There will be times where you might want to make adjustments to the criteria for one of your segments. To do this, you will clone the existing segment, and make your changes to the clone.
Once you've made your changes, and given your clone segment a new name, the clone segment will be activated and the existing segment will be archived. Any new work will be done on the clone segment, while you will always have access to the archived segments.
You can clone as many segments as you need.
When to clone segments
If you just want to make minor changes to a segment, and don't need to have the original segment active, then you should make a clone.
If you want to use a different criteria set (different market), and you would like to have your existing segment remain active, create a new segment.
To Clone a Segment
- From the Segment Overview, click on the vertical ellipse at the lower right corner of the segment that you want to clone, and select Clone Criteria.
- Then, give your clone segment a name and optionally add a description, and click Next.
- Then you can choose how many contacts per company you would like and choose acceptable titles, and click Next.
- After choosing titles, you will have the option of choosing custom data points if you have them available on your plan. If you do not have them available on your plan, you will go to the Review screen.
- Review your changes and if everything looks good, click Next. If you find you've made a mistake, click Previous to go back and fix any errors. If you decide that you don't want to clone the segment after all, click Cancel.
After you have cloned a segment, the existing segment will be archived and the new segment will become active. No further work will be done on the archived segment. If you cloned an enrichment segment, any companies pending enrichment on the archived segment will be transferred to the new segment automatically.
After cloning a segment, the original segment will be automatically archived. You will still have access to the data on the archived segment, but no new work will be done on it.