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Do more with Outfunnel campaigns
๐Ÿ™Œ How to send a campaign to contacts that have taken a specific action (aka event-based segmentation)
๐Ÿ™Œ How to send a campaign to contacts that have taken a specific action (aka event-based segmentation)

With Outfunnel you can send email campaigns to contacts based on previous email engagement, web visits and lead score

Updated over a week ago

Note: Event-based segments and Campaigns tool are no longer available for new plans

With Outfunnel's own simple email tool you can send campaigns to two types of segments:

  • Event-based segments created in Outfunnel (the topic of this article)

  • Segments created in your CRM. Read more.

Event-based segments

With Outfunnel, you can create event-based segments and select them as a target for email campaigns for one-off campaigns and automated email sequences.

Event-based segments can be created based on several condition types:

  • Email activity

  • Website activity

  • Lead score

  • 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.

4. You can now select the newly created segment as a recipient for Outfunnel one-off campaigns and automated email sequences.

๐Ÿ’ก 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).

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