Create a Segmentation create-a-segmentation
Segmentation allows you to group people into distinct profiles for reporting and dynamic content. Here’s how to create them.
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Go to Database.
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Click New and then New Segmentation.
note tip TIP You can create up to 20 segmentations. -
Enter a Name, click Add Segment and name it.
note note NOTE Default cannot be moved, edited, or deleted. -
Add as many segments as you want (up to 100).
note caution CAUTION The total number of segments you can create in a segmentation depends on the number and type of filters used and also on how complex the logic of your segments is. While you can create up to 100 segments using standard fields, using other types of filters can increase the complexity, and your segmentation might fail to approve. Some examples are: custom fields, member of list, lead owner fields, and revenue stages. If you get an error message during approval and require assistance in reducing the complexity of your segmentation, please contact . -
Drag and drop the Segments around to change their order. Once done, click on Create.
note note NOTE A person will qualify for the first matching segment in the order defined. note note NOTE You need to define segment rules before you can use your Segmentation. Congratulations! You are one step closer to using Dynamic Content.
related-articles Related Articles Define Segment Rules