Segment Contacts best practices

What is the recommended method to segment my data base, so I can keep a certain group of contacts from the rest of the automation that runs in my instance Eloqua? This separate segment will be part of a campaign to drop to drop by email and I don't want that they meddle in other email campaigns that I have running for our commercial Manager and information bulletins. In addition to preserving these contacts from other email campaigns I don't want their sync for Salesforce. If one of the contacts converts on another well on our Web site, so I would like to update this contact to be in the main segment. My sync CRM troughs should not revisit these contacts, so I think that this part is fine. What I wonder about is the best way to segment my data base on a base continues. The new contacts for this segment are likely will be added to Eloqua via an API. I'm still working with my developer on how it will work.

-Adam

You have many options to segment your contacts and prevent various things to happen for them.

  • You can add these contacts to a shared list and manage the segment by managing the shared list. It would be a simple and natural way to do it-every time these contacts are added to the system, either by download or by the API, just add to the shared list. Then when you create other campaigns, just exclude this list shared your segments. To remove them from the shared list if they convert through another offer, you could add a step to "remove from the shared list" form processing to your other forms, if anyone on the list meets one of these forms, they are removed.
  • You could basically do the same thing by using a custom contact field. Here, the advantage is that it makes it more obvious that these contacts are (because they are marked on the registration of real contact, you will be able to see if they are in this segment by looking at just their field values, for example in an exported CSV file). The downside is that it uses one of your contact field assignment.
  • You could manage it through group email subscription - in other words, you could purchase these contacts to a particular group by email and them unsubscribe from all others. In this way, no matter if they are in your other campaigns, they get these emails in any case. If they convert through another offer in any way, you may switch all their subscriptions Group (them unsub from their original group and they subscribe to all others) in the form of treatment measures. The advantage here is that you don't have to worry of excluding it from campaign segments, because they will be excluded the emails automatically. However, I think it would be most barely manage, and I don't know how you would use it to control the sync for Salesforce.

Tags: Marketers

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