---
title: "Segments Overview"
slug: "6sdata-segments-overview-new"
description: "Create targeted segments in 6sense to enhance multi-channel campaigns, track performance, and engage accounts effectively.  "
tags: ["Revenue Marketing"]
updated: 2026-10-31T05:11:52Z
published: 2026-10-31T05:11:52Z
canonical: "support.6sense.com/6sdata-segments-overview-new"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.6sense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Segments Overview

A 6sense segment is a list of companies that you create in Revenue Marketing (RevM). Use segments in activations (processes such as an Ad campaign or syncing to LinkedIn) to fulfill various purposes, including running multi-channel campaigns to engage accounts, tracking campaign performance, alerting sales reps, purchasing contacts, enrichment, etc. With the ability to consolidate 6sense data, CRM, and MAP data, segments help you build audiences.

> [!NOTE]
> **Tip**: Watch the [6sense Segments: Foundations, Best Practices, and Analytics](https://revcity.6sense.com/home/discussion/2594/revlabs-live-recap-6sense-segments-foundations-best-practices-analytics/) webinar recording!

Also refer to [FAQ: Segments](/v1/docs/faq-segments).

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-18-at-1.55.10-PM-1-1024x570-2.png)

## 6sense Master Company Database (MCD) accounts

Segments are based on accounts from 6sense’s master company database (MCD). These accounts may not have a one-to-one relationships with the accounts in a customer’s CRM database. For example, account *x* in 6sense’s master company database may map to accounts A, B, and C in a customer’s database if the customer is tracking each of the account’s business units separately.

To learn more about this process, refer to [6sense Company Accounts](/v1/docs/6sense-company-accounts-legacy).

## User permissions for segments

Determine which actions a RevM user can take based on access.

### RevM user roles with edit access to segments

- Primary Administrator
- Administrator
- Operation User
- Marketing User
- Insights User
- Sales User

### RevM user roles with view access to segments

- View Only User

### RevM user roles for edit, archive, or delete

- Only the creator of a segment, Primary Administrator, and Administrator can edit or delete existing segments.
- Same applies to external lists and custom templates.

## Create a segment using filters

You create a segment using filters on the available account data.

To create a segment:

1. From the RevM left menu, select **Segments.**
2. On the right, select **Create Segment**.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-1.54.14-PM-1-1024x266-1.png)
3. Select **filters** from the filter list on the left panel and preview the list of filtered accounts on the right.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/image-10.png)
4. **Edit** and **apply** filters and settings as needed to achieve the desired results.
  - You can search to narrow down the results.
  - If your 6sense environment has more than one Predictive model, select the one you want as the **Product category**.
  - Change the timeframe if needed; the default is **Last 30 days**.
5. Select **Save Segment**.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-2.33.35-PM-1-1024x295-1.png)
6. Name the segment, select a folder, and add tags to it.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-2.35.18-PM-1.png)

## Create a segment from one or more external lists

Use external lists to create segments from account data imported from other sources, there are two high-level steps:

1. [Create external lists](/v1/docs/segments-overview-new#create-an-external-list-for-use-in-a-segment).
2. [Create a segment from one or more external lists](/v1/docs/segments-overview-new#create-a-segment-from-one-or-more-external-lists).

### Create an external list for use in a segment

Create an external list to use imported or synced account data in a segment. 6sense currently supports creating external lists from the following data sources:

- CSV upload
- CRM list sync
  - Supported CRMs: **Salesforce, Dynamics**
- CRM report sync
  - Supported CRM: **Salesforce**

#### Upload a CSV file

To upload data from a CSV file for use in a segment:

1. Click on the arrow icon next to **Create Segment** Button, and select **Upload CSV**.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-6.27.11-PM-1.png)
2. Upload a CSV file with the following characteristics.
  - **Company Match Type** file format and maximum file sizes:
    - **Country-specific**
      - Each company entry must include either the **“**Name**”** field (company name), **“**Domain**”** (company domain), or both.
      - “Country” is optional and recommended.
      - Maximum file size: 25k rows
    - **All matches**
      - Each company entry must include either the **“**Name**”** field (company name), **“**Domain**”** (company domain), or both.
      - Maximum file size: 500 rows
  - **Custom fields** (Optional)
    - *New Feb 10 2026*: In addition to the required fields, you can include up to five additional fields. 6sense includes these fields in the download (output) file of total matched accounts. In the following example the fields Country and CRM ID were added. ![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/base64-converted-image-1780944863908.png)
    - The download file contains the fields in the same order as in the uploaded file. If an input field has the same name as a 6sense field, the field name will have a prefix “Uploaded”. See Step 5 below. ![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-6.30.09-PM-3.png)

1. Select **Next**.
2. Review the match statistics.
3. (Optional) Download the Total Matched accounts CSV file. ![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/segments-downloadCSV.png) *New Feb 10 2026*: If you added additional custom fields to the uploaded file, the downloaded file has them as well. If there was a duplicate field name, 6sense prepends the download name with “Uploaded”. ![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/base64-converted-image-1780944863909.png)
4. Select **Save**.

