How to manage your Segmentation
What is segmentation? Why is it important?
Managing your contact list with proper segmentation will allow you to target your customers and will give a boost to your marketing strategy. It is very important to know your contacts and to keep a record of their behaviour so that you can create different segments within your database. You do not want all the content you produce to go to all your contacts simultaneously. If your list is properly segmented, you can target specific groups that are relative to the subject.
Segments can be assigned to contacts for several reasons. It can be that a contact was assigned because they signed up for an event or newsletter. A segment could can also be set for clients of one of the sales team.
Together we will see how to create segmentation to group a contacts list with their related Sales managers.
Creating segmentation and its segments
If you go to Options > Admin > Segmentation Manager, you will be able to see the list of various segmentation options you have.
Let us start by clicking on New as shown here below.
When creating a new segmentation, fill in the Name. The other fields you can ignore for now.
Once you are done click Save and it will be time to move to the Segments section. Here we will have a list of all the different options that will be available in the segmentation. In our case a list of all the Sales Managers.
Click on New and let us start by adding a Sales Manager.
Fill in the Name that will show as a segment. Click Save.
Now we can see our first segment as seen below. Repeat this for all the options you want in your segmentation, in our case this would be all of the sales managers.
If we now view any contact profile, scroll to the bottom and click on the little pencil icon next to segmentation and you will be able to see our new segmentation. Select the sales manager you would like for this contact and Save.
How to bulk assign a segment to a list of contacts?
Bulk assigning is very simple and straight forward. It is just like preparing a new list for import. The only difference is that there will be a new column in the excel sheet stating the value of the segmentation. In our case, it will be the sales manager linked with the contact.
If you want to just update the Sales Manager fields all you need is a unique identifier (Email / CRM ID) in our case email and the segmentation column which in our case is Sales Manager.
As you may have noticed, you do not need to prepare a list for each sales manager. You can have them all in one list.
If you need to find out more on how to import a list, find out more here.
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