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Segments allow you to define key characteristics. Using marketing automation, you can then send multiple versions of an email with your email marketing campaign, each tailored to the segments you have created.Ĭontact tags allow you to provide an even more detailed layer to your segments. The idea is that you create sub-groups within your email list, categorized by characteristics you can pull out of your data. Segmenting can be done in a number of ways and depends on the kind of data that is available to you. Contact tags allow you to personalize on an individual level, while segmentation allows you to adjust the message of the campaign depending on the segment a recipient falls into. SegmentationĪs well as using data to personalize emails with data field tags, you can use your data to segment your emails.
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Related: We look at how to clean up your current CRM database in this post and give useful tips on how you can keep it that way. We put together a practical guide on customer segmentation in CRM will help you get started straight away. Your CRM (Customer Relationship Management) system is a gold mine of data you can already use, you just need to leverage it right. This can be done with ‘custom field tags’ or ‘personalization tags’ which are a feature of most email marketing tools, such as Mailchimp.
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