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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’snative list management can’t easily split large contact lists into equal segments for sequential email sends, and there’s no built-in batch size management for campaigns over 1,000 contacts.
Here’s how to automatically segment large contact lists into manageable batches with precise size control and sequential timing.
Create automated batch segments for sequential campaigns using Coefficient
Coefficienthandles automated list segmentation through advanced filtering and conditional export capabilities. You can use Excel formulas to assign batch numbers to contacts, then create multiple HubSpot static lists with different filter criteria.
HubSpotThe key advantage is dynamic batch sizing. You can adjust segment sizes by changing filter values in Excel cells without recreating the entire workflow.can’t automatically split lists into equal-sized segments or provide batch processing for large email sends.
How to make it work
Step 1. Add batch assignment formulas to your contact data.
Use Excel formulas like =MOD(ROW(),500)+1 to assign every 500 contacts to sequential batches. This creates numbered batches (1, 2, 3, etc.) that you can filter on later.
Step 2. Set up multiple Contact List Sync exports with batch filters.
Create separate import configurations in Coefficient, each filtering on different batch numbers. For example, one export filters where Batch_Number=1, another where Batch_Number=2, and so on.
Step 3. Schedule sequential list creation.
Use Coefficient’s scheduling feature to create batch lists at timed intervals. Set daily schedules to automatically generate new batch lists for sequential email campaigns.
Step 4. Implement proportional distribution for A/B testing.
Use RANDBETWEEN formulas to randomly assign contacts to batches while maintaining equal distribution. This ensures your A/B test segments are properly balanced.
Step 5. Set up email alerts for campaign readiness.
Configure Coefficient’s email alerts to notify your marketing team when new batch lists are created and ready for email sends. This automates campaign preparation workflow.
Optimize email deliverability with controlled batch sizes
Get startedAutomated batch segmentation helps you manage large email volumes while maintaining deliverability best practices.with automated list segmentation for your email campaigns.
