Overview:
Segmentation lets you group leads by attributes or behavior so you can apply more relevant nurturing workflows.
Steps:
Go to Leads & Deals → Leads → Filters.
Build a filter (e.g., “Industry = Healthcare” AND “Visited Pricing Page”).
Click Save as Segment and give it a name.
In Automation & AI → Workflows, set your workflow trigger to “When lead enters [Segment Name]”.
Activate the workflow for that segment.
Tips & Best Practices:
Create segments for high‑value verticals or use cases.
Regularly refresh segment criteria to capture new behavior.
Combine segments with scoring thresholds for “hot” campaigns.
Troubleshooting / FAQs:
Q: My workflow isn’t triggering on segment entry.
A: Ensure the segment is correctly saved and that leads meet the filter criteria.
Q: Segment list is empty.
A: Check your filter logic and date ranges to make sure they match lead data.