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Managing Segments

How to create company segments for use in drip campaign targeting and audience filtering.

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Written by Angie Vecchiarelli

Segments are named groups you can assign companies to, then use as audience filters in drip campaigns.

Creating a segment

  1. Go to Sales Settings.

  2. Click Segments.

  3. Click Add Segment.

  4. Enter a name.

  5. Click Save.

Adding a company to a segment

Open a company record, click Edit, and choose a segment from the Segment field.

💡 Note: A company belongs to one segment at a time — segments aren't rule-based, so you assign each company to one yourself.

Using segments in campaigns

When building a drip campaign audience, segments appear as a filter option. Selecting a segment automatically scopes the campaign to companies assigned to that segment.

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