When should I create a segment?

Create a segment when you want to group leads who share similar traits, behaviours, or interests, such as industry, location, and job title. Segments help you personalise outreach, tailor campaigns, and prioritise follow-ups more effectively.  

They also help your team stay aligned by organising leads in a structured way, making it easier to coordinate next steps. Segments are particularly useful for marketing teams looking to run direct campaigns or further nurturing based on specific lead attributes.