Auto-segmentation of contacts for targeted marketing

Purpose

1.1. Automate segmentation of contacts in cultural center facilities to create targeted marketing groups, automating the classification by demographics, interests, attendance, and engagement metrics.
1.2. Automating this ensures hyper-relevant outreach, improved RSVPs, higher event attendance, and refined audience engagement based on automated dynamic data.
1.3. Automator logic enables continuous, automatedly updated lists for tailored campaigns, maximizing each audience's cultural interest.

Trigger Conditions

2.1. New contact signup via website/event form submission.
2.2. Changes to contact details or preferences.
2.3. Contact engagement actions (email clicks, event signups, donation).
2.4. CRM data imports/updates.
2.5. Scheduled batch automation (daily/weekly refresh triggers).

Platform Variants

3.1. Salesforce
• Feature/Setting: Contact List Views, triggered through "Process Builder" or "Flow Builder" automates segmentation via filters (e.g., "Last Attended Event")

3.2. HubSpot
• Feature/Setting: Active Lists with segmentation criteria; automated triggers configured via "Workflow" for real-time auto-updates.

3.3. Mailchimp
• Feature/Setting: Segments and Tags; API endpoint `/lists/{list_id}/segments` automates group assignment on data change.

3.4. ActiveCampaign
• Feature/Setting: "Advanced Search" and "Automations" — contact tags automatedly updated from surveys or event RSVPs.

3.5. Zoho CRM
• Feature/Setting: "Segments" and "Workflows" automate group assignment by custom fields (e.g., art class attendee).

3.6. SendGrid
• Feature/Setting: Marketing Campaigns segmentation API `/v3/marketing/contacts/search`; automate dynamic updating.

3.7. Klaviyo
• Feature/Setting: "Segment" API `/v1/segments` and event-based flows automate audience lists for campaigns.

3.8. Microsoft Dynamics 365
• Feature/Setting: "Customer Segments" under Marketing; automate through Power Automate for regular updates.

3.9. Pipedrive
• Feature/Setting: Filtered Views with webhook triggers to external automators.

3.10. Constant Contact
• Feature/Setting: List Segmentation API `/contacts` for group auto-updating via integration triggers.

3.11. Brevo (ex-Sendinblue)
• Feature/Setting: Segments in Contacts; `/contacts/segments` automates updates via workflow.

3.12. Google Sheets + App Script
• Feature/Setting: Script automates row grouping by criteria on contact updates.

3.13. Airtable
• Feature/Setting: "Views" and Automation Scripts — dynamic segments update as records change.

3.14. Shopify
• Feature/Setting: Customer segments via API `/admin/customers/search.json`; automates by tags or purchase history.

3.15. Eventbrite
• Feature/Setting: "/users/{user_id}/owned_events/attendees/" API — automate contact tags by event and ticket type.

3.16. Segment.com
• Feature/Setting: "Audience" creation with auto-sync to downstream tools via API.

3.17. Marketo
• Feature/Setting: Smart Lists and Triggers; API automatedly re-segments as lead scores or interests update.

3.18. Intercom
• Feature/Setting: "Segments" and "Automated Rules" update user group membership in real time.

3.19. Slack
• Feature/Setting: Channels automatedly organize inbound contacts by interest, via API and workflows.

3.20. Twilio
• Feature/Setting: Studio Flows automate SMS opt-ins into segments (e.g., texting "ART" segments contact).

Benefits

4.1. Automating segmentation rapidly enhances targeting precision and reduces manual labor.
4.2. Automator-driven updates maintain list freshness for highly relevant, automated marketing.
4.3. Automated workflows eliminate human error and bias in grouping.
4.4. Segmented, automatedly assembled audiences improve campaign ROI and retention.
4.5. Automation supports repeatable, scalable outreach as the contact database grows.