Segment by tags, pipeline stage, custom fields, activity history, lead source, and behavioral data.
Create dynamic smart lists that update automatically as contacts meet or no longer meet the criteria.
Send targeted SMS, email, and call campaigns to specific segments for higher engagement and conversion.
Track engagement, conversion, and revenue by segment to understand which audiences perform best.
Select the filters and conditions that define your segment: tags, pipeline stage, activity, custom fields, or behavior.
Save the segment as a dynamic smart list that updates automatically as contacts meet or exit the criteria.
Send campaigns to the segment and track engagement, conversion, and revenue by segment.
You can segment contacts by tags, pipeline stage, custom fields, activity history, lead source, email engagement, call activity, and behavioral data.
Yes. Smart lists are dynamic and update automatically as contacts meet or no longer meet the segmentation criteria.
Yes. Target SMS, email, and call campaigns to any segment for higher engagement and conversion rates.