Advice and answers from the Jumplead Team

Creating useful segments from your contacts allows you to send appropriate and thoughtful communications to your contacts.

To get started click ‘Create List’ in the top right of the page.

Name your List and apply any filters you wish to use to segment your list.

As your contacts details change they will be automatically added and removed from the appropriate lists.

Tag filters

Use tags as a general way to include or exclude contacts from a list, tags can be added to contacts when they are imported, manually, or by automations (for example when someone converts on a form).

Stage filters

Stage filters are a good way to limit a list to a particular sales stage.

Country filter

For geo targeting you can limit your lists to contacts from a specific country, then for US contacts you can further refine your targeting to States, and in the UK to postal areas.

Contact field filters

When you create custom contact fields (populated by mapping data on import or using conversion forms), you can then use any dropdown and checkbox options to segment your contacts.

You can also select the other Jumplead users you wish to share your List with.

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