Segment filter on logic "Parent or Child is in segment"

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  • Jim Coleman

    We have a similar requirement, given that hierarchy is mostly relevant only within our key accounts.  Ideal use case would be to have a segment filter that allows "Parent is in <segment>" and/or "Ultimate Parent is in <segment>".  What we're looking for is something like this.

    Segment: Key Accounts by Contract Value (Contract Value > $X) - private, used only to compose Key Accounts segment

    Segment: Key Accounts by Ultimate Parent (Ultimate Parent in <Key Accounts by MRR>) - private, used only to compose Key Accounts segment

    Segment: Key Accounts (Account in <Key Accounts by MRR>, <Key Accounts by Ultimate Parent>) - public, used for all SuccessPlays, Campaigns, etc.

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