Are you ready to grow your business with smarter marketing? Automatic lead segmentation can help you deliver personalized experiences, boost engagement, and increase sales, all with less manual effort.
If you’re new to lead segmentation, check out our lead segmentation guide to learn the basics, including its lead segmentation types and best practices. In this article, I’ll focus on how to automate the process using OptinMonster, the #1 lead generation tool trusted by over 1.2 million websites.
How to Automate Lead Segmentation
You can automatically segment leads as they come in so that new leads can enter the appropriate marketing funnel right away. With the right tools, even small businesses without huge marketing teams can take advantage of lead segmentation. The easiest way to segment leads automatically is with OptinMonster.
OptinMonster is the best lead generation software and can easily display specific optin marketing campaigns to specific segments.
In this example, the campaign offers a free guide to returning visitors from a particular referring website:
The copy reflects the fact that the visitor has been there before, which can convert better than generic copy. OptinMonster has dozens of templates that you can customize based on the needs of each segment.
OptinMonster integrates with many different marketing automation tools. In many cases, you can send a unique tag to an email service provider like Mailchimp indicating which segment the new lead belongs to. You can also send new leads to a CRM like Hubspot.
Here are our 8 favorite ways to automatically segment your leads with OptinMonster:
1. Self-Segmentation
OptinMonster has a powerful Yes/No feature that replaces the traditional optin form with 2 buttons. The buttons can redirect to a new URL, launch an email optin form, or just close the campaign.
With the Yes/No feature, you can allow visitors to self-segment based on their needs, interests, demographics, or other characteristics.
Read more about how SnackNation used OptinMonster to segment visitors and convert those leads to sales.
2. Surveys
If you offer a wide variety of products, you can use customer segmentation surveys to help visitors find what they need. Plus, you’ll know which products to market to which customers.
You can embed a survey on your website or any OptinMonster campaign. Then you add a MonsterLink™ for each of the survey results. MonsterLinks can turn any text, image, or button into a trigger that launches an OptinMonster popup.
When someone clicks on their result, a new OptinMonster campaign pops up asking them where to email their results. After the user subscribes, they’ll automatically be segmented to receive sales material related to their unique needs. This is an easy but powerful method of email segmentation.
3. Waitlists
Waitlists are an awesome way to build excitement and also segment your leads.
If you have a new product launching soon, write about it on your blog and email list. Then, create a special OptinMonster campaign inviting readers to join the waitlist. You can add this campaign to blog posts about the product or send it to your general mailing list.
Now you’ve automatically created a segment of leads who are interested in this specific product. You can send these new subscribers sales emails before and on launch day and watch your conversion rates soar.
See how Kinobody uses waitlists, surveys, and other lead generation strategies with OptinMonster.
4. InactivitySensor™
You may be wondering why you should care about disengaged visitors.
Well, disengaged doesn’t always mean uninterested. There’s just so many other things to browse on the Internet that users can easily get distracted.
When you reengage them with a special campaign, someone who would have abandoned your site forever might become a lead or customer instead.
OptinMonsters’s InactivitySensor™ makes it easy to catch distracted or indecisive users and help them achieve the goal that brought them to your site in the first place. If you tag the visitors who convert this campaign, you create a segment to get re-engagement email campaigns or retargeting ads.
5. Exit-Intent® Popups
OptinMonster’s signature Exit-Intent® Technology takes reengagement to another level by targeting visitors who are about to leave with coupon wheels, content upgrades, and other incentives.
You can then automatically send these leads to a segment for lead nurturing or abandoned cart recovery, depending on whether they purchase or not.
6. Geotargeting
With OptinMonster’s Geolocation Targeting, your site can automatically detect user location and use that data to segment geographically. This is a specific form of demographic segmentation with lots of opportunities for personalization.
For example, you can create campaigns in different languages targeted to the visitor’s region. You’ll know that email subscribers from this campaign can read and speak this language, so you can send emails with relevant offers.
You can also provide localized shipping deals targeted to users from a specific area. Once that segment of users is created, you can send them other products they might like based on geographic factors like climate or landmarks.
Learn more about other geomarketing examples and best practices.
7. Page-Level Targeting
One way to use implied segmentation is to make an educated guess about user intent based on their browsing behavior, then use OptinMonster’s Page-Level Targeting to show that target audience segment relevant offers.
For example, a visitor who spends more than a few seconds on the sale or clearance page might be especially motivated by a discount or free shipping coupon. A coupon wheel might be just what they need! You’ll already know that your new customers might be interested in future sales.
If they don’t buy even after spinning the wheel, you at least have their contact information. Knowing that they were interested in a discount, you can follow up with an abandoned cart recovery email sequence that emphasizes the value of your products or maybe offers another discount.
8. Referrer Detection
Sometimes it can be very helpful to know where a visitor came from and how they found your site. With OptinMonster’s Referrer Detection, you can create special offers based on referral source, like the example below:
If you’re getting referral traffic from a guest blog post or podcast episode you were on, that segment might be more likely to convert if your content mentions the blog owner or podcast host. In some ways, you’re borrowing the authority and reputation of the referrer to market to this particular segment of leads.
Similarly, you may be able to infer certain characteristics about users coming from different social media platforms like Facebook or LinkedIn. Based on that, you can segment those leads accordingly.
Start Segmenting Your Leads Today – Without All the Work
Automating your lead segmentation is a time-saver and money-maker for businesses of any size. By categorizing your leads based on their behavior and preferences, you can send targeted messages that drive conversions and build long-term loyalty.
With OptinMonster, you can easily implement these strategies and start seeing results. Whether it’s surveys, waitlists, geotargeting, or exit-intent popups, OptinMonster’s powerful tools make it simple to engage your audience effectively. Plus, with our bonus campaign setup, you’ll hit the ground running.
Don’t wait: sign up for OptinMonster today and discover the difference personalized marketing can make for your business!
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