Filter & Segmentation
Filtering takes your CRM, eCommerce or other records, filters based on the specified criteria and syncs the records into your target software. Filter your unlimited records bidirectionally from either software you are using today.
Segmentation syncs records from each defined segment into separate Lists, Groups, or Tags.
Does it only work if you use Campaigns, Marketing Lists, List Views, Groups, Tags or Saved Searches and pull records based on your filters from your software system of record?
No, it also works if you do not use Campaigns, Marketing Lists, List Views, Groups, Tags or Saved Searches. Try it out today in your Trial or, if on a paid plan, from the Add-Ons page!