Creating Segments

Segments are customizable cohorts of high-intent accounts/developers/buyers, built using specific filters or attributes. They help you pinpoint where accounts/developers/buyers 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: Click on Segments in the left navigation panel

Step 2: Click on Create New

Step 3: You can choose to create either a Basic 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: Select the type of segment - Accounts, Developers or Buyers and click on Next

Step 5: Name the Segment

Step 6: Add a Tag Name and Tag Description. Tags in Reo.Dev enable you to quickly filter and prioritize accounts based on the specific criterias as defined in the segment.

Here's the complete guide on using custom tags in Reo.Dev

Step 7: Click on Add filter

Step 8: Choose from a multitude of filters as per your requirement

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

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

AND: 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.

OR: 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.

Once you've added the filters, you can see the number of accounts matching this criteria.

You can also choose to set this segment as a default segment by clicking on the 'Set this ad Default Segment' checkbox. This ensures that 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

Once you’ve created a segment, you can take several actions on it—like enabling alerts, syncing it to your CRM, sharing it with your team, and more.

Here’s a detailed guide covering all the actions you can take on a segment.