Creating segments

What is a segment?

Segments are reusable lists of companies created based on one or more shared attributes and/or feature metrics, such as First seen or STARS step.

In Bucket, segmentation is automatically conducted at the company level. Company segments can be used to create targeting rules.

Getting started

• Go to the Companies page on the sidebar

• Click on the Add filter + menu item to build your segment conditions

Set segment conditions

Each segment is created using a set of conditions. You can add as many segmentation conditions as you’d like.

Conditions

There are 4 types of conditions:

• Company attribute

  • Company ID

  • Company name

  • Any user-defined custom attributes

• Feature metric

  • STARS

  • Frequency

  • Satisfaction

  • Event count

  • First used

  • Last used

• Feature targeting

  • Re-use targeting rules from another feature. You can choose to include or exclude companies that are targeted by another feature.

• Segment

  • Target existing segments that don’t use First seen, Last seen, or Feature metrics filters.

  • You can include or exclude companies that are part of a segment.

Operators

• Any

  • Is

  • Is not

  • Has any value

  • Has no value

• Text

  • Contains

  • Does not contain

• List

  • Is any of

  • Is not any of

• Number

  • Less than

  • Greater than

• Boolean

  • Is true

  • Is false

• Date

  • Less than X days ago

  • More than X days ago

• Feature targeting

  • Is enabled

  • Is not enabled

• Segment

  • In segment

  • Not in segment

Save the segment

After adding any applicable conditions, you can save the segment. You can create as many segments as you need.