How to Create, Edit, or Delete a Segment

Segments give you the ability to identify and group visitors based on categories you define as significant. Each segment is made up of one or more rules. Each rule lets you define a category you want visitors to match with. You can add multiple values to each category. If you do so, those values have an or relationship. For example, if you create a rule for city equals Toronto Boston, it will match with visitors from Toronto or Boston.

If you create multiple rules, those rules have an and relationship, meaning a visitor will only match if it satisfies all rules. For example, if you create a rule for city equals Toronto and a rule for revenue range equals $5M – $10M, the account must match both.

Once you’ve created your segments, you’ll use them with routes to direct visitors to audience-specific content that is most likely to be of interest to them.

All non-geographic account identification within PathFactory is provided by 6sense by default. However, mutual customers of both PathFactory and Demandbase can have this information provided by Demandbase; contact your Customer Success Manager if you’re interested in setting this up.

For a full explanation of all available segment categories, read Introduction to segment categories.

This article covers:

• How to create a segment using standard rules
• How to create a segment with 6sense categories (for 6sense customers)
• How to create a segment using a Demandbase watchlist (for Demandbase customers)
• How to edit, copy, or delete a segment

Create a Segment

1. Navigate to the gear on the top right of the screen, and then select Personalization in the menu that appears.

   

2. In the top right of the menu that appears, select + Create Segment.

   

3. Enter a name for your segment. If you want to duplicate an existing segment, select Clone an Existing and choose the segment.

   

4. Select Create Segment.
5. Select + Add Rule.

   

6. Add a query parameter choose the category you wish to segment by. For example, choose City if you want to create a segment based on visitors from a specific city. For a full list of categories, read Introduction to Segment Categories.

   

7. Select Operator and choose the option that matches your intent. Different categories have different operators, but in general the following options are available:
   • equals to include visitors who match the specified values
   • does not equal to exclude visitors who match the specified values
   • greater than for numeric categories
   • less than for numeric categories
   • contains to include visitors who at least partially match the specified values
8. In Values, enter the values for your rule. After entering each value, press Enter.
9. If you want to add another rule to your segment select + Add Rule. Repeat steps 6 through 8 for each rule you add to the segment.
10. Continue adding rules to the segment until you’re happy. When you’re done, select Save.

Create a Segment Using 6sense Categories

For those customers who are also customers of 6sense, there are two additional segments available:

• 6sense Segment
• Buying Stage

6sense Segment allows you to bring the segment groups you built within the 6sense platform into PathFactory. You can use these segments to route your traffic to specific PathFactory experiences. You must exactly match the 6sense segment name in the Category field in PathFactory.

Buying Stage allows you to set the segment to match the buying stage you defined in 6sense.

Create a Segment Using a Demandbase Watchlist

Segments using a Demandbase watchlist are created the same way as normal segments. The only difference is the Category matches the Demandbase watchlist category.

1. Once you have created a new segment, under Demandbase Watchlist, select + Add Rule.
   

   

    

2. In Category, enter the exact Demandbase Watchlist category. You must enter the exact category name and values for your watchlist. If you need to confirm these, contact your Demandbase support representative.
3. Complete the rest of the rule. Refer to steps 7 through 10 in the preceding Create a segment procedure.

Edit, Copy, or Delete a Segment

You can edit, copy, or delete an existing segment using the icons under the segment’s name.

To edit a segment, select Pencil. Edit the segment, and select Save when you’re done.

To copy a segment, select Copy. Enter a name for the new segment. All the existing rules from the segment you copied will be included in the new segment.

To delete a segment, select Trash. In the confirmation dialog, select Remove Segment.