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Creating Segments

Segments are customizable cohorts of high-intent accounts or developers, built using specific filters or attributes. They help you pinpoint where accounts or developers are in the buying journey, assess intent signals based on developer activity, and take targeted actions. With Segments, you can prioritize outreach and focus on the most promising opportunities, driving better conversion outcomes.

Creating a Segment

Step 1: Navigate to Segments in the nav bar.

Step 2: Click on Create Segments.

Step 3: Choose between creating a Basic segment or an Advanced segment.

Resource: Explore our comprehensive Basic & Advanced Segments Guide to understand how to create targeted lists using simple or complex filters. Learn key differences, best practices, and discover when to leverage Basic Segments for quick results or Advanced Segments for multi-layered, precise targeting.

Step 4: Decide whether to create a segment for Accounts, Developers or Buyers.

Step 5: Name the segment.

Step 6: Click Add Filters.

Step 7: Choose from a multitude of filters as per your requirement.

You can apply two main conditional operators to refine your results.

Match all: This operator will allow you to create AND condition between two different attributes. For example, create a segment with two different attributes - Activity type [Fork] and Revenue [$0 - $1M] and then select Match All. This will display all accounts where developers have forked AND fall within the specified revenue range.

Matches any: This operator will allow you to create OR conditions between two different attributes. For example, create a segment with two different attributes - Activity type [Fork] and Revenue [$0 - $1M] and then select Match Any. This will display all accounts where developers have forked OR fall within the specified revenue range.

Resource: Learn more about the full range of filters you can use in Filters 101.

You can also choose to set this segment as a default segment by clicking on the 'Set this ad Default Segment' checkbox. This ensures tha every time you land on the Accounts, Developers, or Buyers dashboard, you’ll instantly see the accounts/developers/buyers from that default segment.

Step 8: After adding the filters, click on Save and Exit.

You can view the segment that you created under the My segments on the Segments page.

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