How to use Segments

Learn how to organize and filter your leads and visit information into meaningful groups for sales and marketing.

Jerre avatar
Written by Jerre
Updated over a week ago

Segments are used to organise leads into different groups based on company details and behaviour. Filters are applied to define the rules that determine which Segments a lead enters.

There's a large variety of filters available such as industry, size, time on site, specific URL's visited, sources (UTM parameters) etc. .

Segments can be used to create lists of all of the companies visiting your website that match your target audience (qualify as a good fit lead). Leads or return visits can then be automatically passed on to team members using Automations and Integrations.

In addition Segments are used to run basic analysis on the results of marketing activities such as an advertising campaign or channel.

This guide will show you how to create your first Segments.

How to get started using Segments

๐Ÿ‘‰ Head over to the โ€œfiltersโ€ button located under โ€œall leadsโ€.

๐Ÿ‘‰ The "Choose a filter'' dropdown will contains the filter options available.

๐Ÿ‘‰ IF, AND, OR logic is used within the filters.

A simple Segment example

Youโ€™d like to make a segment to find all of the leads in Marketing and Advertising or Software industries.

๐Ÿ‘‰ Select โ€œCompany Industryโ€

๐Ÿ‘‰ Choose โ€œisโ€

๐Ÿ‘‰ Select the desired industry "Marketing and Advertising''

๐Ÿ‘‰ Use the OR logic (a company cannot belong to 2 industries)

๐Ÿ‘‰ Repeat steps 1 to 3ย 

๐Ÿ‘‰ Save as smart segment

To build more complex segments it's important to use the correct AND / OR logic in order to return the right results. This is done by making use of filter groups as seen below.

๐Ÿšจ To simplify this and save a lot of time we highly recommending using Lead Scoring rather than complex filter groups. Learn how to set this up with the Lead Scoring Implementation Guide.

A complex Segment example

Just in case you decide not to use Lead Scoring here is a more complex :

The target group is Marketing and Advertising with between 11 and 200 employees that spent at least 30 seconds on the website.

For the filtering to work:

๐Ÿ‘‰ AND is used to link Marketing and Advertising and 10-50 employees and 30 seconds - creating a filter group.

๐Ÿ‘‰ OR is then used to add in the next filter group that contains 51-200 employees.

๐Ÿ’ก Essentially every time you use the OR filter the chain logic is broken and as such you need to repeat the group to return results.

When you are happy with the filters and have double checked the logic, hit apply filters to see the results.

Once you are ready to save your segment for future use, hit โ€œSave as smart segmentโ€.

How to access saved Segments

๐Ÿ‘‰ In the top bar next to ''All Leads" and ''Spam" you can see your saved Segments

๐Ÿ‘‰ Simply click on the Segment e.g. ''High Intent'' to view the leads in this list.

As always, please drop us a line to say hello, talk ideas or suggest improvements. Team Snitcher signing out ๐Ÿ‘‹

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