Datasets

Datasets are saved groups of leads that you can reuse across campaigns.

What Are Datasets?

A dataset is a collection of leads defined by filters or manual selection. Use them to:

• Target the same audience repeatedly
• Share lead segments with team members
• Track performance by segment

Creating Datasets

Click Add Dataset to create a new dataset:

Configuration Options

Name: Give your dataset a descriptive name

Type:

• Dynamic: Automatically updates as leads match filters
• Static: Fixed list of leads

Filters: Define criteria to automatically include leads

• Industry, location, company size
• Lead score, tags, status
• Custom field values

Manual Selection: Add specific leads by selection

Editing Datasets

To edit a dataset, click the menu button on the dataset card and choose Edit:

You can update:

• Dataset name and description
• Filter criteria
• Dynamic/static type
• Lead selection

Using Datasets

• Select datasets when creating campaigns
• Use in analytics for segmented reporting
• Share with team members for collaboration
• Bulk actions on dataset members

Best Practices

• Name datasets descriptively
• Use dynamic datasets for ongoing targeting
• Archive unused datasets
• Review dataset criteria periodically