Everything about Leadinfo Segments!

Easily add filters to your view of the inbox with Leadinfo Segments

The inbox is the place where all your data is shown. Building segments helps to create clear overviews of different types of companies based on their characteristics of behaviour on your website. 


In this article, we will show you everything you need to know on your Leadinfo inbox regarding segments. Discover more about:


 Or check out the video below to learn more:


Why adding segments

Before you set up the filters of a segment, let's dive deeper into the benefits of creating segments. First and foremost, with segments you can:


📍 Create clear overviews for each sales colleague

🏷️ Select companies who need to have multiple tags 

⌛ Filter on behaviour of website visitors in a specific period


How to build a segment


Step 1: Start building your segment. Click on "Advanced filters" or "+ Add New" to create a new segment. 



Step 2: Select the correct period for your segment. You can click on Custom to select a specific timeframe.  Next, press "+ Add filter" to add more data to your segments. 



Step 3: Add your filters. You can add a filter based on company information, channels or website activity. After you selected a filter, press "Apply filter". 


For example, to filter on the companies that received the tag "Customer" select "Tag > is any of > Customer". 



Step 3a: Two options appear. If you select "AND", a new rule is added to this segment. The company visiting the website has to meet both rules to enrol the segment.

For example, to identify contacts that have the tag "Customer" AND visited the pricing page, click "AND" before adding the second filter or trigger.



Step 3b: To identify objects that meet at least one criterion within a set of filters, use OR logic. 

For example, to identify companies with the tag "Customer" or with the tag "Competitor", click OR before adding the second filter.



Step 4: Navigate to "Save as segment" on the bottom of the page to save this segment. Provide a name and select with whom you want to share this segment. 

  • Myself - this segment is visible only when you log in with your own Leadinfo credentials 
  • Everyone in my team - this segment is visible for all users in your account. 


The segment is now visible on the left side of the inbox, underneath "Segments". 


Segments versus Triggers

At first sight, segments seem similar to triggers. However, there are some differences. In this section, the difference between segments and triggers and how to use them are further explained. 


  • Triggers allow you to execute actions, such as assigning a tag or sending companies to your CRM. Segments are there to build your views in the inbox, but they do not execute actions.
  • Triggers work based on real time tracking. If you create a trigger, Leadinfo checks for every website visitor at the moment of the visit if it meets the rules. The segments do not work based on this principle, meaning that you can decide the time period of a segment. 
  • Triggers are saved on account level. If you save a trigger, it will apply to all the companies visiting your website. You can save a segment solely for yourself, so your colleagues will not see it. 


Duplicating segments

You can easily build segments out of your current triggers or reports. Within a few clicks, you find a clear overview of all the companies meeting the rules of your trigger or reports in the inbox. Follow the steps below for each feature. 


Duplicating a trigger to a segment 


Step 1: First build your trigger. A trigger consists of a set of rules that a company visiting your website should meet. Next, an action is attached to the trigger which will occur when the trigger fires. This could be sending over a lead to your CRM system or assigning a tag to a company. Want to know more about how you set up triggers? Read this article


Step 2: After the trigger is created, you can copy this as a segment. Hoover over "Actions" and select "Duplicate as segment".  


Your trigger is now copied as a segment. Navigate back to the inbox to filter on the segment. 


Duplicating a report to a segment 

Step 1:
First build your report. You can build a report by duplicating a trigger to a report or by building one from scratch. Want to know more about how to set up e-mail reports? Read this article


Step 2: After the trigger is created, you can copy this as a segment. Hoover over "Actions" and select "Duplicate as segment".  



Your report is now copied as a segment. Navigate back to the inbox to filter on the segment.