Creating Segments
Last updated
Last updated
There are multiple settings in the “Edit Segment” screen to allow you to create a list of the most relevant accounts.
You can use any data point available in your GoodFit app to filter the accounts to be included in the segment. This includes calculated fields such as Score, Tags, or even other Segments.
Filtering by other segments is especially powerful because it allows you to effectively create sub-segments. In the example below, we're first matching accounts that are considered Tier 1 and then further filtering by location to create a book of business for reps targeting North America.
You can also build segments using lists from other systems. You can paste in a list of domains to be included (e.g. if you want to create segments for event attendees or retargeting campaigns).
You can also exclude accounts based on a list of domains. This is useful if you want to make sure that you exclude competitors or existing clients.
You can also exclude any account that is already present in other segments using the "Exclude Companies from other segments" feature. This is particularly useful if you’re creating audiences for campaigns and want to make sure that there’s no overlap.
You’re also able to limit the size of the list by taking the top N accounts based on the field you’ve used for list ordering.
There are two main use cases for this setting:
You can create a segment that includes your top-scoring companies.
You can pick a random subset of accounts, for example, for A/B testing (if you're testing a new campaign / audience and don't want to engage all matching companies).
As you tweak the segment config, the preview of companies will be automatically reloaded. You can use it to review the companies included in the segment, as well as to estimate the size of the segment.
Once you’ve saved a segment, you’re also able to select which columns are displayed. By default, only columns used in the segment filters are displayed.
