Trying to segment database -- Smart List or Segmentation? | Community
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A
Anonymous
July 3, 2017
Question

Trying to segment database -- Smart List or Segmentation?

  • July 3, 2017
  • 1 reply
  • 2109 views

I want to break up my database into 4 groups:

1: Inbound Leads (any form fills)

2: List Leads (any leads from a tradeshow list, etc. but not Inbound)

3: Active Leads (leads who have taken an action in the past 12 months -- form fill, webpage visit, email open, email click)

4: Inactive Leads (leads who have NOT taken an action in the past 12 months -- form fill, webpage visit, email open, email click)

The reason being is, we'd like to create a new email campaign for Inbound leads, separate from the rest of the database. Then, we'd like to have another campaign for List Leads. On top of that, we'd like to separate out the send days for Inactive Leads and Active Leads (active leads will get emails more often).

Do you all think I should use segmentations? If so, would I just have 1 list per segmentation? Or, is it better to use Smart Lists, that way I don't have to worry about a Default segmentation?

Thanks!

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1 reply

Gerard_Donnell4
Gerard_Donnell4
Level 9
July 3, 2017

Hi Sarah Mayer​,

I would use smart lists as they would be easier to manage and make amendments to, which I think you will want to do as you refine these lists going forward. 

I would only use segmentations when you have multiple definitive groups to slot leads into under each category, examples would be:

Region: EMEA, APAC, NA

Industry: Financial, Medical, Educational

Product Range: Range 1, Range 2, Range 3

The reason you would use segmentation is so that you could personalise the emails and messaging you are sending to them with snippets, i.e. replace the footers with regional based footers that have different office addresses, telephone numbers; swap email banners based on industry etc...

From your description above I would say you are wanting to create siimple batches of people using filters, that are not overly related or that would be broken up further.  If that is the case I would use Smart Lists and create them in the database area.

Others may have different opinions though, thats just my 2 cents

Thanks,

Gerard

A
Anonymous
July 5, 2017

Thanks Gerard! I agree. Fingers crossed it goes well

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