Is segmentation dynamic? | Community
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A
Anonymous
March 17, 2014
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Is segmentation dynamic?

  • March 17, 2014
  • 5 replies
  • 1336 views
I understand that as new leads come into the database, the Segmentation rules will segment them based upon how they fit into smart lists.  However, does this also apply to existing leads in the database that have values changed that affect what segment they qualify for?  ie, a leads country changes from United States to Canada, would the smart list segmentation rules auto update the segmentation of that lead?
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Yes, segments work very similarly to smart lists in this regard.  Note that they differ in that if you qualify for 1 segment, you won't qualify again for one with a lower priority, and (I believe this to be true) they pull data in such a way so that segments will load much more quickly than smart lists, which need to recalculate every time you use them

5 replies

A
Anonymous
March 17, 2014
Yes they would be updated immediately if the data value changes for that segmentation.
A
Anonymous
Accepted solution
March 17, 2014
Yes, segments work very similarly to smart lists in this regard.  Note that they differ in that if you qualify for 1 segment, you won't qualify again for one with a lower priority, and (I believe this to be true) they pull data in such a way so that segments will load much more quickly than smart lists, which need to recalculate every time you use them
A
Anonymous
March 18, 2014
So if a key data value that decides which segment you fall into, ie country or something similar changes, then the segmentation will update automatically and place you into the new segment, even if its in a lower priority level, correct?
A
Anonymous
March 18, 2014
Yep, that's correct, Jonathan, unless the lead qualifies for a segment that is higher prioirty (in that case, it will still be in that segment).

E.g. if you your segmentation is (using the below for demonstration purposes):

1. industry = Finance
2. Company Size = <100
3. Country = China

If a lead's country value changes from U.S. to China and the lead does NOT satisfy 1 or 2, then it will automatically fall into segment 3 when the value changes -- just like smart list behavior.
A
Anonymous
March 18, 2014
Awesome, thanks!
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