Dynamic List Segmentation

Create powerful lists and send messages that engage prospects with trustworthy, targeted content

Strategic Segmentation: Elevating Your Marketing Effectiveness

Having a marketing automation tool in place is a great first step to boosting your marketing efforts. Dynamic list segmentation is a powerful feature of your platform since it helps you create targeted marketing campaigns that can play a pivotal role in elevating overall results.

Segmentation of marketing lists  – the act of creating and leveraging sublists based on specific attributes – enhances the effectiveness of marketing efforts by delivering the right message to the right audience at the right time. Dynamic segmentation means that the lists build automatically for you and change based on prospects’ most recent engagements with your brand. It is an essential practice for modern, customer-centric marketing that seeks to build meaningful connections and drive positive outcomes.

List segmentation that drives your marketing campaigns 

Dynamically add or remove contacts

With dynamic list segmentation, gone are the days of manually categorizing audiences.  Insightly Marketing can dynamically add or remove contacts from marketing lists based on their interactions, preferences, and behaviors, so you can ensure all your contacts get content best suited to their needs. These updates happen automatically on an up-to-the-minute basis.

As an example, eCommerce businesses constantly have customers interacting with their products and services. Manually adding or removing individuals from email lists based on their engagement would be a time-consuming task prone to errors. However, with dynamic list segmentation, this happens automatically. You set filters to dynamically add contacts to a targeted list based on their engagement with a product category or service. The next time a message is sent about that product or service, that contact receives it, thus ensuring they receive tailored promotions aligned with their interests. Conversely, automatically removing contacts who have opted out or shown disinterest prevents unnecessary email sends and decreases negative brand perception.

Conversion optimization at your fingertips

Dynamic list segmentation plays a pivotal role in conversion optimization. By precisely categorizing contacts based on their behaviors, preferences, and engagement levels, you can tailor messages to resonate with specific audience segments. This targeted approach ensures that promotional content is relevant and highly compelling to the recipients, increasing the likelihood of conversion.

Prioritize high-value leads

You want your team to focus on the leads that are most likely to convert, and dynamic list segmentation helps using lead scoring. By assigning scores based on engagement metrics, your team can better focus your efforts on leads with the greatest conversion potential. 

Prospect scoring involves assigning numerical values to leads based on their interactions, behaviors, and engagement with marketing efforts. This goes hand-in-hand with prospect grading, which evaluates leads against predefined criteria that your business sets to categorize them into different levels of qualification.

High-scoring and top-graded prospects signify a higher likelihood of conversion, allowing sales teams to focus on leads that have demonstrated significant interest and are closer to making a purchase. Dynamically adding high-score/high-grade leads to lists helps teams easily see and focus on the right leads right away. 

Segments based on firmographic and demographic data

You can create powerful segments based on firmographic and demographic data that is readily available. 

Firmographic data encompasses characteristics related to a company or organization, such as industry, size, location, and revenue. This can be paired with demographic data that focuses on individual traits like age, gender, job role, and interests.

Aligning content with your audience’s professional context and personal preferences fosters deeper connections and contributes to building lasting relationships with the target audiences.

Frequently Asked Questions

How often are Dynamic Lists synced?

Dynamic Lists are updated by Insightly every 60 minutes. Dynamic List membership is automatically recalculated by Insightly Marketing every 10 minutes, and Dynamic Lists used in Journeys are updated every 5 minutes.

How do I add Prospects to a Dynamic List?

Dynamic Lists are rule-based and will update automatically as Prospects are edited, added, or removed from Insightly Marketing. You cannot manually add or remove Prospects to a Dynamic List. For more information on adding prospects to a dynamic list, check out our Help Center.

What if I need to update Dynamic List rules?

To edit Dynamic List rules, navigate to Lists via the objects on the left side of Insightly Marketing. From the Lists screen, locate and open the Dynamic List that requires editing. Hover over the rule and click the Edit button that appears at the end of fields.