How to segment B2B audiences in Discolike for targeted marketing

If you’re tired of sending generic marketing emails that land with a thud, you’re in the right place. This guide is for B2B marketers, sales folks, and anyone else who wants to actually reach the right people—without wasting time or budget. We’ll dig into how to segment audiences in Discolike for targeted outreach that actually works, what to skip, and how to avoid common traps. No hype, no jargon—just what’s worth doing.

Step 1: Get Your Data in Shape

Let’s not kid ourselves: audience segmentation is only as good as your data. If your CRM or contact list is a mess, Discolike isn’t going to magically fix that.

What to do before you start: - Clean your data. Remove duplicates, fix obvious typos, and make sure company names are standardized. - Fill in the gaps. Missing job titles, industries, or company sizes? Track them down, or at least flag the blanks. - Decide what matters. Not every field is useful. Focus on data that actually helps you divide your audience in meaningful ways—think industry, role, company size, or location.

Pro tip: If you’re missing a lot of info, don’t waste time chasing perfection. Start with what you have and add detail as you go.

Step 2: Understand Discolike’s Segmentation Features

Here’s what you can actually do in Discolike. Ignore the features page for a second—this is what’s useful in the real world:

  • Filters: You can filter by standard fields (industry, company size, geography, etc.) and any custom fields you’ve added.
  • Tags: You can tag contacts or companies for all sorts of reasons—event attendance, product interest, hot leads, whatever.
  • Saved Segments: Create dynamic groups that update automatically when new contacts meet your criteria.
  • Manual Lists: For the times you need to hand-pick your targets (think ABM or VIP outreach).

What doesn’t work so well? - Discolike’s “AI suggestions” for segments are hit-or-miss. Sometimes they surface something interesting, but don’t bet your campaign on it. - Overly complex logic. Trying to build segments with a dozen AND/OR rules quickly becomes a maintenance headache. Keep it simple.

Step 3: Define Segmentation Criteria That Actually Matter

You could slice your audience a hundred ways, but most of those won’t help you market better. Here’s what typically works for B2B:

  • Industry: The basics—SaaS, manufacturing, healthcare, etc. Messaging should be different for each.
  • Company size: The pain points of a 10-person startup and a 10,000-person enterprise are worlds apart.
  • Job role/seniority: C-level, VP, manager, or practitioner. Who actually makes decisions? Who needs to be convinced?
  • Geography: Sometimes you need to account for time zones, languages, or even local regulations.
  • Engagement: Have they opened emails? Attended webinars? Clicked on anything lately?

What to ignore: - Hobbies, birthdays, or personal stuff. Unless you’re selling birthday cakes, these don’t help B2B targeting. - Overly granular fields like “number of LinkedIn followers.” That’s a vanity metric, not a buying signal.

Pro tip: Start with 2-3 key criteria. You can always add more later, but over-segmenting just creates busywork.

Step 4: Build Your Segments in Discolike

Here’s how to actually set up your segments:

  1. Go to the "Audiences" or "Segments" tab. (Discolike sometimes renames this—just look for where you manage groups.)
  2. Click “Create Segment” (or “New Filtered List”—the naming shifts, but the process is similar).
  3. Choose your criteria. Use dropdowns to select fields (e.g., Industry = “SaaS” AND Company Size = “201-500”).
  4. Add tags or custom fields as needed. If you use tags for things like “attended Q2 webinar,” add those as filters.
  5. Name your segment clearly. “US SaaS VPs, 200-500 Employees” is better than “Segment 17.”
  6. Save as a dynamic segment if you want it to update automatically. This is great for ongoing campaigns—new contacts who fit will be included.
  7. Preview your segment. Double-check the list to make sure it looks right. If the segment is empty or too big, tweak your filters.

What to watch out for: - Tiny segments: If you narrow too much, you’ll end up with a segment of 3 people. Not helpful. - Overlap: If contacts fit multiple segments, be careful not to send them conflicting messages. - Manual errors: If you’re uploading lists or applying tags by hand, mistakes happen. Double-check.

Step 5: Sanity-Check and Test

Don’t assume you nailed it the first time. Here’s how to make sure your segments are useful:

  • Spot check a few contacts in each segment. Do they make sense? Are you actually reaching the right people?
  • Test messaging. Send a small campaign to each segment and look at open/click rates. If results are flat, your criteria might be off.
  • Check for drop-off. If a segment has a high unsubscribe rate, rethink your targeting.

Pro tip: Ask your sales team to review your segments. They know who’s actually buying.

Step 6: Use Segments for Targeted Campaigns

Now that you’ve got your segments, put them to use:

  • Personalize your emails. Reference the industry or relevant pain point right up top.
  • Run targeted ads. If Discolike integrates with your ad platforms, sync segments to show relevant ads (but keep a close eye on spend).
  • Tailor follow-ups. Use your sales playbooks to match outreach with the segment’s needs.
  • Measure results by segment. Don’t just look at overall campaign numbers—see which groups are responding.

What’s overrated? - Hyper-personalization. You don’t need a different subject line for every micro-segment. Focus on relevance, not creepy detail.

Step 7: Maintain and Refine

Good segments aren’t “set and forget.” Schedules change, people switch jobs, companies pivot.

  • Review segments monthly or quarterly. Are they still accurate? Are you missing any new patterns?
  • Kill segments that aren’t useful. Don’t keep dead lists around just because you spent time on them.
  • Add new data fields as you learn. If you realize “tech stack” is a key driver, add it and resegment.

Pro tip: If something feels too complex to maintain, it probably is. Simplify.

Real Talk: What Works, What Doesn’t

Works: - Keeping segments broad enough for real testing, but focused enough for relevance. - Letting segments evolve as your business and audience change. - Using dynamic segments for always-fresh lists.

Doesn’t work: - Chasing the “perfect” segment on day one. - Overcomplicating with dozens of micro-segments. - Relying on Discolike’s AI to know your business better than you do.

Keep It Simple, Iterate Often

Audience segmentation in Discolike isn’t magic—it’s just a tool. Start with the basics, test your assumptions, and don’t be afraid to change direction if something isn’t working. The best segments are the ones you actually use. Keep it simple, review regularly, and don’t let perfect be the enemy of good.