Dec 6, 2023
The Ultimate Guide to ServiceBell Visitor Segments
Create hyper-specific visitor segments and use them in your alerts, journeys, routing rules, and more.
Don’t force your reps to consider EVERY SINGLE visitor on your website.
Make it easy for them to pounce on exactly the type of visitor they’re looking for with custom-made, hyper-specific ServiceBell segments.
This play gives you everything you need to create hyper-specific visitor segments and use them in your alerts, journeys, routing rules, and more. Let’s roll:
The Basics of Visitor Segments
Visitor segments let you group visitors based on their demographics, behavior, and your CRM data. The cool part? When you create visitor segments and use them (in your alerts, journeys, etc) — you can update those segments and have your changes reflected EVERYWHERE they’ve been used.
For example: Imagine you created a visitor segment for target accounts.
You create a bunch of alerts, journeys, and routing rules using that segment
Then, a few weeks later you decide you only want to include target accounts WITHOUT open deals. With ServiceBell segments, you only have to create that change in one place and it’ll automatically update everywhere it’s been used.
Here’s what you can use visitor segments for:
→ For Journeys
→ For Alerts
→ For Routing
→ For Live Feeds
(Ultimate List) How to Create VIP Visitor Segments
→ For High-Intent Page Visitors
Create a ServiceBell visitor segment for people actively viewing pages like pricing, demo request, contact, etc.
→ For Prospects Viewing Proposals
Create a ServiceBell visitor segment for prospects actively viewing your proposal or quote pages.
→ For Prospects With Open Deals
Create a ServiceBell visitor segment for prospects with active deals viewing your website.
→ For Prospects With “No Decision” Deals
Create a ServiceBell visitor segment for prospects with "no decision" deals actively viewing your website.
→ For Target Account Visitors
Create a ServiceBell visitor segment for target account visitors actively viewing your website.
→ For Visitors From Your Reps’ LinkedIn Profiles
Create a ServiceBell visitor segment for LinkedIn prospects who came through your reps' LinkedIn profile.
→ For Ad Campaign Visitors
Create a ServiceBell visitor segment for people who landed on your site via ad click-throughs.
→ For Anything You Want
The beauty of ServiceBell segments is that they’re based on flexible properties & conditions — making them extremely customizable. If you can imagine a segment in your head, you can probably create it within ServiceBell.
