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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 lacks built-in batch size controls for email campaign segmentation, making it difficult to manage large lists or create sequential email sends with controlled timing.
Here’s how to automatically segment large contact lists into precise batch sizes with sequential scheduling that optimizes email deliverability and campaign management.
Create controlled batch segments with sequential timing using Coefficient
Coefficientprovides sophisticated batch segmentation through automated list creation and formula-based contact assignment. You can use Excel formulas to assign batch numbers based on desired sizes, then create multiple scheduled exports for sequential campaign sends.
HubSpotThe biggest advantage is dynamic batch sizing. You can reference Excel cells containing batch size parameters, allowing easy adjustment without reconfiguring workflows.cannot automatically create sequential email send segments or provide dynamic batch sizing capabilities.
How to make it work
Step 1. Create batch assignment formulas in Excel.
Use formulas like =CEILING(ROW()/500,1) to assign every 500 contacts to sequential batches. This creates numbered batches (1, 2, 3, etc.) that maintain equal distribution across your contact list.
Step 2. Set up multiple Contact List Sync exports with batch filters.
Create separate import configurations in Coefficient, each filtering for specific batch numbers. Configure one export for Batch_Number=1, another for Batch_Number=2, and continue for all your desired segments.
Step 3. Schedule sequential list creation at campaign intervals.
Use Coefficient’s scheduling to create batch lists at intervals that align with your email send timing. Set daily schedules to automatically generate new batch lists for sequential campaigns.
Step 4. Implement random distribution for A/B testing.
Use RANDBETWEEN formulas like =RANDBETWEEN(1,4) to randomly assign contacts to batches while maintaining target sizes. This ensures A/B test segments are properly randomized.
Step 5. Set up campaign readiness notifications.
Configure Coefficient’s email alerts to notify your team when new batch lists are created and ready for email sends. Include variables in alerts to specify batch numbers and contact counts.
Optimize deliverability with smart batch management
Start usingControlled batch segmentation helps manage large email volumes while supporting deliverability best practices and campaign timing requirements.automated batch segmentation for better email campaign management.
