With Outfunnel you can send emails to three types of segments:

  • Contact segments created in your CRM

  • Event-based segments created in Outfunnel. Read more.

  • Imported segments that have been imported to Outfunnel via .csv. Read more.

In this article, we'll cover:

Outfunnel uses lists of contacts you've created in your CRM as recipients. Once you've connected Outfunnel to either Pipedrive, HubSpot CRM, or Copper, you can send one-off campaigns or automated email sequences.

Pipedrive users: choosing which segment(s) to send campaigns to (or sync to Mailchimp/ActiveCampaign)

In Pipedrive terminology, segments are called filters that show in Outfunnel as recipients you can send emails to.

Outfunnel supports Pipedrive People filters where you can use person, organization, deal, and activity fields as conditions, giving you powerful control over creating segments (organization or deal filters are not supported). For example, you could create filters that show you:

  • People who work in the software industry and have open deals

  • All clients who have not had any activities recorded for the past 3 months

  • All people who have an active deal in a specific stage and are based in New York

For example, the People filter below lists all contacts with an open deal in a specific pipeline and stage, and with the Organisation address located in the USA.

Any segments you’ve defined with Pipedrive will be available in Outfunnel as recipients if you’re creating new email campaigns, or if you’re creating an automation to sync data between Pipedrive and Mailchimp or between Pipedrive and ActiveCampaign.

Important things to keep in mind:

  • Outfunnel works with People filters only (Contacts > People in Pipedrive) and any Organisation or Deal filters can’t be used as segments to send campaigns to. That said, you can use Organization and Deal statuses and fields when you set up People filters.

  • Please make sure the filter visibility is set to Shared (and not Private)

  • Once you've created the filter and targeted it for a sequence campaign, Outfunnel checks the filter once per hour. To initiate an immediate check pause and reactivate the sequence.

  • The filters are dynamic, meaning that new contacts are added to the filter when they match the conditions. If you've targeted the filter for a sequence campaign, that means that all new contacts are also added to the sequence queue.

  • It usually takes 2-3 minutes between creating the People filter in Pipedrive and being able to access it in Outfunnel.

HubSpot CRM users: Choosing which segment(s) to send campaigns to (or sync to Mailchimp/ActiveCampaign)

In HubSpot terminology, segments are called lists that show in Outfunnel as recipients you can send emails to.

With HubSpot lists you can use person, company, deal and 3rd party application fields as conditions, giving you powerful control over creating segments. For example, you could create lists that show you:

  • People who work in the software industry and have open deals

  • All clients who have not had any activities recorded for the past 3 months

  • All people who have an active deal in a specific stage and are based in New York

Please note that there are two types of lists in your HubSpot account: active lists and static lists.

  • Active lists automatically update their members based on its criteria.

  • Static lists are snapshots of the contacts who meet a set criteria at the point when the list is saved.

Any lists you’ve defined with HubSpot will be available in Outfunnel as recipients if you’re creating new email campaigns. Just like this:

If you're using the App connector, all the segments you create will be available in Mailchimp/ActiveCampaign if you've set up a HubSpot CRM-Mailchimp connection or a HubSpot CRM-ActiveCampaign connection.

Important things to keep in mind:

  • Once you've created the list and targeted it for a sequence campaign, Outfunnel checks the list once per hour. To initiate an immediate check pause and reactivate the sequence.

  • The active lists are dynamic, meaning that new contacts are added to the list when they match the conditions. If you've targeted the active list for a sequence campaign, that means that all new contacts are also added to the sequence queue.

  • It usually takes 2-3 minutes between creating the List in HubSpot and being able to access it in Outfunnel.

  • Read more about creating lists here

  • Read more about using Outfunnel with HubSpot CRM

Copper users: Choosing which segment(s) to send campaigns to (or sync to Mailchimp/ActiveCampaign)

Outfunnel audiences are based on data in Copper, specifically segments defined by Lead Status, Contact Type or Contact tag

For example, you could:

  • Focus your top-of-funnel marketing content on fresh leads, by targeting new, unqualified leads

  • Create an agency-focused campaign and target them with relevant content

  • Target all leads that are “ultra-valuable”

This gives you a lot of flexibility to create audiences based on your preferred workflow within Copper, particularly when paired with Copper’s workflow automation feature - which we'll dive into further down.

The simplest way to start segmenting your contacts it to apply any of the three segmentation options (contact tag, contact type or lead status) manually. You can do this one-by-one, in bulk or in bulk when you're importing contacts.

Once you've done that (and you've connected Outfunnel to Copper) these segments will appear as recipients in Outfunnel. Just like this:

If you're using the App connector, all the segments you create will be available in Mailchimp/ActiveCampaign if you've set up a Copper-Mailchimp connection or a Copper-ActiveCampaign connection.

Before diving into using any of these though, we strongly suggest you take the time to define your workflow - whether you're going to be using automation or not. Make sure you’re really clear about:

  1. What each lead status represents (and whether you’re going to use leads at all in Copper) – perhaps each status represents a stage in the qualification/disqualification pipeline?

  2. What each contact type means – for example, each contact type could be show potential vs existing customer, or maybe the type of business.

  3. What you’re going to use tags for – a top tip here is: keep the list manageable and the tags themselves short and sweet

If you wanted to automate part of the segmentation process, you’ll need to use Copper’s workflow automation tool (note that workflow automation is available on with professional and business plans).

For example, you could tag all leads worth over $1m as “tag1” and then use that as a segment in Outfunnel. In Copper, you could create the segment by adding tags like this:

Once active, this workflow automation will then check the value of each lead and, if it’s >$1m, it’ll tag it as “tag1”. Then, if you want to invite those leads to the French Riviera for an extra-special get-together, you’d just search for the “tag1" Contact tag in Outfunnel:

Read more about using Outfunnel with Copper

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