Fullcast 102.3 - Building Your Go-to-Market: Add Node vs Add Hierarchy

TL;DR Add Hierarchy is for making several territories based on the same rule type. Add Node is for making a standalone territory.

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.

Note: The user interface in this video is outdated. We will refresh the video soon! In the meantime, if there is any confusion, refer to these notes for a rundown of the primary differences in current and previous UI.

Video: Add Node vs. Add Hierarchy (3 Min. Video)

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.”

Up Next

Fullcast 102.4 - The Four Types of Rules for Creating Hierarchies

Article Written by: Ashley Kim

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