Segmenting On Account Field Values
Segmenting on Account Field values is very similar to segmenting on Contact field values. When building your segment, you will simply choose conditions that are tied to Account Attributes instead of Contact Attributes.
In addition to the Standard Account Fields, you are able to create custom fields at the Account level. Paminga does not limit the number of custom fields you can create.
Custom fields can be useful when you wish to create segments that group specific types of Accounts you’ve defined. For example, let’s say you work with a range of large and small companies and you’d like to differentiate between those that are Regional (serving only a small area) and those that are International, with wide reach.
You might create a custom field called “Account Reach” where you specify “Regional” or “International” as the value.
Segmenting on Account Standard Fields
Paminga allows to segment on any Account Standard Fields. These include:
- Account Modified (Date)
- Account Number
- Account Owner
- Account Ownership
- Billing City
- Billing Country
- Billing State
- Billing Street
- Billing Zip
- Description
- Employees
- Fax
- Industry
- Known ISP
- Name
- Phone
- Revenue
- Shipping City
- Shipping Country
- Shipping State
- Shipping Street
- Shipping Zip
- SIC Code
- Status
- Type
- Unique Account ID
- Website
Segmenting on Account Custom Fields
In addition to the Standard Account Fields, you are able to create custom fields at the Account level. Paminga does not limit the number of custom fields you can create.
Custom fields can be useful when you wish to create segments that group specific types of Accounts you’ve defined. For example, let’s say you work with a range of large and small companies and you’d like to differentiate between those that are Regional (serving only a small area) and those that are International, with a wide reach.
You might create a custom field called “Account Reach” where you specify “Regional” or “International” as the value.
Any Account Custom Field you create will be available via the Segment dropdown.
