How do I save a Segment
In the Accounts Side Menu you will see a list of the segments that you have access to. Any segments you create for your own use, you will want to save into the My Segments section. Why?
- You can access the updated/live segments with one click rather than create them from scratch each time.
- You can configure alerts to notify of changes to these segments.
- You can trigger Playbooks for Accounts/Contacts entering a segment.
To save a segment (see video below)..
Once you have configured a Segment to your satisfaction, click the Save This Segment link.
In the pop up, give the segment a name
There are 2 toggle options,
- Share this Segment with your Team? If you choose Yes this Segment will appear in the Shared Segments section of the Accounts Sidebar Slider
- Apply a Tag to these Accounts. Here you can crate a Tag name and add a Tag color, these will be applied to the Segment and accounts within the Segment.
