10.1 Dynamic Audience Segments

Dynamic Audience Segments

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Dynamic segments in Recotap are rule-based audiences that automatically update as new accounts meet or fall out of the criteria you define.

These segments are powerful for always-on campaigns, ongoing retargeting, or progressive nurturing—ensuring your campaigns remain fresh and relevant without manual intervention.

How Dynamic Segments Work

When you create a Dynamic Segment, you’re essentially telling Recotap to watch for accounts that meet a combination of filters. These filters can be based on account attributes, intent signals, website behavior, or campaign activity.

Once an account qualifies based on the conditions set, it is automatically included in the segment. Similarly, if an account no longer meets the criteria, it will be removed—making your segment self-refreshing.

Filter Categories Available

You can define a dynamic segment by setting one or more of the following filter types:

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)

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.

✅ Best Practices for Creating Dynamic Audience Segments

Start with a Clear Goal

Define the purpose of the segment—awareness, retargeting, sales engagement, or nurturing. This ensures filters align with campaign objectives.

Use Multi-Signal Criteria

Combine signals like intent, engagement, and fit for better accuracy.

Example: G2 Score > 60 + Ad Impressions > 5 + Journey Stage = Consideration

Avoid Over-Segmenting

Using too many filters can make your audience too narrow. Stick to 3–5 high-impact filters.

Use Filter Groups Smartly

Create grouped logic (e.g., “Website Activity” + “Ad Clicks”) to make conditions clearer and maintainable.

Apply Time-Bound Logic

Add recency to your filters.

Example: “Website visit in the last 10 days” is more useful than “Visited product page (anytime)”.

Regularly Audit Segments

Review segment size, performance, and engagement every 2–4 weeks. Tweak filters to keep them relevant.

Exclude Irrelevant Accounts

Add negative filters to remove closed-lost deals, existing customers, or bounced contacts.

Label Your Segments Clearly

Use naming conventions like:

TOFU_G2+Ads_Last7Days or Expansion_Customer_US_Healthcare

How Dynamic Audience Segments Help Solve ABM Marketing Challenges

As a marketer running ABM programs, targeting the right accounts at the right time with relevant messaging is always the goal—but also the challenge.

Here's how dynamic segments directly help solve key pain points:

🔄 1. Challenge: Static Lists Go Outdated Fast

Solution: Dynamic segments auto-refresh as account behaviors change—so you’re never targeting stale or irrelevant accounts.

🧭 2. Challenge: Difficulty in Aligning Messaging to Journey Stages

Solution: Create segments based on journey stage filters. Engage accounts with TOFU, MOFU, or BOFU content depending on where they are.

⚙️ 3. Challenge: Manual Segmentation is Time-Consuming

Solution: Use Recotap’s filter logic (AND/OR, groups) to automate segmentation using behavior, intent, and CRM signals.

🧊 4. Challenge: Cold Outreach to Low-Intent Accounts

Solution: Dynamically build high-intent segments using G2, Bombora, or sales engagement filters—ensuring sales focuses only on warm/hot accounts.

📉 5. Challenge: Ad Spend Wastage on Unengaged Accounts

Solution: Filter based on Recotap ad engagement (e.g., impressions + clicks > threshold) to only include active accounts in ad campaigns.

Real-Life Example Using Dynamic Segments in Recotap

Use Case	Scenario	Possible Filter Setup (Recotap)	Marketing Challenge Solved
1. High-Intent Demo Campaign	Target only accounts showing strong buying signals for an AI SaaS product	- Ad Impressions > 50 (Last 7 days)- Ad Clicks ≥ 1 (Last 7 days) - Visited Pricing Page (Last 10 days) - G2 Topic = "AI Software" with Score > 60 - Journey Stage = Consideration/Decision	Focus only on hot accounts with fit + engagement + intent signals; improve demo conversion and reduce wasted ad spend
2. Retarget Mid-Funnel Drop-Offs	Re-engage accounts that visited product/pricing pages but didn’t convert	- Visited Product Page (Last 14 days) - Visited Pricing Page (Last 14 days) - G2 Score > 40 - Ad Clicks < 1 (Last 7 days) - CRM Deal Stage = Open/Evaluating	Nurture accounts with high website activity but low ad engagement; ideal for retargeting via LinkedIn or sales email
3. Customer Expansion	Target new departments or regions within existing customer accounts	- CRM Account Status = Customer - Department = IT or Ops - Last Contacted > 30 days ago - Visited Use Case/Blog Pages - Bombora Topic = "Workflow Automation" Score > 50	Expand within current accounts by targeting new stakeholders; helps boost upsell/cross-sell and account penetration

Dynamic Audience Segments How Dynamic Segments Work Filter Categories Available ✅ Best Practices for Creating Dynamic Audience Segments How Dynamic Audience Segments Help Solve ABM Marketing Challenges Real-Life Example Using Dynamic Segments in Recotap