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  • LeadBoxer — Lead Data Platform —Documentation
  • 🛠️Getting Started
  • Lead Management Workflow
    • Cold outbound email campaigns
  • How does it all work?
  • 🏗️Fundamentals
    • Leads & Accounts
      • Lead card: Complete lead details in one page
      • Batch operations
    • LeadBoard
    • Reports
    • Definitions & Glossary
    • Elements
      • Filters
      • Segments
      • Workflow Automation
      • Notifications
      • Users
      • Datasets
      • Clients (agents)
      • Lists
      • Enrichment
      • Leadscore
      • Lead & Account Tags
      • Import & Export
        • Upload Leads
        • download data
        • LinkedIn Matched Audiences export
        • Custom Properties
        • LeadBoxer User Interface Placeholder Names
      • Roles & Permissions
  • 🧩Integrations
    • 🌐Website
      • Lead Tracking Pixel
      • WordPress plug-in
        • track my WordPress user logins?
      • Google Tag Manager (GTM)
      • Drupal module
      • Gravity Form Tracking
      • Change website content based on behaviour
      • Track meta data using JSON-LD
      • Cross device tracking
      • Tracking marketing campaign data (UTM tags)
      • UTM tags for Google Adwords
      • How to track user logins
      • Automatic form tracking
      • Manual form tracking
      • How to get (raw) lead data
      • Magento
      • Adobe Tag Manager
      • Unbounce landing pages
      • Tracking pixel into Wix
    • ✉️Email
      • Individual emails
        • Gmail Email tracking
        • G Suite email tracking
        • Official Outlook Add-in
        • Advanced Outlook Add-in
        • Manually Identify leads using email
        • Legacy Outlook plugin
        • Linkedin InMail or Invite Link Tracking
      • marketing emails
        • 1. Setup Tracking Pixel
        • 2. Track Email Opens
        • 3. Track Email Clicks
        • Mailchimp
        • HubSpot
        • Sharpspring
        • ActiveCampaign
        • Pipedrive Campaigns
        • Eloqua
        • Copernica
        • Intercom
        • Mailup
        • Brevo
        • Poppulo
        • Reply.io
        • Spotler mail+
        • Prospect.io
        • Woodpecker
        • Instantly
        • Mailerlite
        • Lemlist
        • Autopilot
        • Constant Contact
        • dotdigital
        • Apollo.io
        • LaPosta
        • Customer.io
        • Campaign Monitor
        • QuickMail
        • Outreach
        • Mail Merge (MS Word)
    • Other
      • Active Campaign
      • HubSpot
      • Marketo
      • LinkedIn
        • LinkedIn job titles search
      • Google Places
      • Calendly
      • How to get LeadBoxer data into Intercom
      • Zapier
        • Advanced Zapier usage
        • Zapier webhook
        • Connect Leadboxer to Pipedrive with Zapier
        • Connect Leadboxer to Slack with Zapier
        • Connect Leadboxer to Salesforce with Zapier
      • Pipedrive
        • Pipedrive Workflow Automation with LeadBoxer
      • Whatagraph
      • Google BigQuery
      • Single Sign On (SSO)
  • 🦮Guides
    • Creating your first Segment
    • Creating your first LeadBoard
    • How to add a user
    • How to upload a List (ABM)
    • How to add a datasets
    • How to create a notification
    • How to set your Leadscore
    • How to hide & unhide Leads
    • Filter Leads from ad campaigns
    • How to create a Workflow Automation
    • How to mask IP addresses
  • 🏆Solutions
    • Lead Identification
    • Lead Qualification
    • Lead Managment
  • Extras
    • Changelog
    • Email tracking info
    • linkedIn industries
    • LeadBoxer reseller getting started
    • How to contact leads
    • LeadBoxer cookies
  • Terms of Service
  • Privacy Policy
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  1. Guides

Creating your first Segment

PreviousSingle Sign On (SSO)NextCreating your first LeadBoard

Last updated 2 years ago

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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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