Segments
Segments group leads or accounts by criteria you define — engagement level, profile attributes, account properties, event metadata. Membership is dynamic, so as a lead's data changes, they move in and out of segments automatically. Use segments to power campaigns, route leads, fire triggers, and slice analytics.
Configure vs. Analyze Segments
kenbun has two Segments surfaces with different jobs. This hub and its sub-pages cover the Configure side — defining the criteria. To browse and analyze segment members, see Analyze > Segments.
| Surface | Purpose | What You Do There |
|---|---|---|
| Configure > Segments | Define segment rules | Create segments, build rule conditions, preview membership |
| Analyze > Segments | View segment results | Browse members, analyze engagement, export leads |
Lead Segments and Account Segments
The Configure > Segments page has a toggle at the top to switch between two segment types:
- Lead Segments — group individual leads by their attributes, events, levels, or score.
- Account Segments — group whole accounts (ABM) by company-level attributes.
Both share the same rule-builder concepts but evaluate against different data. See:
- Lead Segments — building segments at the lead level
- Account Segments — building segments at the account level (ABM)
Sub-Pages
| Page | What It Covers |
|---|---|
| How Segments Work | Rule logic, evaluation cadence, dynamic membership |
| Lead Segments | Building segments at the lead level |
| Account Segments | Building segments at the account level |
| Managing Segments | Edit, delete, copy, export, compare |
| Best Practices | Segment design patterns; what to avoid |
| Troubleshooting | Empty segments, slow segments, drift |
Quick Start
- Navigate to Configure > Segments.
- Pick Lead Segments or Account Segments at the top.
- Click Create Segment.
- Enter a name and description, set it active, and Save.
- Click into the segment to add rules in the rule builder.
- Preview membership before locking in the rules.
For the full workflow, see the Lead Segments or Account Segments page.
Related
- Analyze > Segments — view membership and analytics
- Mapping — set up the fields metadata-based segment rules need
- Levels — the tiers level-based segment rules use
- Triggers — fire actions when leads enter/exit segments