ServiceBell: Create an Ad Campaign Visitor Segment

Create a ServiceBell visitor segment for people who landed on your site via ad click-throughs.

  1. 1. Click "Automations"

    Click "Automations"

  2. 2. Click "Segments"

    Click "Segments"

  3. 3. Create a new visitor segment

    Create a new visitor segment

  4. 4. Name it something like: "Ad Campaign Visitors" — and click create

    Name it something like: "Ad Campaign Visitors" — and click create

  5. 5. Click "URL"

    Click "URL"

  6. 6. Change it to "UTM Source"

    Change it to "UTM Source"

  7. 7. Type "linkedin" (or whatever ad platform you're driving traffic from)

    Type "linkedin" (or whatever ad platform you're driving traffic from)

  8. 8. Click "+ OR" to add more ad platform sources

    Click "+ OR" to add more ad platform sources

  9. 9. Click "Industry"

    Click "Industry"

  10. 10. Click "Show more" under "Contacts & visitors"

    Click "Show more" under "Contacts & visitors"

  11. 11. Change it to "UTM Source"

    Change it to "UTM Source"

  12. 12. Type "google" (or another ad platform you're driving traffic from)

    Type "google" (or another ad platform you're driving traffic from)

  13. 13. Repeat this process for however many ad platforms you've driving traffic from

    Repeat this process for however many ad platforms you've driving traffic from

  14. 14. (OPTIONAL) After adding your ad platform sources — click "+ And" below the rule group we just created

    (OPTIONAL) After adding your ad platform sources — click "+ And" below the rule group we just created

  15. 15. Click "Industry"

    Click "Industry"

  16. 16. Click "Show more" under "Contacts & visitors"

    Click "Show more" under "Contacts & visitors"

  17. 17. Change it to "UTM Campaign"

    Change it to "UTM Campaign"

  18. 18. In the empty input, type the name of the UTM Campaign being used on your ad platforms.

    This makes it so only visitors from that specific campaign are included in this segment.

    In the empty input, type the name of the UTM Campaign being used on your ad platforms.

  19. 19. Click "Save" and you're done

    Click "Save" and you're done