₹999/month. Pro+ (₹1,499) and Commerce (₹1,999) include them too.

Can I upload a list instead of using CRM contacts?

Yes. Campaigns also accept typed numbers and spreadsheet uploads, but you must confirm those contacts opted in before Repli will send.

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