Creating Segments

There are multiple settings in the “Edit Segment” screen to allow you to create a list of the most relevant companies.

Company criteria

You can use any data point available in your GoodFit app to filter the companies 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 companies that are considered Tier 1 and then further filtering by location to create a book of business for reps targeting North America.

Inclusion & Exclusion rules

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).

Any companies matching the domain list will be included regardless of whether it matches the criteria or not. It must be present in your GoodFit dataset as well!

You can also exclude companies 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 companies that are 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.

Pro Tip: You can create static segments for competitors & clients and reuse them for exclusion across different segments.

Limits & Sorting

You’re also able to limit the size of the list by taking the top N companies based on the data point 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 companies, for example, for A/B testing (if you're testing a new campaign / audience and don't want to engage all matching companies).

Preview

As you tweak the segment criteria, 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.

Column Selection

Once you’ve saved a segment, you’re also able to select which data points are displayed. By default, only data points used in the segment criteria are displayed.