Summary
Guides on creating Account-based segments in Accoil Analytics for detailed engagement analysis.
How this helps
Allows for precise segmentation of accounts based on engagement, aiding in tailored communication and product development.
Create Segments based on Accounts to view the number and list of accounts that meet your rule set.
With Account-based segments you can:
view key activity and engagement metrics
compare the engagement scores of your different Account segments
dig into the detail of any Account segment and see the Accounts that meet your criteria.
Creating Account segments
Select your nominated Profile and click on "Accounts" on the left hand nav bar.
Click on the "Select segment" button.
Click "Add segment"
4. Add Segment Name
5. Click on "Add Filter" and choose your filter type
From there, you can create Account segments based on events, traits, active status, # of users or engagement scores (or any combination).
6. Preview your matching results and adjust your requirements as needed. Once satisfied, click "Add Segment."
