Lists, Lead Scoring & Workflows

BDickson8
Member

Automations,tags and segments

SOLVE

Hey guys 

my name is Bradley and I'm struggling with understanding the basics of segmentation, tags and automations...how do I go about learning these methods because I've searched everywhere 

1 Accepted solution
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Automations,tags and segments

SOLVE

Hi @BDickson8 I'm happy to get you pointed in the right direction, there's definitely a lot to understand and wrap your head around!

 

Segmentation - how you divide your contacts/audience to create a personalized journey with your product/service.

 

Ways to use segmentation in HubSpot:

  • Create lists to organize and segment your contacts
  • Email segmented lists to provide personalized content based on their stage in the journey, role, etc.

Tags - not sure exactly to what you're referring, in HubSpot there are Blog Tags that can be used to organize your blog content, is that what you're thinking of? or another type of Tag?

 

Automation - creating a series of actions based on specific triggers, this can be done in HubSpot with workflows and sequences.

 

Let me know what your specific questions are and I'll be happy to help further!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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1 Reply 1
Jnix284
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Automations,tags and segments

SOLVE

Hi @BDickson8 I'm happy to get you pointed in the right direction, there's definitely a lot to understand and wrap your head around!

 

Segmentation - how you divide your contacts/audience to create a personalized journey with your product/service.

 

Ways to use segmentation in HubSpot:

  • Create lists to organize and segment your contacts
  • Email segmented lists to provide personalized content based on their stage in the journey, role, etc.

Tags - not sure exactly to what you're referring, in HubSpot there are Blog Tags that can be used to organize your blog content, is that what you're thinking of? or another type of Tag?

 

Automation - creating a series of actions based on specific triggers, this can be done in HubSpot with workflows and sequences.

 

Let me know what your specific questions are and I'll be happy to help further!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin