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Segmentation allows you to group people into distinct profiles for reporting and dynamic content. Here's how to create them.

FYI

Marketo is now standardizing language across all subscriptions, so you may see lead/leads in your subscription and person/people in docs.marketo.com. These terms mean the same thing; it does not affect article instructions. There are some other changes, too. Learn more.

1. Go to Database.

2. Click New and then New Segmentation.

Tip

You can create up to 20 segmentations.

3. Enter a Name, click on Add Segment and name it.

Note

Default cannot be moved, edited, or deleted.

4. Add as many segments as you want (up to 100).

Caution

The total number of segments you can create in a segmentation depends on the number and type of filters used and also on how complex the logic of your segments is. While you can create up to 100 segments using standard fields, using other types of filters can increase the complexity, and your segmentation might fail to approve. Some examples are: custom fields, member of list, lead owner fields, and revenue stages.

If you get an error message during approval and require assistance in reducing the complexity of your segmentation, please contact Marketo Support.

5. Drag and drop the Segments around to change their order. Once done, click on Create.

Note

 A person will qualify for the first matching segment in the order defined.

Reminder

You need to define segment rules before you can use your Segmentation.

Congratulations! You are one step closer to using Dynamic Content.