Segments
Segments group records using saved rules. Use them when a team needs the same audience for campaigns, reporting, or follow-up work.
What a segment contains
Section titled “What a segment contains”A segment has:
- a name
- an entity type
- one or more conditions
- a calculated member list
The member list updates from the segment rules, so users do not need to maintain the audience manually.
Practical examples
Section titled “Practical examples”Create a segment for:
- contacts from a specific source
- accounts in a target market
- customers assigned to a department
- records with missing required information
- high-value customers for a campaign
Creating a segment
Section titled “Creating a segment”- Open Segments from the Marketing section.
- Click New Segment.
- Choose the record type.
- Add conditions.
- Save the segment.
- Open the segment to review the matching members.
Start with a narrow rule set. It is easier to expand a segment than to clean up an audience that is too broad.