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Segment Examples

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Segment Examples

The quickest way to get started with segments is to use the quick filters or send to campaign members options. But if you want to further customize your audience segments, use Segment Builder. For best results, verify field values on corresponding records, and copy and paste those values into the segment canvas.

Required Editions

Available in: Lightning Experience
Available in: Free, Starter and Pro Suite Editions.

Email Opens in Recent Time Frame

Example
Example

These rules pull leads and contacts who opened any email they received from you in the last 90 days.

  • Primary object: Email Engagement
  • Operator: AND
  • Engagement Channel Action: Is Equal To Open
  • Engagement Date Time: Last Number Of Days is 90
Segment criteria showing Email Engagement fields.

Engagement with a Specific Campaign’s Email

Example
Example

These rules pull leads and contacts who interacted with a certain campaign’s email. Engagement channel action values include Send, Open, Click, Bounce, Complaint, and Opt Out. To filter positive or negative actions, use one or more of these values.

  • Primary Object: Bulk Email Message
  • Operator: AND
  • Campaign: Is Equal To Fall Service Reminders
  • Engagement Channel Action: Has value
Segment criteria showing Bulk Email Message fields.

Open Opportunities with Specific Lead Sources

Example
Example

These rules pull leads and contacts who were sourced from a trade show or webinar and now related to an open opportunity. Verify available Lead Source field values before entering values on the segment canvas.

  • Primary Object: Opportunity
  • Operator: OR
  • Lead Source: Contains tradeshow
  • Lead Source: Contains webinar
Segment criteria showing Opportunity fields.

Open Opportunities Worth a Certain Amount

Example
Example

These rules pull leads and contacts with an open opportunity that’s valued at more than $10,000.

  • Primary Object: Opportunity
  • Operator: AND
  • Opportunity Stage: Does Not Contain Closed
  • Total Amount: Is Greater Than 10000
Segment criteria showing Opportunity fields.
 
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