Data-Driven Segments filter contacts from your existing Ubico database using conditions you define. Contacts move in and out of the segment automatically as their data or behavior changes.
Steps
- Go to Segments and click New Segment.
- Name your segment and select Data-Driven Segment.
- Start from scratch or pick a ready-made template for common use cases.
Building conditions
Each condition follows the same structure: pick an Attribute, set a Condition (such as "contains" or "greater than"), and enter a Value. Stack multiple conditions using Add Condition. Use the AND/OR toggle to control how conditions relate. Use Add Condition Group for nested logic.
Data conditions
- Person — filter by job title, location, industry, job changes, and other contact-level attributes.
- Company — filter by industry, revenue, employee count, and other company-level attributes.
- Custom Fields — filter by any custom attributes you have added to your database.
Engagement conditions
- Email Responses — target contacts based on how they replied, including response category, subject line, or message content.
- Email Sent — target contacts based on emails already sent, such as those opened multiple times or that received a specific response.
- Form Submission — target contacts who submitted a form such as a demo request or signup.
- Website Visitor — target contacts who visited specific pages on your site.
