If you've ever spent hours sifting through cold leads, you know how soul-crushing it feels to chase folks who were never a fit to begin with. This guide is for sales pros, marketers, or anyone who’s tired of mass-blasting emails and hoping for the best. I’ll walk you through creating custom lead segments in Leadboxer so you can zero in on the people who actually matter—and skip the rest.
Let's cut the fluff and get right into it.
Why Custom Segments Matter (and When They Don’t)
Before you start, be clear: not every business needs fancy segmentation. If you’ve got 50 leads a month, a spreadsheet and your gut might work just fine. But if you have hundreds or thousands of leads coming in, custom segments help you focus your outreach and avoid wasting time.
Good segments let you: - See which leads are actually engaging with your site, emails, or content - Tailor your outreach (no more generic “just checking in” emails) - Prioritize leads who fit your ideal customer profile
Bad segments, on the other hand, can overcomplicate things and leave you chasing your tail. The key is to keep it simple: start with broad filters, then get more specific as you learn what works.
Step 1: Get Your Data Flowing into Leadboxer
You can’t segment what you can’t see. Before building any segments, make sure Leadboxer is actually tracking your leads.
Checklist: - Website Tracking: Is the Leadboxer tracking code on your site? If not, install it—most folks just copy-paste it into their site footer or use a tag manager. - Email Integration: If you want to track email opens and clicks, connect your email provider or use Leadboxer’s tracking pixels in your campaigns. - CRM/Other Integrations: Sync your CRM if you want Leadboxer to pull in company, contact, or deal data.
Pro tip: Don’t overthink integrations upfront. Get the basics working first—you can connect more tools later.
Step 2: Decide What Makes a Good Lead
If you don’t know who you’re after, no tool will save you. Take five minutes and jot down what your best customers have in common: - Industry or company size? - Location? - Pages they visit on your site? - Actions they take (like demo requests or downloads)?
Don’t try to get too granular right away. Pick 2-3 traits that actually matter for your outreach.
What to skip: Don’t base segments on vanity metrics (like someone who just visited your homepage once). Focus on real buying signals.
Step 3: Build Your First Segment
Now for the meat of it. In Leadboxer, a “segment” is just a saved set of filters. Here’s how to build one:
- Go to the Leadboxer Dashboard
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Find the “Leads” or “Segments” section—depends on your interface version.
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Add Filters
- Click to add filters. You’ll see options like:
- Company size
- Industry
- Location
- Pages visited
- Lead score
- Email activity
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Pick the filters that match your ideal lead traits from Step 2.
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Set Filter Values
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For example:
- Industry: “Software”
- Location: “United States”
- Lead Score: Above 60
- Visited Page: “/pricing”
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Preview the Results
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Leadboxer will show you a live list of leads matching your filters. Scan it. If it’s empty, loosen your filters. If it’s everyone and their dog, tighten them up.
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Save Your Segment
- Click “Save segment” and give it a clear name (like “US Software Leads Over 60 Score”). Don’t call it “Test 1.” You’ll regret it later.
Pro tip: Start broad. You can always narrow down later. If your first segment catches 100 leads, that’s fine. If it’s only two, you’re being too picky.
Step 4: Put Your Segments to Work
Congrats—you’ve got a segment. Now what? Here’s how to actually use it:
- Targeted Outreach: Export the segment to your CRM or email tool. Personalize messages based on their behavior (e.g., “Saw you checked our pricing page”).
- Notifications: Set up alerts so you get pinged when someone new matches your segment. No more FOMO.
- Prioritization: Sort your daily call or email lists by segment. Focus on the hottest leads first.
What doesn’t work: Don’t spam everyone in your segment with the same pitch. Use the intel from Leadboxer (like pages visited or last activity) to tailor your approach.
Step 5: Refine and Iterate
Here’s the honest truth: your first segment probably won’t be perfect. That’s normal. Every company’s audience responds differently, and it takes a few rounds to dial in the filters that consistently surface the best leads.
- Review Regularly: Look at which segments actually convert. Drop the ones that don’t.
- Talk to Sales: If you’re not on the sales team, ask them which leads are panning out. Adjust your filters accordingly.
- Avoid Over-Segmenting: If you end up with 20 micro-segments, you’ll spend more time managing lists than closing deals. Stick with 3-5 core segments to start.
Pro tip: Clean up your segments every quarter. Leads and markets change—your segments should too.
What to Ignore
There’s a lot of noise about “hyper-personalization” and “AI-powered insights.” Honestly, most of it’s overkill unless you’re a giant enterprise. Here’s what you can skip:
- Chasing every new feature: Focus on making simple segments that match how you sell.
- Obsessing over low-value leads: Not every visitor deserves follow-up. Let Leadboxer filter out the tire-kickers.
- Complex scoring systems: Lead scoring is useful, but don’t get lost in formulas. Simple is better.
Real-World Segment Ideas (Steal These)
Stuck on what segments to build? Try these:
- Hot Website Visitors: Leads who visited your pricing or contact page in the last 7 days.
- Engaged Email Readers: People who opened/clicked your last 2 campaigns and have a high lead score.
- Target Industries: Companies in your top 3 industries, filtered by country or company size.
- Returning Prospects: Leads who came back to your site after 30+ days away—a good sign of renewed interest.
Again: don’t overcomplicate. Build a segment, see what pops up, and tweak as you go.
Keep It Simple—and Keep Going
Custom lead segments in Leadboxer aren’t about chasing every shiny feature—they’re about helping you spot the leads that matter, faster. Start broad, test, and adjust. You don’t need 20 filters or a PhD in analytics to get results. Just focus on the basics: who’s interested, who fits, and who’s worth your time.
Don’t let the perfect segment get in the way of a useful one. Build, test, tweak, and get back to selling.