Segments can be created using filters on various behavioral, predictive, firmographic, and technographic criteria, among others. These filters are applied to the 6sense master company database, and will return accounts that may not be in a customer’s CRM.
For related segment creation guidance, please refer to the following articles:
Segments based on filters will change their account lists if the factors influencing those filters change. This can occur for two reasons:
The data feeding into that filter changes. For example, if a filter is based on employee count, and the target account increases its number of employees, the account will be filtered into or out of the segment accordingly.
The activity that the filter is based on changes. For example, if a filter is based on engagement with a keyword, and an account decreases its engagement with that keyword, that account will be filtered into or out of the segment accordingly.
Create a segment based on filters
To create a segment based on filters, navigate to Segments from the left navigation, then click Create and select Create Segment.
6sense segments support up to 100 filter values per segment.
Within the following screen, click on Using Filters.
From this primary filter creation screen, additional filters and filter logic can be applied.
Add filters by selecting from the list of options in the left pane.
Filters can be combined in various methods using the “AND” and “OR” operators in the Filter Logic field at the bottom.
Examples:
To use two account filters simultaneously, the field “Filter Logic” will show “1 AND 2”. This is the default filter logic applied to all additional filters.
To filter to accounts that fit either the first or the second filter, the field “Filter Logic” should be edited to show “1 OR 2”.
Use parentheses to combine multiple levels of filter logic. For example, “(1 AND 2) OR 3”. This will return accounts that meet either the combination of filters 1 and 2, or that meet the criteria of filter 3.
Upon selecting the filters that you would like to apply, click on the Show Accounts button in the bottom right. From here, you can confirm or disconfirm that these filters meet your desired criteria, and save your segment by clicking on Save as Segment.
All date filters allow for relative date range filtering, as well as filtering for fields with a blank date field (unknown date), or fields with any date scheduled. Date filters include:
Any filter selecting a date:
Example: 6QA (6sense Qualified Accounts): Date, Latest Won Opportunity (Date)
Integration filters date field:
Example: Salesforce Account Value: Contract End Date
Note: Relative date range filtering is not available for Hubspot date fields because the data is not in date format.
For relative date ranges, you can select a number of days forward or backward from the current date. Relative filters allow users to focus on recent dates without changing the filter.
Relative date examples:
Give me all accounts with a competitor contract expiring in the next 90 days.
Give me all accounts that have won opportunity in the last 30 days.
Give me all accounts with no scheduled sales executive meetings.
Supported legacy segment filters
Category | Filter | Definition | Package Restriction |
|---|---|---|---|
6sense AI | 6QA: Current Status | Returns the set of accounts currently (on the date of) 6sense Qualified.6sense Qualified Account (6QA) is an intelligent qualifier to help with account prioritization. The definition can be configured by Primary Administrators, Administrators, and Operations Users. The default definition of 6QA is:
Learn more 6QA and how to configure it here. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced |
6QA: Date | Returns the set of accounts that match the specified date of account’s most recent 6sense Qualification. You can select either on, after, or before the specified date. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
6QA: Days Since | Returns the set of accounts that match the specified number of days since the account’s most recent 6sense Qualification. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Account In-Market Score | Returns the set of accounts that match the specified predictive numerical score for an account being in-market. This numerical score is used to categorize the account’s Buying Stage. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Account In-Market Stage | Returns the set of accounts that match the specified Buying Stage for an account being in-market. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Account Profile Fit | Returns the set of accounts that match the specified predictive Profile Fit categorization. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Account Reach Score | Returns the set of accounts that match the specified reach score. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Contact Engagement Grade | Returns the set of accounts where at least one lead or contact has done recent engagement or intent activity that matches the specified activity level. Accounts will be graded as “High”, “Moderate”, or “Low”. | Advanced | |
Contact Reach Score | Returns the set of contacts that match the specified reach score. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Company Profile | Address: City (Domestic Main Office) | Returns the set of accounts that match the specified City, based on the city corresponding to the account’s main office within the country. | All packages |
