Learn more about the meaning of each term in Lead segmentation:
Tag: segmentation based on tags helps you find leads with a particular tag.
Date created: segment leads that were generated on, before or after a certain date, and between specific dates.
Opportunity: find leads that are opportunities or lost opportunities (those unmarked as opportunities) in a given period.
Sale: Find leads that have or have not had a sale marked since they entered your lead base.
Funnel stage: every lead in your base can be categorized into one of the 3 funnel stages: Lead, Qualified Lead or Customer.
Profile: using Lead Scoring features, your leads are distributed into one of four groups (A, B, C and D), where leads in group A are the most likely to become customers and those in group D the least likely. This segmentation is very useful, especially in combination with Interest conditions, to create nurturing workflows and automations to mark opportunities.
Interest: With Lead Scoring set up, conversion, email open and click, and automated workflow actions started or completed are scored and help show the level of interest your lead has in your product or service.
Segmenting based on the interest score in combination with Profile groups is a valuable resource for creating nurturing workflows as well as automations to mark opportunities.
Visited page: segments leads that visited one or more pages in a given period.
Conversion: every time a lead fills in a Landing Page form to access content, they carry out a conversion. Other events that can be considered conversions include: integrated forms, use of integrations, imports, etc.
Lead converted / Lead did not convert
Via event: allows you to segment leads that have converted via a given event. The event can be a Landing Page, integrated forms, imports, integrations with your CRM, etc.
Via traffic source: Find leads that have converted via a particular traffic source. The options include Direct Traffic, Email, Referral, Social, Organic Search, Paid Search, Other, Other Advertising, Display, Unknown.
More than / Fewer than / Exactly: find out how many times the lead converted via the events.
On, before, after and between dates: set a date or period to segment leads that have converted.
Opened email: allows you to segment leads that opened emails in a given period.
Clicked email link: find leads that clicked on any of the links added to the email campaign sent and selected in the condition.
Other actions: starting or completing a workflow, as well as open and click interactions with emails sent as part of the workflow can be used to segment leads in automated workflows.
Started / Did not start: all leads that meet the workflow entry conditions will enter the segmentation, even if the lead is removed from it before performing any of the actions in the workflow.
Completed the workflow: only leads that have completed every step of the workflow will enter the segmentation. Leads that were removed before completing the workflow will not be considered.
Opened email: if the workflow selected in the condition contains the send email action, you can segment the leads that opened the email sent.
Clicked email link: if the workflow selected in the condition contains the send email action, you can also target leads that clicked on any of the links that were added to the workflow email.