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Managing Segments

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

Written by Chad Deely

Segments are named groupings of companies that can be used as audience filters in drip campaigns. They allow you to target specific subsets of your company list without rebuilding filter conditions each time.

Creating a segment

  1. Go to Segments in the sidebar

  2. Click New Segment

  3. Enter a name and define the conditions that qualify a company for the segment

  4. Save

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 that match that segment's criteria.

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