Note: this content applies to the Light, Basic, and Pro plans. To learn more about each of the plans, click here.
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.
Tip: Click here to learn more about the difference between Conversion Data and Lead Data.
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