Creating and Using Company Segments
Company Segments
Go to app.getsignals.ai
1. Click "Company Segments"
To access Company Segments, go to "Contacts" in the left sidebar, then click on the "Company Segments" tab.
2. Go to "Add Segment"
In the top right corner of the Company Segments page, click "Add Segment." A pop-up modal will appear.
3. Choose between a dynamic or static segment
Give your segment a name (required) and a description (optional, only visible internally), then choose between a dynamic or a static segment.
4. Dynamic Segment:
This is a dynamic segment. Dynamic Segments allow you to create a segment based on various criteria. Filter options include industry, annual revenue, company size, location, and CRM attributes if you have a CRM integrated).
Companies will be recognised and included in this type of segment if they match the criteria you set, whether or not they are already in your account list or even your CRM.
5. Static Segment
This is a static segment. Static Segments allow you to create a static list of specific accounts. You can either multi-select accounts that already exist in the system, or upload a CSV of accounts directly into a segment in the bottom-left of the page.
Uploading a CSV of accounts will allow you to either keep or overwrite the existing account owner if your import includes accounts that already exist in the system.
6. View or edit segments
Once you've created your segment, click on it from the list of Company Segments to view the list of accounts included, edit the segment criteria, or export the list in CSV format.
7. Use Case: PlayMaker
One use case for company segments is conditional branching in PlayMaker, or chatbots. You can create personalised messages, bots, or plays for the segments you've created. You can then direct current customers to support, open sales opportunities to their account executives, and new prospects to the proper team of reps.
You can also create an alert for a segment with various triggers so that your reps can be notified without waiting for a site visitor to engage with chat.
8. Use Case: Account Ownership
Our Salesforce integration supports account ownership by segment, allowing you to refer to different ownership fields in Salesforce depending on the segment an account falls under.
