Sant Singh Rathaur

Do you know that you can use segmentation for Anonymous lead as well?

Blog Post created by Sant Singh Rathaur on Oct 16, 2019

Yes you heard it right! You can use segmentation for Anonymous lead as well as known leads. I hope you must be interested to know how if you haven't done it yet.

 

I will start with what is segmentation and how it works. 

 

Image source: Marketo product doc

 

 

Segmentations are special database tools that allow you to identify your database groups for various purposes, including Dynamic Content. Segmentations are pre-set list divisions that run in the background automatically and are much faster than smart lists.

To create segmentation, follow the method/steps below:

 

Step 1: Go to the Lead Database

Step 2: New > New Segmentation

Step 3: Add Segments

Step 4: Adjust Segment Priority Order - Why this step is important? This is to ensure that the right lead end up in the right segment because there is a possibility for a lead to be in the multiple segments.

Step 5: Press Create.

Step 6: Define Each Segment

Step 7: Approve the Segmentation

 

Once you have established the rules for each Segment, you can go to Segmentation Actions > Approve to make it available throughout the process.

 

Approval triggers a process to move through lead into one or the Default Segment or one of the three segments. It may take some time to complete this. Marketo will alert you or you can watch the updates to the green checkmarks with the little icons.

 

Read more about segments here: Understanding Dynamic Content - Marketo Docs - Product Documentation 

 

Now your segmentation is created and ready to use. Now, by using the same segmentation we have to create a landing page. Read here how to you use dynamic content in your Marketo landing page - Use Dynamic Content in a Landing Page - Marketo Docs - Product Documentation 

 

Once this landing page is ready then follow the below process:

 

For example, we have below details:

 

Landing page URL: http://example.com

Segmentation Name: Area-of-interest

Segment in the segmentation: Marketing, Sales, Default

 

Important Note: I believe you have already updated the content for the above segments in the landing page. If not then please go back to your landing page and add dynamic content.

 

Now you just need to create a query string URL to call your segments to populate the content for the respective segment.

 

Syntax will be:

 

Landing Page URL + ? + Segmentation name + = + Segment name

 

Example: http://exmple.com/?area-of-interest=marketing

 

So, if we will use the above URL then it will populate the content based on marketing and at the same time if we will use the sales segment then sales content will appear on the page. If no condition is met then default content will appear.


I hope you're going to enjoy reading this. Keep reading!

 

You can read the same blog on my website at santrathaur.com as well.

 

Read the blog here: Use segmentation for Anonymous lead...

 

Cheers,

Sant Singh Rathaur

 

Connect me on LinkedIn https://www.linkedin.com/in/sant-singh-rathaur/

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