How can I segment my audience easily within a HubSpot workflow? | Scribe

    How can I segment my audience easily within a HubSpot workflow?

    • Mike Donnelly |
    • 0 steps |
    • 57 seconds
    The first step is to create a workflow. Depending on whether this is a one time email (think of a monthly newsletter) or an automated campaign (think a nurture campaign), you'll want to select how you want your campaign to start. If it's a one time email, we recommend using the "Specific date" option. This will be the date (and time) that will be the time your email will be sent.
    Enter the starting criteria of the workflow. In this example, we're going to use an "Active" list.
    In the workflow enrollment option, we've selected "List memberships".
    In this example, we're using the 300K List which is an "Active" list in HubSpot.
    Click "Apply filter"
    Click "Save"
    In this example, we want the email to send at 10:00am, so are updating the delay step to reflect this.
    Click "10:00 AM"
    Click "Save"
    Underneath the delay step, click the "+" sign to add another workflow action.
    Depending on how many audience segments you want to create (options include a two, three and five audience segments) select the appropriate split test automation action. In this example, we're creating three audience segments.
    Click "Save"
    Underneath the "Three cohort split test automation" step, click the "+" sign to add an additional workflow action.
    Click "Value equals branch".
    Click "Choose a property"
    Click "2. Three cohort split test automation"
    Click "cohort" which will then create three branches based on this property.
    Click "Create a separate branch for each value in this property"
    Click "Next"
    Click "Save"
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