Leverage the power of Enlyft's data and filtration capabilities to segment your saved accounts for different sales and marketing campaigns.
Creating segments on Saved Accounts
The Discover section allows you to segment your existing saved accounts within that solution. Within the Discover section, choose the Dataset (Saved Accounts) filter – choose a specific saved dataset or All Saved Accounts to apply additional filters to create micro-segments of accounts.
Helpful Tips
See if accounts are using multiple technologies: If you have saved an account list using Technology A, you can create a saved search within your saved accounts to see if any of the accounts are also using Technology B. Apply the filter Technology: Include/Exclude.
Create segments of geographic territories: If you have saved accounts across a wide geography, use the Location filters to create smaller geographic territories. For example, if you saved accounts in Location: US, create a saved search based on states CA, OR, WA for your West Coast Sales Territory Manager.
Use the Dataset (Saved Accounts) Filter to segment for A-B Testing of sales and marketing campaigns: Play with filters for different campaigns. For example, try a campaign aimed at startups with recent funding events by selecting Filter: Last Funding Date.
Find accounts surging in Buying Intent: If Intent is available with your Enlyft subscription plan, add the filter "Buying Intent" and choose all of your Saved Accounts or specific Datasets to prioritize your pipeline.
Saved Searches are dynamic: The accounts within a Dataset will be automatically updated based on your total saved accounts and the criteria selected. For example, if you create a saved search for accounts in California, and then save additional accounts in California, those new accounts will automatically be added to the saved search.
Saving & Downloading Segments
Once you have created your Saved Search, click the blue button on the top right to "Save Search." Any Saved Searches that you have saved will be available under Engage > My Searches. You can also view any Saved Searches that any of your team members have created under Engage > All Saved Searches.