Segmentation and cross-referencing with CRM data
Posted: Mon Jan 06, 2025 9:58 am
If you have Marketing Automation software , the profiling phase begins at this point. Depending on the pages you visit on the site and the products you view, the software assigns interest tags to the visitor profile . For example, a visitor looking at an accident insurance policy will be assigned the label “accident insurance”; a visitor looking at vehicle insurance will be given the tag “Auto/motorcycle insurance”; and so on.
Then, when in the same browsing session you fill out the information or brazil whatsapp resource quote request form, a contact is created in the marketing automation software with name, surname and email to which these tags are associated. Contacts with the same tags can be grouped into lists to which communications relating to the products in which they have shown interest can be sent.
The operation described above – the division of contacts based on interest tags – is called segmentation , and is certainly one of the most interesting functions of marketing automation for the insurance sector. Above all, it is an operation that can also be done on existing databases , allowing you to plan ad hoc marketing initiatives on active and dormant customers.
Then, when in the same browsing session you fill out the information or brazil whatsapp resource quote request form, a contact is created in the marketing automation software with name, surname and email to which these tags are associated. Contacts with the same tags can be grouped into lists to which communications relating to the products in which they have shown interest can be sent.
The operation described above – the division of contacts based on interest tags – is called segmentation , and is certainly one of the most interesting functions of marketing automation for the insurance sector. Above all, it is an operation that can also be done on existing databases , allowing you to plan ad hoc marketing initiatives on active and dormant customers.