Segments are named groups you can assign companies to, then use as audience filters in drip campaigns.
Creating a segment
Go to
Sales Settings.Click
Segments.Click
Add Segment.Enter a name.
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.
