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            Create a Segment Based on B2B Detect Data

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            Create a Segment Based on B2B Detect Data

            Create segments for your campaigns that target users according to IP data sources and NAICS industry codes. This feature is available only with B2B Detect. Using B2B Detect, you can create personalized calls-to-action, case studies, and banner images based on a user’s industry or company name. You use three location rules to create the segment for B2B Detect data.

            Required Editions

            Permissions Needed
            To create a segment: A role with Segments Create/Edit permissions
            Important
            Important Account Profiles was retired in August 2024. For more information, see Personalization Account Profiles Retirement.
            1. In the Audiences section of the main navigation, select User Segments | User Segments.
            2. Click New Segment.
            3. Enter a Segment Name that describes its purpose.
            4. Select Location from the Select Category dropdown.
              1. Select Company from the Select Location Rule dropdown.
              2. Select Contains one of from the User’s Company dropdown.
              3. Begin typing the company name and then select it from the dropdown list that appears.
              4. Add more companies as necessary.
            5. To create the second rule, click New Rule and ensure the And logical operator is selected.
              1. Select Location from the Select Category dropdown.
              2. Select Near from the Select Location Rule dropdown.
              3. Select ZIP code from the User’s dropdown.
              4. Enter a number into the is within | miles of field.
              5. Begin typing the ZIP code and then select it from the dropdown list that appears.
            6. To create the third rule, click New Rule and ensure the And logical operator is selected.
              1. Select Location from the Select Category dropdown.
              2. Select Industry from the Select Location Rule dropdown.
              3. Select Is one of from the User’s Industry dropdown.
              4. Begin typing the industry name and then select it from the dropdown list that appears.
              5. Add more industries as necessary.
            7. Click Save. The Personalization system displays the Users tab with a list of users that meet the segment’s criteria.
            8. Click the Membership, Segment Compare, and Category Affinities tabs for data analysis and further targeting.

            See Also

             
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