Like routing, segmentation also has Define and Refine. As there is nothing to route, the refined corporate definitions are synced with Marketing Automation tool.
Define your organization by using LeadAngel Data Dictionaries menus. Data Dictionaries are used to document and unify your corporation definition and jargon such as:
- An enterprise account is with revenue more than 1B USD OR more than 2000 employees
- List of top 1000 Named Account
- For us, customer is anyone with active support or anyone who purchased in past 3 years
- Our Sales is organized by geographical territories and product interest
Intentionally, the definitions above are stand-alone criteria so it could be defined more granularity. It provides a layer of abstraction, and an opportunity to slice and dice the definitions to further refine them into a Lead Segment to be synced to Marketing Automation system.