Account engagement segmentation rules refer to the criteria used to categorize or group prospects based on their level of engagement with the company. These rules help businesses target their resources and efforts more effectively by tailoring their engagement strategies to different segments of prospects. The specific segmentation rules can vary depending on the company’s goals, industry, and customer base. This article explains Segmentation Rules and Lists in Account Engagement.
Segmentation Rules
Segmentation rules create a list of prospects and apply a segmentation action based on specific criteria. Segmentation rules don’t run continuously. Instead, they run once, retroactively evaluate your database, and match only the prospects that meet the rule’s criteria when the rule runs.
Rule Logic
Segmentation rules use criteria to filter matching prospects to which the user applies actions. When you build your rule, you select and combine various criteria. The criteria are available in the first dropdown in the rules section of your segmentation rule.
The final part of building a segmentation rule is defining which actions you want the rule to take. Actions may include any of the following:
- Add prospect to list
- Add prospect to Salesforce campaign
- Add list
- Apply tags
- Remove prospect from list
- Remove tags
A sample segmentation rule and the captured prospects segmented based on that rule is shown below.
Segmentation lists
Lists are groups of prospects for sending list emails or feeding to engagement programs. Use tags to sort, filter, and organize your prospects and marketing assets.
Static List
- A static list consists of prospects that you build once and edit manually to make changes.
- We can use a static list when we have no reason to remove prospects, such as a list of all prospects who complete Contact Us form.
- We can add prospects to and remove them from a static list.
Dynamic List
- A dynamic list is rule-based and automatically updates when a prospect’s data changes.
- The benefit of a dynamic list is that it’s created based on criteria and updates as prospects meet or fail to meet the criteria.
- Dynamic lists are most helpful when we’re creating a list based on prospect data that changes often.
- A dynamic list refreshes constantly, adding prospects who match the criteria and removing prospects who don’t.
To learn more about Segmentation Rules and Lists in Account Engagement, click Segmentation (salesforce.com)
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
