How to create Segments

Last updated: April 22, 2026

Segments are one of the most powerful ways to unlock value with Vector. They let you define who you care about based on what they’re doing—whether they’re visiting your site, clicking your ads, or researching your industry behind the scenes. Segments help you find the right people at the right time and take action, automatically.

💡Skip the guesswork — launch with strategy-ready playbooks.

Check out our Playbooks — each one comes with real-world examples plus step-by-step instructions on when to use it and how it works.

Not sure which playbooks to start with?
No worries. We recommend launching with 2–3 plays based on your current priorities — even Vector started with just five. You can always build and evolve from there.

Need help picking a starting point? Email us at solutions@vector.co or message us via the chat bubble in the bottom-right corner.

🧠 Want to build your own play?

Here’s how to create a custom segment from scratch:

Step 1: Click “New Segment”

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From your Vector dashboard, click on the blue icon "+ New Segment." Create a segment from our library of playbooks, or hit "create from scratch".

⚠ Segments do not auto save. Ensure to click the "save" button in the top right corner of your segment builder before losing changes to your segment!

Step 2: Choose a Data Source

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This is what tells Vector when to include someone in your segment. You’ll see a few different trigger options:

  • All Site Visitors
    Captures known contacts from your Visitor Feed who land on your website.

    • Ad engagement (Ad Reveal)
      Retarget contacts who clicked your ads. Head to Ad Reveal in the toolbar and click Create Segment to capture ad clickers who didn’t convert and route them into follow-up flows.

      • Use the "UTM Parameters" filter to leverage this segment option!

  • Ad engagement (Ad Reveal)
    Retarget contacts who clicked your ads. Head to Ad Reveal in the toolbar and click Create Segment to capture ad clickers who didn’t convert and route them into follow-up flows.

  • Offsite Contacts
    Adds contacts showing buying intent across the web — like researching your industry, competitors, or relevant keywords.

    • 🚨 Intent data is pushed once a week on Friday evenings (U.S. hours). The data push will provide the past week's worth of data.

  • Ideal Customer Profile (ICP):

    Unlike targeting people already in your CRM or who've visited your site, Vector finds everyone in our contact database who matches your ICP and pushes them to your ad platform — so you can reach the right people before they know you exist. To use this datasource, make sure your ICP is configured first (Settings > ICP). Guide here.

In addition to these intent-based triggers, Vector also supports direct contact lists you can push to ads:

  • CSV Contact List
    Upload a list of specific contacts for enrichment or reactivation. This is contact-level ad targeting, perfect for event attendee follow-up, legacy leads, or one-time campaign pushes.

  • Integration Contact List
    Syncs a contact list directly from Salesforce or HubSpot. This keeps your ad audiences fresh and dynamic for ongoing contact-level targeting — great for open opportunities, churn risks, job changers, or new leads.

Step 3: Add Filters

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This is where you fine-tune who qualifies for your segment. You can mix and match filters like:

  • Ideal Customer Profile (ICP). Not sure if you've setup your ICP? Guide here!

  • Account lists

  • Job data (title, seniority, etc.)

  • Firmographics (industry, company size, location)

  • Behavior (intent topics, page views, ad clicks)

✅ Best Practices:

  • Email is known is great if you’re pushing data to HubSpot or Salesforce as an Action. It ensures we can match to existing records or create new ones.

  • LinkedIn URL is known is useful if you're planning to send notifications to Slack—your team can jump into action with all the right context.

  • Pro tip: Start broad and narrow later. It’s often easier to begin with simple filters, then optimize over time as you see what works.

Step 4: Add an Action, Save, Turn On!

This is where you decide what happens next. Each segment can have one or more actions — meaning you control exactly where its data is pushed. Nothing syncs by default; only the actions you select will run.

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The data you’re capturing is only as valuable as how you act on it. Most teams start by pushing directly to ad platforms for contact-level targeting, but you also have options for CRM syncs, webhooks, or CSV exports.

Ad Platforms

  • Intent-based researchers → Ads for precision targeting and immediate reach

  • Contact-level lists → Ad platforms for always-on engagement

  • Learn more here

API & Integrations:

🌟 Example Action Use Cases:

  • Intent-based contacts researching a specific topic → Sync to your ad platform → Push to Slack or CRM

  • Website visitors → Send to Slack → Alert account owner

  • Paid clicks who didn’t convert → Retarget → Trigger nurture or Slack alerts


Get ready to see the contact-level magic happen!! 🪄