#### Sync from a CRM list

To sync data from a CRM list for use in a segment:

1. Select the arrow icon next to **Create Segment** button, and select **Sync from CRM**.
2. Depending on your CRM, choose **Salesforce Lis**t or **Dynamic List** as the **Data Source**.
3. Select a viable CRM account list and start syncing. Depending on the size of the list, syncing can take from a few seconds to over a minute.
  - **Viable CRM account list restrictions:**
    - The list must contain 100k rows or fewer to be synced.
    - The list must be public, with the view setting of “All users can see this list view”.
    - 6sense must have permission to view all the fields used in the Salesforce filters that define the list.
4. Review match statistics.
5. Select **Save**.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-6.58.53-PM.png)

#### Sync from a CRM report

To sync data from a CRM report for use in a segment:

1. Select the arrow icon next to the **Create Segment** button, and select **Sync from CRM**.
2. Select **Salesforce Report**.
3. Select a viable Salesforce Report and start syncing. Depending on the size of the list, syncing can take from a few seconds to over a minute.
  - **Viable Salesforce Report restrictions:**
    - The report must contain 100k rows or fewer in order to be synced.
    - The report must be built based on CRM Accounts, Leads or Contacts in order to be synced.
    - The report must include a column representing the Account ID, Lead ID, or Contact ID, depending on the respective Report type.
    - The report must be Public.
4. Review match statistics.
5. Select **Save**.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-6.58.53-PM.png)

#### Create a segment from saved external lists

**Option 1:** Select the name of an external list.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-7.29.33-PM-1024x362-2.png)

**Option 2:** Select the **plus sign** icon of an external list.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-7.28.09-PM-1-2.png)

**Option 3:** Select multiple external lists, and then click on the **Take Action** button, and select **Create Segment.**

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-7.28.56-PM-1024x394-2.png)

After selecting **Create Segment** with any of the above three options, the **Configure Filters** tab of **Create Segment** page opens with all the selected external lists loaded in filters.

You can finish creating the segment following the same steps as creating filter-based segments.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-7.32.17-PM-1024x781-1.png)

**Option 4:** Create segments from existing external lists in the segment creation flow with corresponding filters under **Segments and Lists** category.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-04-at-7.39.21-PM-1024x761-1.png)

## Create a segment from a template

You can create a segment using an out-of-box template or user-defined custom template. Templates are listed next to the filter list. Templates are recommended for new users who need instructions on best practices.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-05-at-1.45.07-PM-1024x571-3.png)

### 6sense segment templates

6sense currently provides out-of-box templates for common use cases.

Templates include:

- Ideal Customer Profile
- Brand Aware
- High Engagement
- Competitor Intent
- 6sense High Intent Accounts
- Missed Opportunities

### Custom segment templates

You can define custom templates to conveniently reuse filters with value inputs to create new segments, or to train team members with best practices.

- Any user who has edit access to segments can create templates.
- Templates can be updated.
- Users can create new templates from existing templates.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-05-at-11.09.03-PM.png)

## Add an activation to a segment

An activation is a process that uses a segment. You can see all of them in the segments list **Activations** column.

### Add an activation to a segment on the Segment page

To add an activation to a segment:

1. In Revenue Marketing, go to **Segment (New)**.
2. Locate the segment in the list.
3. In its Activations column, select the **plus (+)** icon and choose an activation from the menu.

**Tip**: If the menu option is grayed out for Advertising, the integration is not yet available.

![List of segments with update dates and activation options for advertising workflows.](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/revm-segments-list-activation.png)

### Identify segment activations

To find out what activations apply to a segment:

1. In Revenue Marketing, go to **Segment (New)**.
2. Locate the segment in the list.
3. In its Activations column, hover over the listed icons and review the details.

