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How to Build Audience Segments in Housing Market CRM

Tutorial 94 of 181 · 1 min 59 s

Open the product

Segments in Housing Market CRM Pro let you describe the people you want to write to once, for example buyers with a budget under 200,000 dollars in Bangkok who have not been in touch for 60 days, and then count them and send a campaign to everyone who matches today. This tutorial opens Marketing, then the Segments tab. You count a saved segment and see how many people match and how many of them can really be emailed, build a new segment from conditions, count it before you save, and open the send form. Nothing is sent in this video. The feature is new and shows a Beta badge while we refine it.

In this tutorial you will learn

  • What a smart segment is and why only the description is saved
  • How to count the people in a segment and why some cannot be emailed
  • How to build a segment from conditions that all must match, and alternatives
  • What you confirm before a campaign goes to a segment

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Marketing.
  3. Open the Segments tab.
  4. This feature is new and shows a Beta badge while we refine it.
  5. A segment is a saved description. Never a list of addresses.
  6. Click Count the people on a saved segment.
  7. It shows how many people match…
  8. …and how many of them can be emailed.
  9. People who unsubscribed, bounced or share an address are left out for you.
  10. Click New segment.
  11. Give the segment a name only you see.
  12. Everyone in the segment must match all of these.
  13. The first condition is no contact for at least 60 days.
  14. Choose Budget range.
  15. Enter the highest amount.
  16. Choose the currency. Different currencies are never compared.
  17. The second group is for alternatives, and it is optional.
  18. Click Count the people before you save.
  19. Every figure is a count. An address is never shown.
  20. Click Save the segment.
  21. The segment is saved. Use it in any campaign.
  22. Click Send a campaign on a segment.
  23. Write the subject line.
  24. Add your message.
  25. Confirm that these people asked to hear from you. You confirm it for every send.
  26. Only then does Send the campaign unlock. We stop here: nothing is sent in this video.