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Creating a New Segment

To create a segment, click the “Create Segment” button from the segments page.
Screenshot placeholder: Add a screenshot showing the “Create Segment” button

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Step-by-Step Creation

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Step 1: Basic Information

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Segment Name

Enter a descriptive name for your segment. Good segment names:
  • Clearly identify the segment’s purpose
  • Are easy to remember
  • Help team members understand the segment
Examples:
  • “High Priority Leads”
  • “Campaign A Participants”
  • “US-Based Leads”
  • “Responded Last Week”

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Description

Optionally add a description explaining:
  • Segment purpose
  • Why leads are included
  • How the segment is used
  • Notes for your team

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Color

Choose a color to visually identify the segment:
  • Click the color picker
  • Select a color
  • Or enter a hex color code
  • Color appears in segment list and badges
Use colors to visually organize segments. For example, use green for high-priority segments and blue for geographic segments.

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Step 2: Add Rules

Rules define which leads belong to the segment. A lead must match ALL rules to be included.

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Adding a Rule

  1. Click “Add Rule” button
  2. Select the field to check
  3. Choose the operator
  4. Enter the value
  5. Rule is added to the segment
Screenshot placeholder: Add a screenshot showing the rule creation interface

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Rule Components

Field:
  • What to check (source, status, custom field, etc.)
  • Select from dropdown
  • Includes standard and custom fields
Operator:
  • How to compare (equals, contains, greater than, etc.)
  • Available operators depend on field type
  • Select from dropdown
Value:
  • What to compare against
  • Enter value or select from options
  • Format depends on field type

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Multiple Rules

Add multiple rules to create complex segments:
  • All rules must match (AND logic)
  • Each rule narrows the segment
  • More rules = more specific segment
Example:
  • Rule 1: Source equals “Campaign A”
  • Rule 2: Status equals “Active”
  • Rule 3: Custom field “Priority” equals “High”
  • Result: Active leads from Campaign A with High priority

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Step 3: Review and Save

Before saving, review:
  • Segment name and description
  • All rules are correct
  • Rule values are accurate
  • Color is appropriate
Click “Create Segment” to save. The segment will:
  • Be created immediately
  • Start calculating membership
  • Show member count when ready
  • Be available for campaigns

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Rule Examples

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Simple Rules

Source-based:
  • Field: Source
  • Operator: Equals
  • Value: “Campaign A”
Status-based:
  • Field: Status
  • Operator: Equals
  • Value: “Active”
Tag-based:
  • Field: Tags
  • Operator: Contains
  • Value: “VIP”

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Date-based Rules

Created Date:
  • Field: Created Date
  • Operator: After
  • Value: “2024-01-01”
Last Contact:
  • Field: Last Contact
  • Operator: Before
  • Value: “2024-12-31”

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Custom Field Rules

Text Field:
  • Field: Custom Field “Company”
  • Operator: Contains
  • Value: “Tech”
Number Field:
  • Field: Custom Field “Revenue”
  • Operator: Greater Than
  • Value: “100000”
Dropdown Field:
  • Field: Custom Field “Industry”
  • Operator: Equals
  • Value: “Software”

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Campaign-based Rules

Campaign Participation:
  • Field: Campaign Participation
  • Operator: Participated in
  • Value: [Select Campaign]
Campaign Response:
  • Field: Campaign Response
  • Operator: Responded to
  • Value: [Select Campaign]

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Complex Segments

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Multiple Conditions

Combine multiple rules for precise targeting: Example: High-Value US Leads
  • Rule 1: Country equals “US”
  • Rule 2: Custom Field “Revenue” greater than “50000”
  • Rule 3: Status equals “Active”
  • Rule 4: Tags contains “Enterprise”

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Date Ranges

Use date rules for time-based segments: Example: Recent Leads
  • Rule 1: Created Date after “2024-01-01”
  • Rule 2: Created Date before “2024-12-31”
Or use “Between” operator:
  • Field: Created Date
  • Operator: Between
  • Value: “2024-01-01”
  • Value 2: “2024-12-31”

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Testing Segments

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After Creation

Once created, segments automatically:
  • Calculate initial membership
  • Show member count
  • Update as lead data changes

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Verify Membership

  1. Expand the segment
  2. View member list
  3. Check if expected leads are included
  4. Verify rules are working correctly

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Adjust Rules

If membership doesn’t match expectations:
  1. Edit the segment
  2. Review rules
  3. Adjust rule values
  4. Refresh segment
  5. Verify again

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Tips for Creating Segments

  1. Start Simple: Begin with basic rules, add complexity as needed
  2. Test Rules: Verify rules match expected leads
  3. Use Descriptions: Document segment purpose
  4. Name Clearly: Use descriptive names
  5. Review Regularly: Update segments as needs change
  6. Monitor Size: Watch segment size for performance

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Common Mistakes

  1. Too Many Rules: Over-complicating segments
  2. Wrong Operators: Using incorrect operators for field types
  3. Missing Values: Not entering rule values
  4. Unclear Names: Using vague segment names
  5. Not Testing: Not verifying membership after creation

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Next Steps

After creating your segment:

Segment Rules

Learn about all available rules and operators

Managing Segments

Learn how to manage and optimize your segments