### Supported activations

6sense supports the following activations on segments:

- 6sense Advertising
- Segment syncs
  - Google
  - LinkedIn
  - Meta
  - The Trade Desk
- Orchestration
- Audience Workflows
- Data Workflows
- Revenue Marketing alert (formerly ABM alert)
- Segment Performance, 6QA Analytics, and Funnel Insights reports
- [Publish segment](/v1/docs/publish-segments)

### Segment statuses

The following statuses indicate the current state of a segment:

- **Active Segment:** Segments that are used in at least 1 activation. Data refreshes nightly for active segments.
- **Inactive Segment:** Segments that are not used in any activations. Data does not refresh nightly for inactive segments. The segment remains inactive until it is activated. To activate the segment, refer to [Add an activation to a segment](/v1/docs/segments-overview-new#add-an-activation-to-a-segment).
- **Broken Segment**: Segments that contain invalid filters or invalid filter values. Data can not be refreshed for these segments, even if the segment is used in activations. The segment displays the last successful data update. Various reasons can cause this. A common one is that filters use deleted CRM fields.

## Exclude specific accounts from a segment

If you need to exclude accounts from a segment on an ad-hoc basis, you can quickly and directly exclude selected accounts from within a segment’s account list. Refer to [Exclude Specific Accounts from a Segment](/v1/docs/exclude-specific-accounts-from-a-segment).

## Preview segment or list details

To quickly preview information about a segment or list:

1. Go to the **Segments > Segments** or **External Lists** tab.
2. Select the *white space* of the row. A panel opens to show information about the segment or list.

Example segment information:

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/base64-converted-image-1780944863910.png)

> [!NOTE]
> **Tip**: If the logo of an account also has a 6sense icon, it means that the account is qualified as 6QA. Refer to [6sense Qualified Accounts (6QAs)](/v1/docs/6sense-qualified-accounts-6qas).
> 
> ![Two website elements displayed with icons and blurred content for privacy.](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/6qa-icon-on-account-logo.png)

Example external list information:

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/base64-converted-image-1780944863912.png)

#### Download external list account matching details

You can download CSV files of the Uploaded, Total Matched, and Unmatched accounts. Use the download icons as shown above.

## Review segment analytics

There are two ways to review segment analytics.

**Option 1:** Select the **Segment Analytics** icon on the segment preview side panel.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-06-at-12.13.55-AM.png)

**Option 2:** Select the segment name and select **Analytics**.

There are three types of analytics:

- Predictive analytics
- Behavioral analytics
- Profile analytics

With these analytics, you can look at the segment data from different angles and get meaningful insights.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-06-at-12.17.31-AM-1024x683-1.png)

## Organize segments

Use folders and sections to categorize your segments. Use tags to add metadata about a segment.

*New Feb 10 2026*: You can drag-and-drop segments into and between folders.

### Organize segments with folders and sections

You can put segments into folders and sections to keep them organized. Using well-structured folders and segments with regular cleanups and reorganization will keep segments well organized.

- Segments that are not part of any folders are listed in the **Other Folders > Unsorted** folder section.
- Folders that are not in any sections are in **Other Folders** sections.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-06-at-12.22.07-AM.png)

### Organize segments with tags

You can leverage tags to flag segments for various purposes. For example, you can tag segments for certain events, research purposes, or even archive candidates.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-06-at-12.32.44-AM-1024x331-1.png) ![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Screenshot-2024-09-06-at-12.29.21-AM-1.png)

### Archive and delete segments

You can archive or delete segments. Only segments that are not used in any activations or other segments can be archived or deleted.

- Archived segments are in the **Archived** folder.
- An archived segment can be restored. It will be put into the **Unsorted** folder instead of the original folder.
- Deleted segments no longer display in the interface.

## Key takeaways

- Segments group accounts based on selected data criteria.
- Segments can be created from filters, templates, or external lists.
- External lists support account data from supported import and synchronization sources.
- Activations use segments to support downstream workflows and destinations.
- User permissions determine the actions available for segment management.

## ***Document Changelog***

*Jun 15 2026*: Moved FAQ section to [FAQ: Segments](/v1/docs/faq-segments).

*Feb 10 2026*: If you add custom fields to an uploaded CSV file, the downloaded file has them as well.

A defined set of accounts or contacts used for targeted marketing and sales efforts.

The name of our product that helps you focus your marketing efforts on individual accounts.

Customer Relationship Management, an external platform used to manage your relationships and interactions with potential customers and clients.

Marketing Automation Platform, a 3rd-party platform that automates your marketing tasks and workflows, allowing for more efficient marketing campaigns.

Comma-Separated Values, a file format used to store tabular data in plain text, where each line corresponds to a row in the table and each value is separated by a comma.

A Customer Relationship Management (CRM) platform that helps businesses manage customer interactions and data.

A Revenue Marketing feature that automates processes involving data exports and data integrations.

The name of our product that manages the flow of data between systems, enabling tasks such as contact purchases and data enrichment.

## Related

- [Segments Overview](/6sdata-segments-overview-new.md)