Address: Country | Returns the set of accounts where the account’s country corresponds to the specified country. | All packages | |
Address: Postal Code (Domestic Main Office) | Returns the set of accounts that match the specified Postal Code, based on the Postal Code corresponding to the account’s main office within the country. | All packages | |
Address: Region | Returns the set of accounts where the account’s country is part of the specified geographic Region (for example, Northern America, Southern America, and so on). | All packages | |
Address: State (Domestic Main Office) | Returns the set of accounts that match the specified State, based on the State corresponding to the account’s main office within the country. | All packages | |
Company Name | Returns the set of accounts where the account’s name corresponds to the specified name. | All packages | |
Is the global headquarters? | Return a set of accounts that are or aren’t the global headquarters based on the choice. | All packages | |
Headquarters Country | Returns a set of accounts where the headquarters offices are in the specified countries. | All packages | |
Company Website | Returns the set of accounts where the account’s website corresponds to the specified website. | All packages | |
Employee Range | Returns the set of accounts where the account’s global employee range corresponds to the specified employee range. | All packages | |
# Est. Employees | Returns the set of accounts where the account’s estimated number of employees (exact count) corresponds to the specified number. | All packages | |
$ Est. Revenue | Returns the set of accounts where the account’s estimated annual revenue in US Dollars corresponds to the specified. | All packages | |
Franchise Classification | Returns the specified Franchise Status (Corporate HQ OR Franchisee) for accounts that are franchises. | All packages | |
Industry | Returns the set of accounts where the account’s industry corresponds to the specified industry. Sub-industries can be selected after selecting an industry. | All packages | |
Industry (Legacy) | Returns the set of accounts where the account’s industry corresponds to the specified legacy industry. | All packages | |
Industry: NAICS Code | Returns the set of accounts where the account’s NAICS Code corresponds to the specified NAICS Code. | All packages | |
Industry: SIC Code | Returns the set of accounts where the account’s SIC Code corresponds to the specified SIC Code. | All packages | |
Revenue Range | Returns the set of accounts where the account’s revenue range corresponds to the specified revenue range. | All packages | |
Technology Used | Returns the set of accounts that have been detected to use the specified technology or product. | All packages | |
Intent | 6sense Intent Keyword: # Branded Research | Returns the set of accounts that researched a specified number of unique branded keywords over a specified time period. | All packages |
6sense Keyword: Generic Research | Returns the set of accounts that researched a specified number of unique generic keywords over a specified time period. | All packages | |
6sense Intent Keyword: Keyword Groups | Returns the set of accounts that researched a specified number of keywords from the selected keyword groups over a specified time period. | All packages | |
6sense Intent Keyword: Keywords Researched | Returns the set of accounts with at least one research activity for a specified keyword over a specified time period. You can select “at least x keywords” and “more than y times.” | All packages | |
6sense Intent Keyword: # Total Researched | Returns the set of accounts that researched a specified number of unique keywords over a specified time period. | All packages | |
Bombora: Company Surge Topics | Returns the set of accounts with the specified company surge topics selected for the specified time period. | All packages | |
G2: Category Pageviews | Returns the set of accounts looking at your product category on G2. | All packages | |
G2: Comparison, Alternatives, and Ad Pageviews | Returns the set of accounts comparing your product to other products, viewing alternatives, or viewing ads on G2. | All packages | |
G2 Comparison | Returns the set of accounts that have compared the selected competitor products with your own product in the selected time range. | All packages | |
G2 Alternative Page views | Returns the set of accounts that have visited the alternatives page of the selected products in the selected time range. | All packages | |
G2 Ad Pageviews | Returns the set of accounts that have visited the Ad page of the selected products in the selected time range. | All packages | |
G2: Product Profile Pageviews | Returns the set of accounts looking at your product page on G2. | All packages | |
# Total G2 Intent | Returns the set of accounts that have had a certain number of any g2 intent in the selected time range. | All packages | |
# Total Research Activities | Returns the set of accounts that performed a specified number of total research activities over a specified time period. | All packages | |
TrustRadius: Category Intent | Accounts looking at your product category on TrustRadius. Requires TrustRadius license. | All packages | |
