Creating a Query Segment Based on Lead Score

Create segments of your contacts based on scores you've defined with the Act-On Scoring Rules feature.

For example, you may wish to quickly see who the most active or highest-scoring leads are within a list. You could then create a specific email campaign or automated program just for this segment, or push the segment into Salesforce. You could also create a segment of low-scoring leads to target them for a lead nurturing campaign.

Create a Segment Based on a Behavior Score

1. Navigate to the segment or list where you'd like the segment to reside
   (Audience Center > All Contacts, Lists > Marketing Lists, or Lists > Other Lists).
2. Hover over the segment or list you want & from the menu on the right, select Create subsegment / a segment. Or click Create segment (top right) if segmenting from All Act-On Contacts.
3. Name your segment.
4. Make sure that Query is selected as the segmentation Method.
5. From the first drop-down choose Score.
6. In the next drop-down, choose Overall Behavior Score.
7. The next drop-down will default to at least.
8. Add a value in the score box to the right.
   • This will create a segment of people who have a score of that value or greater. The value you specify will depend on the scoring rules you have defined and values that are relevant to you.
   • If you want to create a low-scoring segment, choose at most from the drop-down menu.
9. Save the segment query (top right).

Create a Segment of People Within a Certain Score Range

To create a segment of people within a certain score range, you will need to add a column to your list to capture the Act-On scores. The steps for this are described in the article Syncing Lead Scores with Salesforce.

Once you have added a column to your list:

1. Navigate to the segment or list where you'd like the segment to reside
   (Audience Center > All Contacts, Lists > Marketing Lists, or Lists > Other Lists).
2. Hover over the segment or list you want & from the menu on the right, select Create subsegment / a segment. Or click Create segment (top right) if segmenting from All Act-On Contacts.
3. Name your segment.
4. Make sure that Query is selected as the segmentation Method.
5. From the first drop-down choose Profile.
6. In the next drop-down, choose the field that contains the lead score
7. In the next drop-down choose is between or equals
8. Then enter the low and high score in your desired range.
9. Save the segment query (top right).