Demand Capture Segment Policy

A practical example

Label: a policy states the trial signup asset is hidden from any contact with a closed-won deal record.

A customer success manager wanting an exception must get written approval from marketing ops, logged with a reason.

What to evaluate before investing

• Ask whether eligibility rules can be enforced automatically in targeting, or only by convention that editors must remember.
• Confirm there is an exception log with approver, reason, and expiry for each granted override.
• Check how the policy handles segment drift, such as a customer record that loses its closed-won flag.

Limitations and tradeoffs

Strict eligibility reduces bad data but can suppress valid edge cases, like customers evaluating an adjacent product line; exceptions need a fast approval path.