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How to create Account segments

Segments are accounts (groups of contact that belong to the "company" = account) with certain characteristics (attributes).


You can create segments to monitor all your Accounts based on the filters that matter to you.

First, you must have Accounts set in FROGED: set up accounts
Then go to People > Accounts and start creating your segments as follows:



1. Input desired filters to filter down the Accounts, and save the filter as segment:



2. Add a name to the segment and select its privacy (Private: only you can see it; Public: everyone that is a FROGED user in your workspace can see it; Protected: special permissions):


3. Find and start monitoring your new segment from the side menu under the correspondent visibility menu (Public Segments, My Segments (private) or Protected Segments):


IMPORTANT NOTE: the segment will start tracking associated accounts from the day of its creation (it will not capture past data).

Watch this quick video for the creation of a segment:


You're done!  Take more advantage of the accounts by using the Account Owner. And don't forget that you can also create segments for Contacts, and with these you can do much more!  



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