Email Marketing Tool

StephanieStacy
Member

Segmentation in Email Marketing

SOLVE

How exactly can you create segments in Hubspot?

What is the step by step procedure?

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Segmentation in Email Marketing

SOLVE

Hi @StephanieStacy,

 

Since marketing email sends in HubSpot are list based, you would create segments by creating lists: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

Specifically, you would:

  1. Create an active contact-based list
  2. Click 'Add filter'
  3. [most of the times] Click 'Contact properties'

Under contact properties, you'll find properties like industry, persona, lifecycle stage etc. Typically this is where most of the information you have input lives.

 

By specifying values (e.g. industry is equal to any of construction AND lifecycle stage is none of customer or empty), you can create segments.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Segmentation in Email Marketing

SOLVE

Hi @StephanieStacy,

 

Since marketing email sends in HubSpot are list based, you would create segments by creating lists: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

Specifically, you would:

  1. Create an active contact-based list
  2. Click 'Add filter'
  3. [most of the times] Click 'Contact properties'

Under contact properties, you'll find properties like industry, persona, lifecycle stage etc. Typically this is where most of the information you have input lives.

 

By specifying values (e.g. industry is equal to any of construction AND lifecycle stage is none of customer or empty), you can create segments.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes