Building Lead Segments

Marketing > Lead Segments defines reusable audiences. A segment can combine basic lead fields with lifecycle stage, trust, financial characteristics, market signals, communication history, and enrollment behavior.

1. Name the audience rather than the campaign it may receive.
2. On Basic, choose only the necessary geography, priority, purpose or product, and first-time-buyer criteria.
3. Review Lifecycle & Trust, Financial, Signals, and Communication for the smallest additional rule set needed.
4. Use Enrollment to decide whether matching leads are processed automatically and whether a campaign is paired with the segment.
5. Review the match count and sample records before using the segment for outreach.