If your CRM feels more confusing than helpful, you’re not alone. In this session, we’ll walk through the building blocks of segmentation and show you how to turn supporter data into smart strategy. You’ll learn:

• What the smart lists actually do (and when to use them)

• How to tag and segment contacts in a way that actually helps

• Lifecycle stages: how to track movement and target follow-up

• Real-world examples from nonprofit campaigns that work

• Tips to keep your CRM organized, clean, and easy to use

This session is for nonprofit marketers, comms teams, and HubSpot admins looking to simplify their segmentation strategy.