Automated segmentation of marketing lists

Purpose

1. Automate segmentation of customer marketing lists for Salsa Clubs to provide targeted promotions, improve engagement, and maximize campaign ROI.

2. Automates the grouping of contacts by demographics, event attendance, activity level, preferences, and interaction history without manual intervention.

3. Supports dynamic updating of segments as new data arrives, powering automated, personalized marketing flows through multiple channels.

4. Enables automating exclusion of unengaged users and triggering retargeting or reactivation campaigns for Salsa Bar events.

Trigger Conditions

1. New subscriber signs up on Salsa Club website.

2. Customer purchases event tickets or joins a dance class.

3. Contact interacts with an email or SMS campaign.

4. Customer surveys indicate updated music or event preferences.

5. Scheduled update interval (e.g. daily sync with CRM or POS).

6. Manual upload of bulk customer CSVs.

Platform Variants

1. Salesforce

• Feature/Setting: Automate segmentation via Marketing Cloud “Data Extensions”/Einstein Segmentation API.
  

2. HubSpot

• Feature/Setting: Automated “Active Lists” filtered by properties, event participation, or behavioral triggers.
  

3. ActiveCampaign

• Feature/Setting: Automates segment queues using “Tags” and “Conditional Content” workflows.
  

4. Mailchimp

• Feature/Setting: Automated segmentation rules with “Audience Groups” and event-based API triggers.
  

5. Twilio Segment

• Feature/Setting: Automates creation of audiences using “Computed Traits” and event data ingestion.
  

6. Zoho CRM

• Feature/Setting: “Criteria Segmentation” automated via workflows and Zoho Campaigns API.
  

7. Microsoft Dynamics 365

• Feature/Setting: Automates segmentation using “Dynamic Segments” in Marketing module.
  

8. SendGrid

• Feature/Setting: Automates “Contact Lists” separation based on recipient engagement using List Management API.
  

9. Klaviyo

• Feature/Setting: Automates creation of “Dynamic Segments” from email/SMS activity and customer profiles.
  

10. Pipedrive

• Feature/Setting: Automates segmenting contacts with “Filters” and automated labeling via API.
  

11. Marketo

• Feature/Setting: “Smart Lists” with automated triggers for Salsa event attendance or email actions.
  

12. Pardot (Salesforce)

• Feature/Setting: Automates segmentation with “Dynamic Lists” based on behavior scoring.
  

13. Jotform

• Feature/Setting: Automatedly tags incoming form leads using submission fields with integrations.
  

14. Eventbrite

• Feature/Setting: Automates syncing event attendees to segmented lists via attendee data export API.
  

15. Constant Contact

• Feature/Setting: Use “Segmentation Tool” with automatable rules based on engagement or list joins.
  

16. Intercom

• Feature/Setting: Automates grouping by behavior via “Smart Segments” and event-based workflows.
  

17. Copper CRM

• Feature/Setting: Automates lists using “Filter” options and API for event-specific tags.
  

18. Airtable

• Feature/Setting: Automates contact segmenting using filtered ‘Views’ powered by automations.
  

19. Google Sheets

• Feature/Setting: Automates segmentation with Apps Script/filter formulas and external integrations.
  

20. Omnisend

• Feature/Setting: Automates creation of audience segments based on omni-channel campaign activity.
  

21. Brevo (formerly Sendinblue)

• Feature/Setting: Automated segmentation with “Dynamic Lists” linked to behaviors and event triggers.
  

22. Freshsales

• Feature/Setting: Uses “Smart Segments” automation on customer attributes and club engagement data.
  

Benefits

1. Automates targeted promotions, reducing manual list management effort for Salsa Bars.

2. Maximizes open and response rate through automatedly segmented and personalized campaigns.

3. Enables always-current targeting using real-time data updates and automation.

4. Automator reduces risk of sending irrelevant content, boosting customer satisfaction and retention.

5. Facilitates automating re-engagement flows for inactive Salsa Club contacts, enhancing revenue potential.

6. Automation of segmentation ensures regulatory compliance (e.g. opt-in/out, GDPR) is maintained.

7. Streamlines multi-channel orchestration for Salsa events, automating marketing at scale.