Marketing Lead Segment helps with Account Based Marketing (ABM). Here, the data dictionary filters are combined to create a segment that would eventually be synced with Marketing Automation systems such as Marketo. Any approved Marketing Lead Segment that has been enabled for sync with Marketo would appear in Marketo under the “LeadAngel” folder.
Marketing Lead Segments would automatically refresh with the Marketing Automation system every hour. “Sync Now” Button can also be used to immediately sync the Marketing Lead Segment with the Marketing Automation system for approved lead segments.
Steps to create New Lead Segment:-
- Go to the LeadAngel’s Dashboard and Right Click Lead Segment to create a new Lead Segment or a folder, enter a new and unique Name & Description(optional) and Save.
- Drag and drop the Available Approved Account List, Account Status and Market Segments in the “Add Field Area” from the collection of Data Dictionary available on the right side of the panel.
- Enter the required phrase or a value in the input box using the available operators.
- Right Click and Approve newly created definition.