Creating your first Segment

How to create a segment

  1. Set one or more Filters - you can use the filters to filter in or out leads with specific properties

  2. Click Apply to verify if the filters you have set produce a meaningful result.

  3. If you think the results are interesting or meaningful for you or your team, click Save.

  4. First You need to give your segment a name, and choose to make it private or public within your account.

  5. Additionally, you can choose to have the segment emailed to you and your team in either HTML format (designed) or as an CSV (spreadsheet)

Please see the screen shot below which gives you a visual representation of the steps

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