Create and Manage Segments

Context

Segments are a unique group of accounts, people, opportunities, or activities that share common characteristics, allowing you to target specific markets. See Understanding Segments. 

You can create, manage, duplicate, and delete segments on the Segments page. 

Prerequisites

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Steps: Create Segments

1. From the left navigation bar, go to  Settings > Demandbase-Wide Settings > Segments and click Create New.
2. In Name, enter a segment name. For example:
   • Account Segments: Region, Industry, Account Type
   • People Segments: Job Title, Department, Persona
   • Opportunity Segments: Product, Opportunity Amount, Opportunity Type
   • Activity Segments: Marketing vs. Sales Engagement, Source, Product
3. In Member Type, select Accounts, People, Opportunities, or Activities. 
4. Click Create Segment.
   
   
5. Click the plus sign to add groups.
   
   
6. Enter a group name and click the pencil icon to define each group.
   
7. Click the plus sign to add selector criteria.
   
8. Using selectors, choose the criteria for the group and click Apply. 
   
9. Click Close. 
10. Click the plus sign to create additional groups and repeat steps 6-9.
    Important: If a person, account, opportunity, or activity qualifies for multiple groups, Demandbase assigns them to the first group they qualify for. Drag and drop to arrange the groups so that the one intended for your most important records is at the top.
    For example, in a Campaign Responses segment, accounts may respond to both ABM Certification and Content Marketing campaigns. You may want to put the Content Marketing group first, because the Content Marketing campaign is a priority for your marketing team. 
    
    
11. Click Save.

Steps: Manage Segments 

1. From the left navigation bar, go to  Settings > Demandbase-Wide Settings > Segments and click on a segment. 
2. Edit the segment using the following actions: 
   • To edit the segment name, click the segment name. 
   • To edit a group name, click the group name. 
   • To edit a group criteria, hover over the group and click the pencil icon.
   • To delete a group, hover over the group and click the trash icon.
   • To add a group, click the plus sign.
     
     
3. Click Save. 
   

Steps: Duplicate Segments

1. From the left navigation bar, go to  Settings > Demandbase-Wide Settings > Segments. 
2. Click the checkbox next to the segment you want to duplicate. 
3. Click Take Action and click Duplicate.
   Tip: You can only duplicate one segment at a time. 
   
   
4. Enter a name and description (optional) for the segment and click Duplicate Segment.  
5. (Optional) If you have a license for Workspaces, choose the workspace you want to create the segment in. 
   

Steps: Delete Segments

1. From the left navigation bar, go to  Settings > Demandbase-Wide Settings > Segments. 
2. Click the checkbox next to the segments you want to delete. 
3. Click Take Action and click Delete. 
   
   
4. Click the checkbox next to Delete segment and enter the number of segments you want to delete.
5. Click Delete.