Now that you are familiar with the Go-to-Market Segmentation Panel, let's turn our attention to the 3-dot Segmentation Menu, the go-to spot for creating, editing, and managing your go-to-market hierarchy rules.
Video: Add Node vs. Add Hierarchy (3 Min. Video)
Note: We’re in he process of transitioning to a new UI and will refresh this video soon! In the meantime, you may refer to these notes for a rundown of the primary differences in the current and previous UI.
The first step to creating your GTM in Fullcast is to start building your go-to-market segmentation.
When creating a territory, you have two important options: 'Add Node' and 'Add Hierarchy.' But what is the difference between adding a node and adding a hierarchy?
Add Hierarchy
Selecting “Add Hierarchy” indicates that you will be using a rule to create multiple territories. At any given level of your hierarchy you can only use “add hierarchy” one time.
Add Node
Selecting Add Node means you will be carving an individual, standalone territory. This territory will follow unique rules distinct from other territories at the same level.
Example: Add Hierarchy vs. Add Node
Let’s say I wanted to carve NAMER into three segments: Enterprise, Mid-market, and SMB, using an employee count field. To do this, I select “Add Hierarchy” and can then use a bucket rule to input the employee count thresholds for each of those segments.
But let’s say I also want to keep Government accounts separate from those company size based territories. Do do this, I would select “Add Node” to create the Government segment.
Pro Tip: As you embark on your journey of territory carving, remember this: when unsure, opt to “'Add Hierarchy.”