Company Segments
Company segments are dynamically updated groups of companies that match a specific condition. Companies have their own segments which work similar to user segments.
Segments are useful in many ways:
- Segments help you get a high-level understanding of your accounts.
- You can set up segment conditions once, and not think about it every time.
- You can trigger campaigns when a company joins or leaves a segment.
How to access company segments
You can access company segments from the Companies list: see Segments link in the top right corner.
Best practices for segmenting
We recommend that you set up a segment for each lifecycle stage. This way, you can send them a campaign when the company joins a segment. Below you'll find typical segments for most common SaaS models: free trial and freemium.
Free trial model
- Trialing
- Trial Expiring
- Expired Trials
- Paying Customers
- Advanced Companies
- Cancelled Companies
Freemium model
- Free Companies
- Activated Free Companies
- Paying Customers
- Cancelled Companies
