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          Create a Segment Based on Account Profile Attributes

          Create a Segment Based on Account Profile Attributes

          Use account profile attributes to create segments for your campaigns that target accounts based on those attributes. This feature is available only if your account is set up to market to businesses.

          Required Editions

          Permissions Needed
          To create a segment: A role with Segments Create/Edit permissions
          1. In the Audiences section of the main navigation, select Account Segments | Account Segments.
          2. Click New Segment.
          3. Enter a Segment Name that describes its purpose.
          4. Select Metrics from the Select Category dropdown.
          5. Select either Text Attribute or KPI from the Select Metrics Rule dropdown.
          6. Select the attribute from the Select an attribute dropdown.
          7. Configure the applicable parameters for the attribute.
          8. Click Save.
          Example
          Example

          Some ways you can use account profile attributes in segments include:

          • Targeting accounts that have had an increase in support tickets in the past 30 days.
          • Targeting accounts that have a particular type of service plan.
           
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          Salesforce Help | Article