Segments

Purpose

The Segments screen is used to classify, organize, and group Leads based on specific filtering criteria.

Segments enable marketers to create targeted audiences by applying conditions to Lead data. These audiences can then be used in campaigns, automation workflows, customer journeys, and marketing communications.

Instead of sending messages to all Leads, Segments allow businesses to target only the Leads that meet specific requirements.

Examples include:

• Leads from a specific country

• Leads with a particular tag

• Leads who opened an email

• Leads who submitted a form

• Leads with a minimum score

• Leads assigned to a specific Stage

The data created in the Segments screen is used throughout the Campaigns module for audience selection and workflow automation.

Create

Step 1: Create a Segment

1. Navigate to Marketing Automation → Segments.

2. Click New.

3. Complete the required information in the Details tab.

4. Configure the filtering conditions in the Filters tab.

5. Click Save.

Alternatively:

• Click Back to cancel and return to the previous screen.

Once saved, the system automatically evaluates the filter conditions and generates the matching Lead audience.

View

To view a Segment:

1. Navigate to Marketing Automation → Segments.

2. Locate the Segment.

3. Click View.

The Segment details screen displays:

• Segment information

• Filter configuration

• Statistics

• Campaign activity

• Lead membership

Edit

To edit an existing Segment:

1. Navigate to Marketing Automation → Segments.

2. Locate the Segment.

3. Click Edit.

4. Modify the required information or filter conditions.

5. Click Save.

Changes are applied immediately and may affect the Leads included in the Segment.

Delete

To delete a Segment:

1. Navigate to Marketing Automation → Segments.

2. Locate the Segment.

3. Click Delete.

4. Confirm the deletion.

The Segment is permanently removed from the system.

Field Descriptions

Workflow Rules

Segment Membership

Segments are generated dynamically based on configured filter conditions.

When a Segment is created:

1. The system evaluates the filter rules.

2. Matching Leads are identified.

3. Qualified Leads are added to the Segment.

Examples of filter conditions include:

• Lead Tag contains a specific value

• Email address contains specific text

• Stage equals a selected value

• Country equals a selected country

• Score exceeds a specific threshold

Only Leads matching all configured criteria are included in the Segment.

Public Segment Rules

When Public Segment = Yes:

• The Segment becomes available for selection within Campaigns.

• Campaigns can use the Segment as a Lead source.

When Public Segment = No:

• The Segment remains available for administrative purposes.

• The Segment cannot be selected in Campaign configuration.

Campaign Integration

Segments are commonly used as Campaign audiences.

When a Campaign selects a Segment:

• All Leads within the Segment become eligible for campaign processing.

• Campaign workflows can send Emails, SMS messages, update scores, move Leads between Segments, and perform other automation actions.

Segment Transfer Rules

Campaign workflows may include actions that move Leads from one Segment to another.

When a Lead is transferred:

Different Segment Categories

If the source Segment and destination Segment belong to different Categories:

• The Lead is added to the new Segment.

• The Lead remains associated with the original Segment.

• Membership information is preserved in both Segments.

Same Segment Category

If the source Segment and destination Segment belong to the same Category:

• The Lead is moved from the original Segment to the new Segment.

• Membership in the previous Segment is removed.

• The new Segment becomes the Lead's active Segment within that Category.

This behavior ensures that Segments can support both classification and progression-based audience management.

Statistics

Summary Statistics

The Statistics tab provides key Segment performance metrics.

Leads Over Time

The Leads Over Time chart displays:

• Leads added to the Segment

• Leads removed from the Segment

• Historical Segment growth and activity trends

This chart helps analyze audience changes over time.

Segment Statistics by Campaign

The Segment Statistics by Campaign chart displays campaign activity associated with the selected Segment.

Statistics are calculated from campaigns that use the corresponding Segment as an audience source or workflow component.

Leads

The Leads tab displays all Leads currently belonging to the selected Segment.

Available information includes:

• Lead details

• Current Segment membership

• Campaign participation

• Marketing activity

• Lead scoring information

This tab provides a real-time view of the audience represented by the Segment.

Important Notes

• Segments are used to build targeted audiences for Campaigns and Marketing Automation workflows.

• Segments are generated based on filter conditions and may change automatically as Lead data changes.

• Only Public Segments can be selected within Campaigns.

• Modifying filter conditions may immediately change Segment membership.

• Segment statistics are updated automatically as Leads enter or leave the Segment.

• Leads can belong to multiple Segments depending on Segment Category rules.

• When moving Leads between Segments of the same Category, the Lead is transferred from the old Segment to the new Segment.

• When moving Leads between Segments of different Categories, the Lead remains associated with both Segments.

• Deleting a Segment may affect Campaigns and workflows that reference it.