Segmentation Rule Actions

Segmentation rules filter prospects by criteria and then apply a segmentation action to matching prospects. The actions are available in the first dropdown in the Actions section of your segmentation rule.

Required Editions

Available in: All Account Engagement Editions
Add prospect to list Adds a prospect to a list.
Add prospect to Salesforce campaign Tags a prospect with a Salesforce campaign.
Add list Adds prospects that match the segmentation rule to a new list.
Apply tags Applies a tag to a prospect.
Remove prospect from list Removes a prospect from a list.
Remove tags Removes tags from a prospect.