Create and Manage Segments

Segments group accounts, people, opportunities, or activities based on shared characteristics, allowing you to organize data and target specific markets.

You can create, edit, duplicate, and delete segments. See Understanding Segments. 

Tip: To view the records that qualify for a segment, go to Database > [Object] Segments. Click the eye icon next to the segment name.

Prerequisites to Create and Manage Segments

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

Create a Segment

1. From the left navigation bar, go to Database > [Object] Segments.
2. Click Create New.
   
3. Under Segment Name, enter a name for the segment. Examples include:
   • 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
4. Under Segment Description, enter a description.
5. Click Next. 
   
6. Under Segment Groups, click + Add another Segment Group.
7. Enter a group name and click the pencil icon to define the group criteria.
   

8. Use selectors to define the criteria and click Apply.
   Important: Special selectors cannot be used in segments.
   

9. (Optional) Repeat steps 6–8 to add more groups. Drag and drop groups to arrange them in priority order.
   Important: If a record qualifies for multiple groups, Demandbase assigns it to the first qualifying group. Place your highest-priority group at the top. For example, if accounts qualify for both the ABM Certification and Content Marketing groups, place Content Marketing first if that campaign is a higher priority.
   
10. Under Other Groups, enter a name for the default group, such as Default Group.
    Tip: Records that don't qualify for any other group are automatically assigned to the default group.
11. Click Next. 
    
12. Review the segment details and click Save.
    Tips:
    • To edit the segment criteria before saving, click the selector value box.
    • To see how many records qualify for the segment, click the refresh icon.
      

Edit a Segment

1. From the left navigation bar, go to Database > [Object] Segments.
2. Click the name of the segment you want to edit.
3. Update the segment details as needed:
   • Segment name: Click Step 1: Segment Name and update the name.
   • Group name: Click Step 2: Segment Criteria and update the group name.
   • Group criteria: Click Step 2: Segment Criteria, click the pencil icon for the group, and update the selectors.
4. Click Save.
   
5. Click Save.

Duplicate a Segment

1. From the left navigation bar, go to Database > [Object] Segments.
2. Select the checkbox next to the segment you want to duplicate.
   Tip: You can duplicate only one segment at a time.
3. Click Take Action > Duplicate.
   
4. Enter a name and description for the new segment.
5. (Optional) If you have a Workspaces license, select the Workspace where you want to create the segment.
6. Click Duplicate Segment.
   

Delete Segments

1. From the left navigation bar, go to Database > [Object] Segments.
2. Select the checkboxes next to the segments you want to delete.
3. Click Take Action > Delete. 
   
4. In the confirmation dialog, select the Delete segments checkbox and enter the number of segments you want to delete.
5. Click Delete.