Dear All,
I would like to switch/set roles to my contacts, e.g. CIO, CDO, CMO, Head of Sales so that when I start a campaign or send a newsletter, I can segment and send specific content to specific types of persona/roles.
How do you think I can achieve this in HubSpot?
Many thanks,
Anna
Hi @AGoldstein,
You would create a custom property to achieve this. Custom properties are fields in HubSpot which store certain characteristics of contacts. There are a lot of default ones, but there isn’t one for role/position. Your custom property could be a radio-select type property with multiple values (CIO, CDO, CMO etc.). Once a contact has a value in this property, you can create lists and filter by this property’s values. These lists would then serve as your segmented recipient lists.
There are multiple ways for you to update contacts with this information, either one by one on the contact record, per bulk-edit or per import.
The import option would start by exporting your contacts as an Excel file. This would allow you to add the role information easily in the respective column of the spreadhseet (updating a value in a spreadsheet doesn’t involve as much clicking around as updating the field/value in HubSpot would). After exporting and updating the file, you would import the spreadsheet again.
Hope this helps!