VutesaWhat is CRM-based email segmentation?
CRM-based email segmentation divides recipients using data stored in a CRM, so segments stay accurate without exporting lists.
How it works
Segmentation splits recipients into groups that share a trait. When the traits come from a CRM, segments reflect real context: how far along someone is, what they are worth and where they came from.
Example
Send onboarding tips to newly won customers, and a case study only to open deals above a set value.
How Upward addresses it
Dynamic Audiences are saved rule groups over leads, contacts, companies and team members. Opted-out people are always removed, and you can add engagement rules such as opened, clicked or did not open.
Frequently asked questions
What is CRM-based email segmentation?
CRM-based email segmentation divides email recipients using data stored in a CRM, such as pipeline stage, lead source, labels, deal value, location, or when a record was added or updated. Because segments come directly from the CRM, they stay accurate without exports, and opens and clicks flow back to each record for follow-up.
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