Automation
Understanding Segments
Discover how creating segments can refine your inbound automation strategy and target the right leads
Written By: Gaurav Bhattacharya
Jun 10, 2025
When it comes to managing inbound automation effectively, creating segments is a crucial step. Segments help you categorize and filter inbound leads to match your Ideal Customer Profile (ICP). Let’s dive into what segments are, why they are important, and how you can set them up for success.
What are Segments?
Segments are specific categories or groups into which you can organize your inbound leads based on certain criteria. By segmenting your leads, you can target your outreach more precisely and ensure that your marketing efforts are aligned with the interests and characteristics of your potential customers.
Why Do You Need Segments?
Better Targeting: Segments allow you to target your communications to specific groups, increasing the relevance and effectiveness of your messages.
Efficient Lead Management: By categorizing leads, you can manage them more efficiently, ensuring that each lead receives the appropriate attention based on their profile and interests.
Improved Conversion Rates: Tailored messaging and targeted campaigns can lead to higher conversion rates, as your leads are more likely to engage with content that speaks directly to their needs.
Personalized Outreach: Segments enable personalized outreach, making your interactions with leads more meaningful and impactful.
Filtering Non-ICP Visitors: Segments help filter out website visitors who do not match your Ideal Customer Profile, allowing you to focus your efforts on high-value leads and avoid wasting resources on irrelevant traffic.
How to Create Your First Segment

Creating segments on the Jeeva platform is simple and can significantly enhance your inbound automation strategy. Here’s a step-by-step guide:
Step 1: Name Your Segment
Choose a meaningful name for your segment that reflects the type of leads you want to track. A clear, descriptive name will help you easily identify and manage your segments in the future.
Step 2: Pick Job Titles
Select job titles that best represent your Ideal Customer Profile (ICP). This helps in categorizing and filtering your inbound leads effectively. Start by entering a job title and selecting the appropriate option from the dropdown menu.
💫Pro tip: Pick as many relevant job titles as possible when creating segments. This ensures your leads are better sorted and matched to your ICP, making your targeting more precise.
Step 3: Get Started
Once you’ve named your segment and selected the job titles, click 'Get Started'. Your segment is now set up and ready to filter inbound leads according to the criteria you’ve specified.
Maximizing the Use of Segments
To get the most out of your segments, consider the following tips:
Regular Updates: Periodically review and update your segments to ensure they remain aligned with your evolving ICP and business goals.
Analyze Performance: Monitor the performance of your segments to see which ones are yielding the best results and adjust your strategy accordingly.
Combine Criteria: In addition to job titles, consider adding other criteria such as industry, company size, or location to further refine your segments.
Start creating your segments today and see how they can transform your inbound automation strategy. Happy segmenting!
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