Getting started with Segments

Segments are the starting point for all marketing workflows in Clearbit X. A segment is a group of people or companies defined by Clearbit enrichment data, custom `identify` traits, page views, and Salesforce data. You can use these Segments to trigger powerful marketing workflows like automatically syncing to ads platforms or sending sales Alerts to your reps.

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Build your first segment

First, think through the segment that you'll be creating. For the purpose of this tutorial, we'll pretend that you want to create the following segment:

Accounts with open Opportunities for companies that have at least 500 employees, and have either hit your website 10 times this week or have hit your pricing page once.

To start building your first segment, head to the companies tab (the process is the same for people) and hit the white and green New Segment button at the bottom of the lefthand sidebar.

We'll start by selecting our first attribute - 

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Segment attributes are organized by source, like "Clearbit" or "Salesforce" in the above screenshot.

Options

First, let's start by adding the attributes for the criteria "Companies with a Closed Salesforce Opportunity AND that have 500 or more employees."

  1. From the Salesforce -> Opportunity section, select the Closed attribute and set to false
  2. Click Add Condition icon 
  3. From the Clearbit section select the Company Employees attribute and set it to >= 500

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 Next, we'll add the attributes for the second set of conditions:

"...And have either hit your website 10 times this week OR have hit your pricing page once."

Since the last two criteria for this segment use the OR operator, we need to group them together. Groups can be added by clicking Add group, and as the name suggests allow you to group several criteria with a common operator (AND/OR).

  1. Click Add group
  2. From within that group add an All page views criteria and set it to 10 times in the last week
  3. Add a second criteria to that group  - Page views matching with the path set to /pricing and time frame set to 1 time in the last day.
  4. Lastly, click the AND in your second group to change it to an OR.

That's it! You're final segment should look like this:

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Once you hit save, your segment results will automatically generate. This can take up to a few seconds.

Note: Keep in mind that companies and people can be created from a variety of sources both implicit and explicit. If you want to query only companies/people that have hit your site, you'll want to make sure to add a page view criteria to your segment.

 

Salesforce Groups

You may have noticed that all Salesforce attributes appear within a special blue group. These groups indicate that any attributes within them must apply to the same Salesforce record. 

For example, the following would return any company that has an associated Account that is both Owned by Lejf and is Type Partner.

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Whereas, this next one would return companies with associated accounts owned by Lejf and an Account with type Partner, regardless if both attributes were present on the same account.

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Nesting in Salesforce Groups

In Salesforce, Opportunities belong to an Account. We have maintained that relationship in our Salesforce Groups. You'll notice that each Salesforce Group in Company segments has an Account and Opportunity section. Any opportunity criteria entered must apply to an opportunity owned by an account with the criteria above it. For example - 

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The above will return companies with Closed Won Opportunities at an Account owned by Lejf.

Note that in People Segments Contacts are similarly nested under Accounts, while Leads are stand alone records.

View your segment

Once you've made your segment, you can view them under either your People or Companies view.

You can also customize the columns displayed or download an ad-hoc CSV from the menu in the upper right.

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What's next?

There are many different ways you can use Clearbit X where a timely notification is valuable to act on. Here are some common segments broken out by teams within a company:

Once you've built your segments, then the next step is setup destinations where your notifications will be sent.