TrustRadius: Product Intent | Accounts looking at your product page on TrustRadius. Requires TrustRadius license. | All packages | |
TrustRadius: Product Comparison Intent | Accounts comparing your product to other products on TrustRadius. | All packages | |
Peerspot Competitor Intent | Accounts that have visited a competitor page or category page related to the selected product category a specific number of times on Peerspot. | All packages | |
Peerspot Product Intent | Accounts that have visited the product profile page or category page related to the selected product category a specific number of times on Peerspot. | All packages | |
Advertising | 6sense Advertising: # Clicks | Returns the set of accounts that clicked on 6sense campaigns a specified number of times over a specified time period. | All packages |
6sense Advertising: Engaged Accounts | Accounts that show engagement activities after first reached by the selected 6sense campaigns. Engagement activities include: – Web visits
| All packages; some options Advanced only | |
6sense Advertising: # Media Impressions Served | Returns the set of accounts that were shown a 6sense campaign a specified number of times over a specified time period. | All packages | |
6sense Advertising: Reached Accounts | Returns the set of accounts that were exposed to the specified 6sense campaigns over a specified time period. | All packages | |
External Media Campaign: # Clicks | Returns the set of accounts that performed a specified number of clicks on non-6sense media campaigns over a specified time period. | All packages | |
External Media Campaign: Engaged Accounts | Accounts that show engagement activities after first reached by the selected external campaigns. Engagement activities include: – Web visits
| All packages; some options Advanced only | |
External Media Campaign: # Impressions Served | Returns the set of accounts that were shown a non-6sense campaign a specified number of times over a specified time period. | All packages | |
External Media Campaign: Reached Accounts | Returns the set of accounts that were exposed to a specified non-6sense media campaign. | All packages | |
LinkedIn Campaign: # Clicks | Returns the set of accounts that performed a specified number of clicks on LinkedIn campaigns over a specified time period. | All packages | |
LinkedIn Campaign: Engaged Accounts | Accounts that show engagement activities after reached by the selected LinkedIn campaigns. Engagement activities include: – Web visits
| All packages; some options Advanced only | |
LinkedIn Campaign: # Media Impressions Served | Returns the set of accounts that were shown a LinkedIn campaign a specified number of times over a specified time period. | All packages | |
LinkedIn Campaign: Reached Accounts | Returns the set of accounts that were exposed to a LinkedIn campaign. | All packages | |
Website Engagement | Website Activity: # Clicks | Returns the set of accounts with a specified number of clicks on your website over a specified time period. | All packages |
Website Activity: # Form Submit | Returns the set of accounts with a specified number of form submits over a specified time period. | All packages | |
Website Activity: # Total Activities | Returns the set of accounts with a specified number of total activities on your website (pageviews, form submits, video plays) over a specified time period. | All packages | |
Website Activity: # Video Plays | Returns the set of accounts with a specified number of video plays over a specified time period. | All packages | |
Website Visit: Referrer Domain | Returns the set of accounts with at least one web visit over a specified time period with a specified referrer. | All packages | |
Website Visit: # Total Visits | Returns the set of accounts with a specified number of webpages visited over a specified time period. | All packages | |
Website Visit: UTM Parameter | Returns the set of accounts that visited your website through a specified UTM parameter over a specified time period. Supported UTM categories include:
| All packages | |
Website Visit: # Unique Visitors | Returns the set of accounts with a specified number of unique visitors to your website over a specified time period. | All packages | |
Website Visit: URLs Visited | Returns the set of accounts with at least one visit to a specified page on your website over a specified time period. You can select “at least x URLs” and “more than y times.” | All packages | |
Contact Engagement | Event: Attended | Accounts that have attended an event in the selected time period. You can select which event. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced |
Event: Registered | Accounts that have registered for an event in the selected time period. You can select which event. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Form Fill | Accounts that have performed a form fill in the selected time period. You can select which form. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Marketing Email: Clicked | Accounts that have clicked on a marketing email in the selected time period. You can select which webinar. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Marketing Email: Opened | Accounts that have opened a marketing email in the selected time period. You can select which webinar. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Webinar: Attended | Accounts that have attended a webinar in the selected time period. You can select which webinar. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Webinar: Registered | Accounts that have registered for a webinar in the selected time period. You can select which webinar. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
