1. Audience Segments

Audience Segments

 
These segments are used to organize and target accounts efficiently for marketing or advertising campaigns.
Why is it Necessary to Create Segments for Campaigns?
  1. Personalized Targeting: Segments allow you to tailor messaging and ads to specific groups, ensuring relevance and higher engagement.
  1. Efficiency: Helps in organizing accounts into manageable groups, simplifying campaign setup and execution.
  1. Better ROI: Targeting segments with tailored campaigns improves conversion rates and minimizes wasted ad spend.
  1. Data Insights: Segments enable performance tracking and insights at a granular level, helping refine strategies for different account groups.
  1. 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.
The Segments Page provides a central view to manage audience targeting, enabling better segmentation and campaign alignment.

1. Segments List

  • Displays all active, draft & archived segments, with key details:
Field
Description
Segment Name
The name of the segment. Can be renamed using the edit option by clicking on the 3 dots against them.
Status
Indicates Segment state (e.g., Active or Draft)
Segment type
Defines whether the segment is static or dynamic.
Members
No. of accounts within the segment.
Campaigns
No. of campaigns associated with the segment.
Created At
Date the segment was created & the user who created it.

Filters Available:

  • Segment Type: Filter segments based on type (e.g., Static, Dynamic).
  • Status: Filter Active, Draft or Archived segments.
  • User: Filter by the creator.
  • Created Date: Specify a custom date range.

Actions:

  • Export: Download complete segment details for offline use.
  • Search: Search function to quickly find specific segments.
  • Archive: Segments that are no longer in use can be archived just by clicking the status dropdown against each segment & selecting ‘Archive’.
 
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2. Individual Segment Details

Clicking on a segment provides detailed insights, including:
 
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Key Metrics

  • Total Ad Spend: Tracks investment for campaigns targeting this segment.
  • Campaigns: Number of campaigns using this segment.
  • Total Impressions: Total views generated.
  • Total Clicks: Total engagement via clicks.

Account List

  • Displays all accounts in the segment, including:
    • Account Name
    • Firmographics: Key details like revenue, location, and employee size.
    • Account Score: Engagement or scoring information.
    • Tags: Custom tags for further categorization.

Actions:

  • Export: Download segment details for offline use.
  • Search: Search function to quickly find specific accounts.
  • Delete: Remove one or more accounts from the segment by selecting the check boxes against them.
 

Create an Account Segment

  • 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).
    • The Segment Type is pre-selected as "Static".
    • The Membership Source is pre-defined as “upload a file”.
  • Upon clicking "Next," you will be directed to the Upload File interface.
  • Upload a CSV file that contains account details to be added to the segment.
  • The uploaded file will populate columns for mapping.
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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.
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Mapping Columns:
  • Match the column names from your uploaded file with Recotap properties (e.g., "Account Domain").
  • Ensure all necessary columns are accurately mapped before proceeding.
  • After mapping, save the segment to keep it in draft or click on “Activate” to make it ready to get attached to a campaign
Note: *Accounts that are not part of the target accounts will not be added to this segment and will be ignored.

Editing an Account Segment

 
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  • Navigate to the "Segments" section under the "Target" tab.
  • Locate the segment you want to edit in the Segments section.
  • Click on the three-dot menu next to the segment name.
  • Choose the Edit option from the dropdown.
  • If it is an Active segment, a popup will appear titled Edit Segment. Update the Segment Name in the provided text field. This allows you to rename or correct the name of the segment as needed.
  • If the segment is in draft, you can edit any of the fields or re-upload accounts.
  • Once you've made the necessary updates, click the Update / Save button to save your changes.

Adding Accounts in a New or an Existing Segment?

Navigate to the Accounts Section:
  • Go to the "Target" tab and click on the "Accounts" section to view the list of accounts.
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.
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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.
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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.
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