Automated email segmentation: Setting up for better targeting

"Automated email segmentation uses dynamic rules and real-time data to group contacts automatically, eliminating manual list updates while boosting campaign relevance. By connecting unified customer data, you can build segments that update based on behavior, lifecycle stage, or engagement, and then trigger personalized workflows and content for each group. Start by cleaning your data, creating dynamic lists, linking them to automated journeys, and using AI to scale targeting and copy. In this blog post, we'll guide you through setting up better targeting, step by step."

"Unlike traditional static lists that require constant manual updates, automated segmentation continuously adjusts audience membership based on changing customer behaviors, preferences, and lifecycle stages. Dynamic lists update segment membership automatically in response to data changes, whereas static lists remain fixed until manually modified. For example, a dynamic segment for "recent purchasers" will automatically include new customers who have completed a purchase and exclude those who haven't made a purchase in the past 90 days."

Automated segmentation groups contacts using dynamic rules and unified real-time customer data to remove manual list maintenance and increase message relevance. Dynamic lists update membership automatically based on behaviors, lifecycle stage, or engagement signals, while static lists remain fixed until manually changed. Segments can trigger automated workflows and personalized content so contacts move between journeys as their status changes. Reliable automation requires clean, synchronized contact properties, tracked behavioral events, and engagement signals. Implementation steps include cleaning data, creating dynamic lists, linking lists to automated journeys, and using AI to scale targeting and personalize copy.

Read at Hubspot