Automation Flow - Segmenting Leads

Lead segmentation is essential to improve the effectiveness of your marketing and sales campaigns, increase customer satisfaction and achieve better results.

To create an Automation Flow aimed at segmenting your leads, follow these steps: Click on "Relate" and then choose "Automation Flows".

Click "Open Builder" :

Learn how to create an Automation Flow:

Automation Flows

Click to start and select your Trigger, Action or Condition.

In the example, a Trigger was set, which would be "Clicked inside an email?".

Then select which email the lead should click on.

Select "Change the Lead's segments".

Choose the segment you want this lead to be associated with and, if necessary, remove them from any other segment.

With segmented leads, you can perform specific actions targeted to each group, which can result in improved performance and more effective outcomes.