Aug 26, 10:30 – 11:00 AM (UTC)
Learn how to reach the right people with the right message using HubSpot’s segmentation tools. In this 30-minute HUG session, Marketing and CRM Executive, Ellie Stirling, will show you how to use properties and lists to organise your data, build targeted audiences, and personalise communications across marketing and admissions. Ideal for education teams looking to make smarter use of their CRM.
Knowing your audience is essential to delivering timely and impactful communication. In this HUG session, we’ll explore how education organisations can use HubSpot’s segmentation tools to engage contacts more strategically - making every message more personalised, relevant, and effective.
Designed for education marketers, admissions teams, and CRM users, this 30-minute session will walk through the basics and beyond: what properties are, how to use them well, how lists can be built for campaigns or automation, and best practices for structuring your data for future-proof success.
What the Session Will Cover:
- The difference between contact properties, company properties, and custom properties
- How to structure and name properties clearly for team-wide use
- Using properties to support enquiry stages, year groups, audiences (e.g. agents, alumni, undergraduates)
- Static vs. active lists - and when to use each
- Smart segmentation for email sends, workflows, and reporting
Real examples from education use cases (open day communications, alumni outreach, application reminders)
Key Takeaways:
- Understand how to segment audiences based on intent, geography, course interest, and more
- Learn how well-structured properties can unlock better automation and reporting
- Discover how lists power smarter email marketing and nurture workflows
- Avoid common pitfalls like messy or duplicative fields and unused lists
- See real-life segmentation strategies used by other education teams
Who Should Attend:
- Marketing and Admissions professionals in education organisations
- CRM Managers or anyone responsible for email campaigns and data structure
- New and intermediate HubSpot users wanting to improve segmentation and targeting