To send an email campaign to leads that have converted via a given event (Landing Page, website form, pop-up, list import, etc.), simply create a segmentation based on conversion.
Creating a segmentation based on conversion
- Click Engage > Lead Segmentation. Then, click Create segmentation;
- Name your segmentation and click Create segmentation;
- Select Conversion > Lead converted (if you are interested in leads that converted via an event) or Lead did not convert (if you want to segment leads that did not convert via an event). Then, select via event;
- Enter the identifier of the conversion or event that you wish to segment into the field shown in the image below:
- You can search for the conversion identifier in the field itself or copy it according to the event type (Form, Landing Page, Pop-Up and API):
- Form: If you want to segment leads that converted via a form, click Convert > Forms. Open the desired conversion event and copy the conversion identifier, as shown in the image below:
- Landing Page: If you want to segment leads that converted via a Landing Page, click Convert > Landing Pages. Confirm the conversion identifier, as shown in the image, and copy and paste it into your segmentation:
- Pop-up: If you want to segment leads that converted via a Pop-up, go to Convert > Pop-ups and open the pop-up from which you want to create the segmentation. Find the conversion identifier and copy and paste it into your segmentation:
- API: If you want to create a segmentation for leads that converted via an API-integrated form, the conversion identifier will be in the POST you created, as shown in the image below. Copy this identifier and paste it into your segmentation:
- After creating the segmentation, simply click Save and Exit.
- To find out which leads are qualified, you can create a segmentation based on the responses your leads gave on your form or Landing Page, i.e., creating a segmentation based on the conversion data. Learn how in this article.
- If you want to create a segmentation involving more than one condition, for example, leads who converted via a Landing Page and who responded on your form that they like the color blue or who opened your email, check out this article.
- You can create multiple conditions for the same segmentation using the conditions AND and OR. Find out how by clicking here.