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Introducing Email List Segmentation

You asked for it and we listened! Today we are so excited to introduce segmentation in Lead Pilot. Segmentation is the key to connecting to your clients intentionally with content that they actually want to receive. If you want to improve your email marketing and drive more leads you must segment your lists.

Introducing Email List Segmentation

To help you achieve more success with your email marketing we’re excited to introduce email list segmentation. With list segmentation your team can:

  • Cater to your contacts’ interests and their unique life stages.
  • Send tailored content to your contacts based on demographic, risk score and more.
  • Smart lists put your segments on autopilot. Create a segment one and site back and relax as it updates itself by adding and removing contacts that meet your conditions.

What Are Email List Segments And Why Do I Need To Use Them?

Segments are essentially “smart” lists that are based on conditions that you set, and contacts will be added or removed to these segments in real-time as their own attributes change. For example, you may create a segment for clients who are five years from retirement so that you can begin to send them important information to prepare for their last few working years to gear up for their retirement years. Or perhaps you are targeting to work with Exxon employees. You can create a list just for Exxon employees and send them tailored content specific to their retirement benefits and how you can help.

Segmented campaigns have open rates that are 14.31% higher, clicks that were 100.95% higher and 4.65% lower unsubscribe rates than non-segmented campaigns by the same users.

– Mailchimp

Let’s take a closer look at this new feature.

How to Segment Your Email Campaigns In Lead Pilot

Follow these step-by-step instructions to start creating your own custom segments in Lead Pilot:

  1. From the “Contacts” page, click “Segments” beneath the Lead Pilot logo:

2.  Next, click the “Create Segment” button in the top right corner:

3. Type in a name for your segment:

You can also easily edit a custom segment:

  1. From the “Segments” page, click on the “…” to the right of the segment.
  2. Select “Edit” from the dropdown:

3. Click the “Minus” symbol next to a condition to remove it:

4. Click “Add a rule” to create a new condition.
5. Edit existing conditions by clicking and typing.
6. Click the “Save” button to save changes made to your segment:

Struggling With What Content to Share on Social Media or via Email?

We are offering access to our content for advisors to use via Lead Pilot for 14-days completely free (even on our month to month plans).

Get All The Details Here


About The Author

Lauren Beichner

A part of Twenty Over Ten’s digital marketing team, Lauren is a Content Creator. A true Carolina girl through and through, she loves everything about Fall (yes, especially #PSL ☕) and can’t resist a fluffy yellow lab.

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