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After you filter data, you don’t have to download all of it right away. You can save records to lists to download later.
Many of our customers like to save their data on lists using different filters, like different fleet sizes, geography, or industry. These are their market segments. So that’s why we call these Segment lists.
And you may often choose more records than Credits Available, like here:
To get started with saving to Segment lists, click in either the selection button at the top of the table, or the Proceed to Download button on the Download step of filters. (Don’t worry, it won’t immediately download!)
A slider will appear with the choice to download All Records or Some Records.
If you want to save records to a Segments list, choose Some Records.
Currently, this step requires downloading at least 1 record. If you want to save most records to a Segments list, you can enter “1” or other low number in the Number of Records field.
Then, give your list a name. In this case we chose “Large Fleets in Michigan.”
Click the Download button.
You will receive an email with a link to an Excel file.
To see your lists, go to the Segments page in the side menu.
On this page, you can download all the remaining records from a list, or some of them. The number of remaining records on the list will update. You can keep coming back to download more records. You can also view the lists here.