Our Segmentation Wizard is a great new tool that simplifies dynamic list building. It allows you to quickly and easily create predefined lists of prospects for targeted campaigns. The Segmentation Wizard runs much faster than automation rules and should become your go-to method for most list-building actions.
Unlike automation rules, which run continuously, segmentation rules allow you to generate a one-time list of prospects that is tailored to your exact specifications. Setting up segmentation rules is simple: Use data fields and list membership to create rules that define the new list’s membership and the desired actions, and then run the wizard to set it all in motion. Say you want to target only marketing executives located in New York City–the Segmentation Wizard does it in a flash. But what if you’re dealing with an even more complicated set of criteria? Rule groups allow you to base a rule on different combinations of multiple criteria, so creating complex rules with multiple parts is a snap.
You can also add and remove prospects from these lists. The wizard shows you a preview of affected prospects before you finalize and save the list. It’s as easy as that!
We’ve already gotten rave reviews from customers who have tried out the Segmentation Wizard and are impressed with the speed and ease of use of this tool, as well as the added value it provides. Future releases will enable segmentation based on more dynamic categories such prospect activities, so that you can make lists based on who has viewed a landing page or filled out a form, for example.
We invite you to give it a try and see for yourself what kind of magic you can make with the Segmentation Wizard.