If you want to segment your leads based on Conversion Data, follow the step-by-step guide below:
- Access the RD Station Marketing menu and click Engage > Lead Segmentation;
- Click Create segmentation in the upper right corner;
- Enter a name for your segmentation;
- Add the conversion data condition, as follows:
- Select Conversion in the first field;
- Conversion data in the second field;
- Enter the field name;
- Select the condition;
- Enter a term that you would like to filte.
- Add other conditions, if you wish;
- Click Save.
Your segmentation by Conversion Data was created.