Segments provide the ability to filter data in the Marketo Measure ROI Dashboard in order to further drill down on a specific data set. For example, a segment could be defined by geographic territory or a grading system.
Why Custom Segmentation?
The Custom Segmentation feature allows you to filter Touchpoints by one category and by up to five segments. Depending on what Object your ROI Dash is pointed to (Lead or Contact), you can create segments based on the fields found on the Lead/Contact Object. As well, you’ll be able to create segments based on any fields found on the Opportunity Object.
When is the Custom Segmentation feature helpful?
Custom Segmentation can be used to see data for a particular record type. Once you map the filter logic, you should be able to see in the Marketo Measure dashboard’s Demand Waterfall View–the same data you would see in your CRM.
How do I set it up?
Step 1 - Determine what information you want to see.
Before you use this feature, figure out what touchpoint information you’d like to filter by. Remember to use the exact values in your CRM for your record types. The setup will filter touchpoints from the top to the bottom of the marketing funnel.
Step 2 - Login and locate the Segments feature.
Step 3 - Understand the components.
Step 4 - Add Filter Rules.
Formula fields cannot be used within your rules and will not appear in the picklist. Because formulas calculate in the background and do not modify a record, Marketo Measure cannot detect whether a record fits a rule or not.
The Value option is not a drop down and its value must be entered manually. Be sure to check the values in your Salesforce org
Repeat this process for the Opportunities segment rules
The “Other” category is a default segment that will capture any undefined Touchpoints. You can change the default segment’s name
Click the trashcan icon to delete a whole category or an individual rule within a category. Alternatively, click the pencil icon to edit the category or rule
You will notice that you have a “Save” button and a “Save and Process” button. Use the Save button to save your work and changes over time. Use the Save and Process button ONLY once you have made sure that:
If rules aren’t set up for both Leads/Contacts and Opportunities, you will see only a portion of your data. To elaborate, if you do not set up the Opportunities rules, you will only see Lead/Contact data without the Opportunities associated with it. The same is true if you do not set up rules for Leads/Contacts–you will only see Opportunities without the associated Leads/Contacts.
When you are done, click Save first, double check everything, and then click Save and Process. Remember that you will be unable to edit your settings for seven days when you save and process, as Marketo Measure is reformatting your data during this time.
How do I save the generated reports?
You cannot save the generated reports directly in the user interface. However, Marketo Measure saves the segment names in the URL so you can keep a record of each report by bookmarking the page.