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Creating Account-based segments
Creating Account-based segments
Derek Skaletsky avatar
Written by Derek Skaletsky
Updated over a week ago

Create Segments based on Accounts to view the number and list of accounts that meet your rule set.

With Account-based segments, you can:

  • view key activity and engagement metrics

  • compare the engagement scores of your different Account segments

  • dig into the detail of any Account segment and see the Accounts that meet your criteria.

Creating Account segments

Simply click on the Custom Segments + button.

From there, you can create Account segments based on events, traits, active status, # of users or engagement scores (or any combination).

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