Segmentation rules are a form of automation that only run once. Segmentation rules are an easy way to perform a bulk action in your prospect database and further segment your prospects based on your criteria. They will only affect prospects that exist in your database at that specific point in time.
Here are a few actions you can do with segmentation rules:
A typical use for segmentation rules is with static lists. You can use segmentation rules to add prospects to a certain list or remove them. For instance, you can add all prospects with job title “CEO” (at that moment) to a static list.
Setting the rule is creating the criteria a prospect must meet for the action to apply. It can be applied to any of the prospect default or custom field information.
The action is what will happen to the prospect once the criteria is met. There are only 6 actions that can be completed on a segmentation rule.
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