A segment is where contacts and/or accounts are divided into particular groups according to specific criteria. When creating Segments, keep the following in mind as best practice;
- A contact/account should only belong to 1 Segment in the Segment Type at a time.
- It is recommended to map out a 'progression path' that a contact/account can take through your Segment Stream (type) before creating the segments.
1. Add Segment Types
Segment Types are streams or groups of Segments that are related to each other. The person should only ever fit into one of the Segments in that Type. e.g Type: Age range. Segments could include: Teens, Adults, Over 50's etc
A. In the top right corner click Setup.
B. Click Object Manager and scroll down to Segment and click on that link.
C. Click Fields and Relationships and then select Type by clicking on it.
D. Scroll down to Values and click New to add new values or edit one of the default segments to your own custom names.
E. Type in the new values into the box and click Save.
F. You will see the new values reflected in the Values list.
2. Create Fields on Account or Contact to choose the segments
In the Account or Contact object, create a new field of type Lookup to the 'Segment' object.
Give the field an appropriate name, i.e the Segment Type name.
3. Filter values
click the Show Filter Settings
Add a Filter field and select Segment>Type
Enter the criteria for the filter i.e Segment Type equals Value of <name of type> (use the magnifying glass to search for the type value)
Complete creating the field
4. Create your own Segments
Go to the Segments tab and click New to create your own segments.
Make sure you select the Type the segment belongs in. Click Save.
e.g for the "Macro" type, you can create "Wizard, Subject Matter Expert, Standard User, Noob" as different Segments of that stream/type.
Segment list view
Segment detail view
- where you can locate segment record ID
after this, you need to setup segmentation settings.