ServiceBell: Create an "Open Deal" Visitor Segment
CH

Christian Haskins

Created Nov 15, 2023

ServiceBell: Create an "Open Deal" Visitor Segment

Create a ServiceBell visitor segment for prospects with active deals viewing your website.

6
1

Click on the "Automations" tab on the left sidebar.

Click on the "Automations" tab on the left sidebar.
2

Click "Segments"

Click "Segments"
3

Create a new visitor segment

Create a new visitor segment
4

Name the segment something like: "Open Deal Prospects" — and then click "Create"

Name the segment something like: "Open Deal Prospects" — and then click "Create"
5

Click on URL

Click on URL
6

Change it to "Has Open Deal"

Change it to "Has Open Deal"
7

Click on "Is False"

Click on "Is False"
8

Change it to "Is True"

Change it to "Is True"
9

Click "Save"

Click "Save"
Well done!
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