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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 import creates only a single list per import session and cannot automatically segment contacts into multiple lists based on data values, requiring separate imports for each targeted list.
Here’s how to generate multiple targeted static lists from a single Excel dataset using automated filtering and dynamic segmentation.
Generate multiple targeted lists with automated segmentation using Coefficient
Coefficientenables sophisticated multi-list creation through advanced filtering and Contact List Sync capabilities. You can set up multiple import configurations from a single Excel data source, each with different filter criteria pointing to specific data values.
HubSpotThe key advantage is dynamic references. You can point filter values to specific Excel cells, allowing list criteria to change without reconfiguring imports.cannot create multiple lists from a single import session or apply conditional list creation based on data values.
How to make it work
Step 1. Set up your Excel data source with segmentation columns.
Organize your Excel data with clear columns for segmentation criteria like product interest, geographic location, company size, or engagement scores that will determine list membership.
Step 2. Create multiple import configurations with different filters.
Set up separate Coefficient imports from the same Excel data source. Configure each with different filter criteria – one filtering for “Product_Interest=Software”, another for “Region=West Coast”, and so on.
Step 3. Use Contact List Sync for automatic list creation.
Enable Coefficient’s Contact List Sync feature for each import configuration. This automatically creates separate static lists for each filtered segment as the imports run.
Step 4. Apply complex logic with AND/OR filter combinations.
Use Coefficient’s advanced filtering (up to 25 filters with AND/OR logic) to create sophisticated list criteria. For example: “Company_Size=Enterprise” AND “Product_Interest=Analytics” to create highly targeted segments.
Step 5. Schedule synchronized list updates.
Set all import configurations to refresh simultaneously on the same schedule. This maintains list consistency and ensures all segmented lists update together when your Excel data changes.
Automate complex list segmentation effortlessly
Start buildingMulti-list creation from single imports eliminates manual segmentation work while maintaining precise targeting for your campaigns.automated list segmentation workflows today.
