Documentation template for Notion

Audience Segments

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An account segment is a group of accounts categorized based on any specific criteria such as firmographic/demographic, or engagement level.

These segments are used to organize and target accounts efficiently for marketing or advertising campaigns.

Why is it Necessary to Create Segments for Campaigns?

Personalized Targeting: Segments allow you to tailor messaging and ads to specific groups, ensuring relevance and higher engagement.

Efficiency: Helps in organizing accounts into manageable groups, simplifying campaign setup and execution.

Better ROI: Targeting segments with tailored campaigns improves conversion rates and minimizes wasted ad spend.

Data Insights: Segments enable performance tracking and insights at a granular level, helping refine strategies for different account groups.

Scalability: Makes it easier to replicate or optimize campaigns for similar accounts in the future.

Creating segments is the foundation for any successful Account-Based Marketing (ABM) strategy, ensuring campaigns are precise and impactful.

Create an Account Segment

There are three primary ways to create audience segments in Recotap:

Method 1: During Target Account Upload

Segments can be automatically created while you're uploading target accounts into Recotap. This can happen through:

a) File Upload

When uploading a CSV file of target accounts:

You'll be prompted to assign these accounts to an existing segment or create a new one.

You can name the segment (e.g., "Q3 Finance ABM Accounts") during the upload process.

b) CRM Sync (e.g., HubSpot, Salesforce)

When syncing account lists from your CRM:

You can map specific lists to new segments in Recotap.

For example, syncing a list named “High Intent - Life Sciences” from HubSpot can directly create a segment with the same name in Recotap.

✅ Tip: This method is ideal when your account lists are already defined in your CRM or collected via manual targeting efforts.

Method 2: From the Segments Page

You can also create and manage audience segments directly from the Segments section within the platform. Here’s how:

Navigate to the "Segments" section under the "Target" tab.

Click on the Create Segment button in the top-right corner of the screen.

In the pop-up window:

Enter a Segment Name (required)
Choose the Segment Type as "Static" or “Dynamic”
Choose whether you want to proceed with “uploading a file” OR via ‘’setting up through Filters”

Based on the method you choose, clicking ‘Next’ will either take you to the file upload screen or directly to the filter selection panel.

a) Via File Uploads

Upload a CSV file containing the account details you want to include in the segment.

Once uploaded, Recotap will display the columns from your file for mapping to platform properties.

Mandatory Fields in the uploaded file:

Map one of the following:

Account Domain (e.g., the website or domain of the account).
Account ID (a unique identifier for each account).

If these required fields are not mapped, you will see a warning prompting you to complete the mapping process.

Mapping Columns:

Align your CSV columns with Recotap properties (e.g., match your “Company Domain” column with Recotap’s “Account Domain” field).

Ensure all necessary columns are accurately mapped before proceeding.

Once mapping is complete, you can either save the segment as a draft or click “Activate” to make it live and available for campaign targeting.

🔍 Note: *Accounts that are not part of the target accounts will not be added to this segment and will be ignored.

b) Via Setup Filters

You can build your dynamic or static audience segment using one or more of the following filter categories:

Filter Category	Description	Source
ICP (Ideal Customer Profile)	Filter accounts by firmographic or technographic fit like industry, company size, tech stack, etc.	Uploaded Data / CRM
Journey Stage	Target accounts based on their stage in the buyer journey—Awareness, Consideration, Decision.	Recotap-calculated
Account Attributes	Use synced firmographics such as lifecycle stage, lead status, or region.	CRM Integration (e.g., HubSpot)
Website Activity	Segment by website visits, visited pages, session count, or visit recency.	Recotap Pixel
G2 Intent	Include accounts researching relevant topics on G2.	G2 Integration
Bombora Intent	Filter accounts based on third-party topic research and intent surges.	Bombora Integration
Recotap Ad Activity	Create segments from ad engagements—impressions, clicks, campaign or creative-specific activity.	Recotap Ad Engine (LinkedIn, etc.)
Deals	Filter accounts by deal stage, deal size, or deal status (open, won, lost).	CRM Integration (e.g., HubSpot)
Sales Activity	Segment based on sales interactions like meetings, emails, or last contacted date.	CRM Integration (e.g., HubSpot)

Example: Creating an Advertising-Based Segment

If you want to target accounts that are actively engaging with your ads, you might use:

Recotap Ad Activity → Ad Impressions → > 5

Within Last → 7 Days

You can filter further:

By Campaign (e.g., “Product Demo Campaign”)

By Creative (e.g., “Top-performing Static Ad”)

And chain additional logic:

AND / OR: Ad Clicks > 2 within 7 days

Advanced Logic with Filter Groups

To create more complex segmentation logic, Recotap allows:

Filter Within a Group

Apply multiple conditions that refine a specific behavior or activity.

Example: Accounts with

Ad Impressions > 5 AND

Clicks > 1

(Within the same group)

New Filter Group

Create entirely separate logic blocks combined with AND/OR logic.

Example:

Group 1: Recotap Ad Activity → Ad Impressions > 5

Group 2: Website Activity → Visited “Pricing Page” in last 7 days

(Result: Only accounts matching both groups will qualify.)

Using groups helps you model complex buying behavior, such as combining ad engagement + website behavior + high intent from third-party platforms like G2 or Bombora.

Method 3: Add Accounts to a Segment from any Accounts List page

Navigate to any List Section containing Accounts:

It could be Target >> Accounts OR Data Hub >> Intent Signals

Select the Account:

Locate the account you want to add to a segment.

Click on the three-dot menu next to the account name to see available options.

Choose “Add to Segment”:

From the menu, select the "Add to Segment" option. This will open a pop-up window.

Select the Segment Type:

In the pop-up, you’ll have two options:

New Segment: Create a new segment for fresh targeting by clicking this option and naming your segment.
Existing Segments: Add the account to an already existing segment by selecting the desired segment from the dropdown.

Confirm the Addition:

Once you've chosen the segment, click the Add button to finalize the action.

Removing Accounts from a Segment

Navigate to the "Segments" section under the "Target" tab.

Click on the segment from where you want to delete accounts.

Select the Accounts that you want to delete by clicking the check boxes against them.

Click ‘Delete’ on the right hand corner.

1. Audience Segments