Scope
This guide covers setup & configuration for Segments & Lead Scoring. Availability depends on your tenant package, role and configured providers.
Purpose
Build audiences from profile, behaviour and intent rules.
Define audience purpose, criteria, score bands and exclusions.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Define audience purpose, criteria, score bands and exclusions.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Review size, movement, engagement and downstream outcomes.
- Apply consent, suppression and explainable rule logic.
Verify the result
Review size, movement, engagement and downstream outcomes. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Apply consent, suppression and explainable rule logic. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.