How to segment leads with marketing automation

Using marketing automation to add tags and change sales stages when a lead undertakes activity to help segment leads by interest and qualification.

Stages are a great way to group leads that are all at a similar qualification stage, you might define a particular activity such as requesting a trial or downloading an ebook as a trigger to move your contact to a certain stage.

Tags along with stages are used to create a segment of your contact database for you to send an email broadcast campaign to.

Tags are added as an automation action, from the Automation step of the conversion form, landing page, or email building wizards.


Combine lead forms and pages, email marketing automation and live chat to jumpstart your marketing and sales.

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