HubSpot Segmentation and Personalization
Active lists by industry, role and behavior, plus emails and pages that change content for each segment.
- phaseImplementation
- engagementProject
- productMarketing Hub
The problem this solves
A large company and a student who downloaded one PDF get the same email with the same offer. The data you need to segment is incomplete or sits in fields everyone fills in differently, so segmentation stays on the to-do list.
How I work
I check whether the properties you need for segmentation are filled in: industry, company size, language, role and behavior. I fill the gaps with form fields, data enrichment or behavior data. Then we agree on segments with marketing: as many as your team can handle, and different enough that each one gets its own content.
In the portal I set up active lists that update on their own, personalization tokens with a default value so nobody gets an email with a blank first name, and smart content that changes sections of emails and pages by list or language. I only set up personalization where you have content for every variant.
What you get
- A fill-rate review of the properties needed for segmentation
- Segments agreed with marketing
- Active lists for each segment
- Personalization tokens with default values
- Smart content in emails and on pages
- A guide to adding new segments and variants
What usually goes with this service 2
HubSpot Email Marketing and Lead Nurturing
A newsletter, clean lists and email series that lead a contact to a conversation with a rep.
Learn more
HubSpot Marketing Reports and Attribution
Reports that show which campaigns and sources end in a deal, with a written definition for every number.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.