Pipedrive, Copper, Hubspot
With Outfunnel's own simple email tool you can send campaigns to three types of segments:
Event-based segments created in Outfunnel (the topic of this article)
Segments created in your CRM. Read more.
Event-based segments can be created based on several condition types:
CRM fields are coming soon
You can even mix different conditions to create a more specific segment. Here are some examples of segments that you could create:
All people who received your latest newsletter but didn't open it (great for resending to everyone who didn't open)
All people who have visited a specific page on your website (eg. the /pricing page)
All people who have a lead score of 25+ (likely to be hot leads)
How to create event based segments
1. Navigate to Contacts and click on "Create segment"
2. Add the desired conditions and combine them in any way you'd like.
3. Save the segment and go back to the contact page to see how many contacts match the filter. You can also access it from the left-hand side menu and go back to the edit mode if something doesn't look right.
A couple of things to keep in mind:
💡 Segments are dynamic. New contacts that start matching the segment conditions will be added to the segment. Note that if you have an active sequence targeted to a segment, the sequence would be sent to the newly added contact(s).
💡 Coming soon: static and Outfunnel fields. Currently, all conditions reflect events and the Lead score field. We'll soon add support for additional Outfunnel fields like source/medium and CRM fields.
💡 Mailchimp, ActiveCampaign and Sendinblue email engagement is not supported in segments. Only Outfunnel campaign email engagement events are available when creating event-based segments.
💡 Still a work in progress. We're constantly adding new condition types and selectors. If you find a bug or have feature requests that would make the usage easier for you, let us know on firstname.lastname@example.org