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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.”
Contact segmentation and tagging requirements vary significantly across CRMs, making static Excel templates inadequate for managing tags and segments during bulk uploads. The challenge is that template headers can’t adapt to your specific segmentation logic.
Here’s how to handle contact tags and segments dynamically without the limitations of rigid template formatting.
Manage contact tags and segments using Coefficient
Coefficient’sContact List Sync functionality provides specialized capabilities for managing contact segments and list memberships directly, eliminating the need for static template headers with specific tag formats.
HubSpotFor B2B companies segmenting contacts by industry, company size, and engagement level,integration can automatically assign contacts to multiple lists based on conditional logic, while traditional templates require manual tag formatting that often results in segmentation errors.
How to make it work
Step 1. Import existing contact lists and segments to understand tagging structure.
Pull current contact lists and segments from your CRM to see exactly how tags and list memberships are structured. This shows you the available segmentation options without guessing at template requirements.
Step 2. Create segmentation logic using spreadsheet formulas.
Build formulas that automatically assign contacts to appropriate tags based on contact properties. For example, use IF statements to assign industry tags based on company information or engagement tags based on activity levels.
Step 3. Set up Contact List Sync for multi-segment assignment.
Configure Coefficient’s Contact List Sync to assign contacts to multiple segments in a single operation. This handles complex segmentation scenarios where contacts belong to multiple lists simultaneously.
Step 4. Use conditional assignment for dynamic tagging.
Set up conditional logic that assigns tags based on real-time contact data. For instance, automatically tag contacts as “High Value” if their company size exceeds certain thresholds or “Engaged” based on recent activity.
Step 5. Schedule automatic segment updates.
Use Coefficient’s scheduling features to automatically update list memberships as contact data changes. This maintains segment accuracy without manual intervention.
Automate contact segmentation and tagging
Start buildingDynamic list management provides more sophisticated segmentation capabilities than static templates while ensuring accurate tag assignment based on your specific criteria.intelligent contact segmentation today.
