With Segments, you can slice and dice your customers in meaningful ways to analyze and take targeted actions on.
Click on the ‘+’ sign beside Segments on the side menu
Name your Segment and select the Object type
Click ‘Save.’
🎉 That’s it!
Slice your Segment further with sub-segments.
Go into a ‘Segment’ view.
Simply slice your Segment by using ‘Filter’. (E.g. I want to filter my Pro accounts that have a conversion probability of more than 70%)
Add sorting rules and/or fields on display to enrich the sub-segment view.
Name your sub-segments according to its business meaning.
Create more sub-segments by clicking on the ‘+’ icon.
🎉 That’s it!