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Lists & Segmentation

Filter and segment your customer base from your CRM data, create lists and tailor your emails to target their exact profiles.

CRM That’s Better Together

Integrated CRM Sales and Marketing lets you optimise your database segmentation to create specific profiles and cohorts.

Database Segmentation

With SpotlerCRM, you can easily drill down and segment your database in an instant. As your email marketing is fully integrated with your CRM this means you can filter your contacts based on any of your data fields and by their activity in previous campaigns.

You can build lists or set mailing criteria that update at the point of mailing and cross-refer against other data specific to each marketing campaign you run. This lets you set up multiple stages within a campaign, each with a different mailing list.

Database Segmentation

Optimise Your Data

Make sure the right message go to the right people using database segmentation.

Create Static Lists to save and reuse, or Dynamic Lists that populate at the time of mailing, capturing your latest CRM data.
Filter contacts based on their engagement activity from previous campaigns, such as opens, clickthroughs or no activity.
Optimise your email marketing by designing different emails that target each specific groups.
Cross-refer your CRM and mailing consent data for data protection legislation compliance, for example GDPR.
Build segments using your CRM data fields, adding multiple criteria filters to create detailed selections with the option to cross-refer against your lists.
Add an individual contact to a List or Campaign, or send an email directly.

Powerful Targeting

Build broad or narrow segments from your CRM data or let your contacts decide what they want.

Mailing Lists

The Lists feature lets you create Static Lists that include all your contacts, or a selected group, that you can save, re-use and edit as you wish. You can also create Dynamic Lists where you can set a filter criteria that automatically updates the list with any changes to your contacts at the time of mailing, for example, if a new customer has been added.

Lists can be used on their own or cross-referred with other data filters in your multi-stage campaigns.

Multi-Selection Criteria

When you create your marketing campaign you simply enter your selection criteria to create new segmentation. You might select just your prospects, or maybe it’s all your contacts based in Glasgow. To drill-down further, you can use the multiple selection, or de-selection, criteria to build up or reduce the mailing list. For example, segmenting your prospects based in Glasgow that operate in the financial services sector.

Marketing Insight

As marketing activity and customers’ responses are recorded back to your CRM you can use this insight to further segment your contacts and aid your sales process. This means, for example, you could mail all customers with a minimum annual value of $2,000, who have recently purchased a particular product, but didn’t open a previous email you sent. All this is possible with SpotlerCRM.

Mailing Consent Lists

Mailing Consent Lists allow you to collect and record opt-in consent from your contacts. You can gain consent from your existing contact database using an email link, or from new leads via your website using a web form.

The feature enables compliance with international data protection legislation, including the EU’s General Data Protection Regulation (GDPR), creating an auditable log of when, how and from what IP address the consent was granted.

Use CRM consent lists for data regulation compliance

The ability to create so many different reports from our CRM means we can send bespoke segmented e-newsletters to our suspects, prospects and customers.

Elaine Hamilton, Hello Scotland

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