You can use segmentation rules to create a list of prospects and
apply a segmentation action based on specific criteria. Unlike automation rules, segmentation
rules don’t run continuously. Segmentation rules run once and match only the prospects that meet
the rule’s criteria when the rule runs.
Required Editions
| Available in: All Account
Engagement Editions |
- Create a Segmentation Rule
Create a segmentation rule to run a one-time segmentation action on prospects that meet your criteria.
- Segmentation Rule Criteria
Segmentation rules use criteria to filter matching prospects to apply actions. The criteria are available in the first dropdown in the Rules section of your segmentation rule.
- 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.
