In this Article
Segments in Encharge are defined by their Conditions. Think of Conditions as the set of common criteria that defines a certain group of people in your account. When you create a new Segment you are asked to define its conditions:
You can create segments that satisfy all of the conditions that you choose ("All of the following") or any of the conditions ("Any of the following").
If "All of the following" is selected the text in the circle to the left of each condition will be "AND" which indicates that an Object needs to meet all of the conditions to enter the Segment.
If "Any of the following" is selected the text in the circle to the left of each condition will be "OR" which indicates that an Object needs to meet any of the conditions to enter the Segment. In other words, if an Object meets at least one of the conditions, it will enter the Segment.
Add a new Condition
To add a new Condition click on the blue "+ Condition" button and select the Condition. For instance, Companies with Industry type "SaaS".
You can build Object Segments with 4 different types of Conditions:
- Field — Default Object fields and custom fields.
- Segment — What other Segments Objects belong to.
- Group — Use sophisticated AND/OR rules to create nested groups of Segments.
- Association — Existing Object associations
We're going to explain each condition separately.
Encharge comes with one pre-defined Object called Companies. You can use Company fields like Industry, Annual Revenue, Lead Score, and others to build Segments, but you can also create Custom Fields and use them instead.
Note: For any additional Custom Objects, you'll have access to the Fields defined at the moment of Object creation.
Company Object Specific: If you integrate with HubSpot, you can also bring third-party data in Encharge and segment by it using the Field condition. For Instance, you can build segments with the Lifecycle Stage, or Lead Status of a HubSpot Company synced to Encharge.
When you add a new Field condition, you get a searchable list of all of the available fields on your Object.
Depending on whether the field is a Text, Number, True or False, or Date field, you will get different condition options.
True or False:
The Segment condition allows you to exclude or only include Objects that belong to a different Segment.
With this condition, you get a searchable list of all of the available Segments for the specific Object.
Important: Avoid circular references with segments
When using the Segment condition make sure to avoid segments that reference each other. For example, the segment "Recurring Companies" is checking if Companies are in "Trial Companies", and the segment "Trial Companies" is checking if Companies are in "Recurring Companies". This will cause a circular reference and Encharge won't be able to load the Companies in the segments leading to a time-out error.
With the Groups condition, you can use advanced AND/OR rules to build extremely targeted Segments of Objects. Groups give the ability to combine both AND and OR conditions into the same Segment - the main Segment AND/OR condition and also the Group's AND/OR conditions.
The association condition allows you to Segment Objects per Association type. For example, you can Segment Companies that are associated with another Custom Object you created, like Invoices.
You can take it a step further and Segment Objects based on their association with Invoice that has a High Value.
Remove a Condition
To delete a condition, hover over the condition and click on the X icon on the far right: