topic Re: Lead Segmentation/Email Segmentation in Lists, Lead Scoring & Workflows

Lead Segmentation/Email Segmentation

sahilsethi576 — Tue, 24 Nov 2020 16:02:04 GMT

Hi, I recently upgraded to starter Bundle

I am trying to segment contacts that i am uploading into different buckets, to send them different email newsletters.

How do i organize the new contacts?

Thanks!

Sahil

Re: Lead Segmentation/Email Segmentation

karstenkoehler — Tue, 24 Nov 2020 17:10:21 GMT

Hello @sahilsethi576,

For this you would lists: https://knowledge.hubspot.com/lists/create-active-or-static-lists

You can either build lists manually (by choosing contacts who should go in a certain bucket), this could be done with a static list. Or you use filters (available in both static and active lists) to filter all contacts in your CRM by certain criteria. Keep in mind that you can only filter for contact property values that are available. Ideally, the characteristics that you want to filter for are included in your import file.

There is a great knowledge base article on list criteria here: https://knowledge.hubspot.com/lists/determine-your-list-criteria

Hope this helps!

Re: Lead Segmentation/Email Segmentation

Malvika_Jain — Tue, 01 Dec 2020 01:03:09 GMT

Hello @sahilsethi576,

Hubspot allows you to create lists (segments) based on contact properties. These properties are generally based on

Data you have gathered from the lead by having them fill a field
Actions they have taken such as filled a form to attend a webinar

These segments are great but can be limited. To create industry based or company-turnover based segments you need external data about a contact, and you can get this by integrating Hubspot with a webapp called Vainu. Once connected, Vainu will populate each contact with many useful properties like company, country, industry, company size, revenue, tech tools used by the company, vehicles owned by the company and more.

Now you can make segments of contacts from say, Netherlands and send them emails in Dutch. or a segment of companies using your competitor's tech solution and target them. You can also layer a few contact properties to make a niche segment. Your segments will constantly be updated as Vainu continually refreshes its data. And the contacts in them will continually be wooed with highly relevant workflows.

Hope this helps!