If you’re running a B2B sales team and tired of manually sorting leads, this guide is for you. Getting lead segmentation right means your reps don’t waste time on dead ends, and you don’t have to play spreadsheet detective every week. Automated segmentation in Vidu isn’t magic, but if you set it up well, it can save you hours and sharpen your targeting.
Let’s cut through the fluff and get straight to how to actually automate lead segmentation in Vidu—from the first login to a functioning system. I’ll be honest about what’s worth your time, what’s not, and how to avoid common pitfalls.
Why Automate Lead Segmentation? (And When You Shouldn't)
Before you dive into automation, here’s the truth: automation only helps if your data is in decent shape and your team actually uses the segments. If your CRM is a mess or your team ignores lead scores anyway, fix that first.
Good reasons to automate segmentation: - You get lots of inbound leads and can’t sort them fast enough. - Your sales reps waste time chasing the wrong accounts. - You want to personalize outreach without hiring extra people.
Bad reasons: - You think automation will fix broken lead sources or bad data. - You have under 20 leads a week. Just do it manually.
If you’re in the “good reasons” camp, let’s get started.
Step 1: Get Your Data House in Order
Vidu can only segment what it can see. Garbage in, garbage out.
Checklist before automating: - Lead fields are standardized. Are company size, industry, and region fields actually filled out? Are picklists consistent? - No duplicate records. Clean them up—Vidu won’t magically merge duplicates. - Required data is present. If you care about segmenting by job title and half your leads are missing it, fix that upstream.
Pro tip: Pull a report of your last 100 leads. If more than 10% are missing critical fields, fix your intake forms or integrations first.
Step 2: Define Segmentation Rules That Actually Matter
Don’t overcomplicate it. Start with two or three rules that match how your sales team works.
Common segmentation criteria for B2B: - Company size (e.g., SMB vs. Enterprise) - Industry or vertical - Region or territory - Lead source (e.g., inbound demo vs. cold outreach) - Job title or seniority
What to ignore: - Overly granular segments you’ll never use (“Financial SaaS Companies in North Dakota with 51-70 employees”... why?) - Vanity segments that don’t change outreach
How to pick your rules: - Ask your best rep: “Which leads should never go to you?” and “Which do you wish you had more of?” - Look at closed-won deals: What do they have in common?
Write these down before touching Vidu. It’ll save you headaches.
Step 3: Set Up Segmentation in Vidu
Here’s how to actually build your segments in Vidu.
3.1. Navigate to Automation Settings
- Log in to Vidu.
- Go to the “Automations” or “Lead Management” section (Vidu’s UI can change; look for anything with “Segmentation” or “Workflow”).
- If you’re lost, check their documentation or search the help bar—Vidu’s help docs are decent.
3.2. Create Your Segmentation Workflows
- Select “Create New Automation” or similar.
- Choose “Lead Segmentation” as your workflow type.
- Name your workflow something obvious (“Enterprise Leads by Industry”).
3.3. Build Your Segmentation Rules
- Add conditions for each segment:
- Example: “Company size is greater than 500” AND “Industry is SaaS” → Tag as “Enterprise SaaS”
- Example: “Region is EMEA” → Assign to EMEA team queue
- Use AND/OR logic carefully. If you’re not sure, start simple and test.
- You can usually set actions like tagging, assigning owners, or moving to a list.
Pro tip: Don’t try to automate lead scoring and segmentation in the same workflow at first. It’s easy to make a mess. Start with segmentation only.
3.4. Test Your Workflows
- Run a test batch with sample leads.
- Watch for mis-segmented leads or stuff falling through the cracks.
- Check with a rep—did the right leads show up in the right lists?
What usually goes wrong: - Typos in field names (“industry” vs. “Industry”) - Overlapping rules causing leads to get double-tagged (not always a problem, but can confuse people) - Leads that don’t match any segment (watch for “unassigned” buckets)
Step 4: Connect Segmentation to Sales Workflows
Automation is pointless if your reps don’t see or use the segments.
How to make segmentation actually work for your team: - Set up views or queues in Vidu for each segment (“Enterprise Inbound,” “Mid-Market Manufacturing,” etc.). - Assign owners or teams based on segments—make sure no one gets stuck with all the leftovers. - If you use other sales tools (CRM, email outreach), check how Vidu syncs or pushes segments out. Some integrations are great, some are flaky—test with a small batch first.
Pro tip: Avoid sending every segment everywhere. Only sync what your team actually works. Otherwise, you’ll get complaints about “junk leads” flooding inboxes.
Step 5: Monitor, Review, and Tweak
No automation is perfect out of the gate. Set a calendar reminder to review your segmentation monthly, especially for the first few months.
What to watch for: - Segments that are always empty (maybe your rule is too narrow) - Segments overflowing with junk (too broad, or your lead sources need work) - Complaints from reps (“All my leads are in the wrong list” is a red flag)
Fixes: - Adjust rules, but don’t do it every week—give changes time to take effect. - If you find yourself adding endless exceptions, your segments are probably too complicated.
What Works, What Doesn’t, and What to Skip
What works: - Keeping your segmentation simple and tied to real sales actions. - Regularly checking if the segments match your actual customers.
Doesn’t work: - Automating based on incomplete or bad data. - Over-engineering—if no one uses a segment, it shouldn’t exist.
What to skip: - Fancy AI add-ons that promise “predictive segmentation” unless your data volume and quality are top-notch (spoiler: most aren’t). - Building segments for edge cases. Start broad, then get more specific only if you need to.
Keep It Simple and Iterate
Automating lead segmentation in Vidu is all about making your sales team’s life easier—not showing off how many rules you can create. Start with what matters, test it, and adjust as you go. Don’t be afraid to delete segments that no one uses.
You’ll save time, your reps will chase better leads, and you’ll have a system that actually works—without needing an instruction manual the size of a phonebook.