CRM | Accounts in CRM | Returns the set of accounts based on whether those companies exist as CRM Accounts. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced |
Days Since Last Sales Activity | Returns the set of accounts which have not had any sales outreach activity over the specified number of days. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Dynamics: Account | Accounts that are in Microsoft Dynamics. Filter using any field on the Dynamics Account Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
Dynamics: Contact | Accounts that have associated contacts in Microsoft Dynamics. Filter using any field on the Dynamics Contact Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
Dynamics: Lead | Accounts that have associated leads in Microsoft Dynamics. Filter using any field on the Dynamics Lead Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
Dynamics: Opportunity | Accounts that have associated opportunities in Microsoft Dynamics. Filter using any field on the Dynamics Opportunity Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
HubSpot: Company | Accounts that are in HubSpot. Filter using any field on the HubSpot Company Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
HubSpot: Deal | Accounts that have associated deals (same as opportunities) in HubSpot. Filter using any field on the HubSpot Deal Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
Salesforce: Account | Accounts that are in Salesforce. Filter using any field on the Salesforce Account Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
Salesforce: Campaign Member Status | Accounts that have at least one campaign members in the selected status or statuses for the selected CRM campaign. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Salesforce: Contact | Accounts that have associated contacts in Salesforce. Filter using any field on the Salesforce Contact Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
Salesforce: Lead | Accounts that have associated leads in Salesforce. Filter using any field on the Salesforce Lead Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
Salesforce: Opportunity | Accounts that have associated opportunities in Salesforce. Filter using any field on the Salesforce Opportunity Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
MAP | Eloqua: Contact | Accounts that have associated contacts in Eloqua. Filter using any field on the Eloqua Contact Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages |
HubSpot: Contact | Accounts that have associated contacts in HubSpot. Filter using any field on the HubSpot Contact Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
Marketo: Lead | Accounts that have associated leads in Marketo. Filter using any field on the Marketo Lead Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
Pardot: Prospect | Accounts that have associated prospects in Pardot. Filter using any field on the Pardot Prospect Object. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | All packages | |
Opportunity | Latest Won Opportunity Date | Returns the set of accounts where the latest won opportunity occurred on, before, or after a specified date. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced |
Opportunity Stage | Returns the set of accounts in the select opportunity stage. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Opportunity Status | Returns the set of accounts in the select opportunity status or statuses (open, closed won, closed lost). Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Opportunity Category Source | Returns the set of accounts from select opportunity category sources. Available after completing Data Standardization. Reach out to your CSM or Product Consultant if not available. | Advanced | |
Other | # Total Known Contacts | Returns the set of accounts where the number of known contacts, across CRM Leads, CRM Contacts, and MAP Leads, corresponds to the specified number. Available after model ready. Reach out to your CSM or Product Consultant if not available. | Advanced |
# Total Anonymous Activities | Returns the set of accounts where the number of total activities across the following types corresponds to the specified number: | All packages | |
Accounts in Segment | Returns the set of accounts that exist in another specified segment. | All packages |
The following values are supported in certain filters:
“Offer” in the UTM category parameter on Web Visits. This enables segment creation based on this parameter to more granularly filter web page visits.
“Null” for text-based segment filters. Primarily for CRM-based segments wherein the user may want to create segments that don’t have opportunities, contacts, etc.
“Does not contain” for website page visited. Enables easier exclusion during creation of web page-based segments (for example, “all accounts that have web activity that does not include ‘career’ in the URL”).
FAQ
Q: Can I bulk upload ZIP codes while creating segments?
A: You can upload a list of ZIP codes as a comma-separated list (a CSV). Note that we support 100 filters in total per segment.