Scope
This guide covers daily operation for Segments & Lead Scoring. Availability depends on your tenant package, role and configured providers.
Purpose
Build audiences from profile, behaviour and intent rules.
Inspect membership and use segments in campaigns or journeys.
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
- State the operating objective and the record, audience, campaign or project in scope.
- Inspect membership and use segments in campaigns or journeys.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Recalculate dynamic membership and scores from new signals.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Review size, movement, engagement and downstream outcomes.
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.