Understanding the ‘Why’ of Segmentation in Marketo – Blog
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Segmentation in Marketo

Abhishek Sharma
April 18, 2022

Understanding the ‘Why’ of Segmentation in Marketo

Segmentation by Marketo is one feature that helps build higher customer engagement by segregating the leads. Segmentation categorizes the audience into different subgroups based on defined criteria established in a Smart List. Once we create those subgroups, those are called Segments.

Segmentations apply to all leads. However, Marketo allows us to define a segment that applies to only some leads within the database based on the criteria set in the smart list.

Types

Generally, we use six different types to segment to categorize our audience

  1. Role
  2. Industry
  3. Geography
  4. Language preference
  5. Topic of Interest
  6. Company size

These six types are just beginning. Each Segmentation has several sub-segments. For example:

  1. You could have a segmentation called “Role,” and within that, you can define segment as
  • C-level
  • VP
  • Director
  • Manager
  1. For “Industry,” the segment would be:
  • Information Technology
  • Manufacturing
  • Hospitality
  • Real Estate

It is essential to have data clean and robust to create Segmentation. The segment won’t be powerful enough if the database is empty for specific fields that distinguish what you’re trying to develop. Enriched data is the key to avoiding such instances.

Benefit to Use- ‘Where’ Segmentation Works

Marketo segments all leads so that every lead can exist in multiple components, i.e., role, industry, and company size, all at the same time. Segmentations are vital if you personalize your content to a specific audience. You can personalize content depending on who or where your end-user is by utilizing dynamic range and snippets.

For example, you can create an email for a different company size audience. Let’s say you have made a segment by Company size. Here we can classify a lead by size:

  • Small (0-100 people)
  • Medium (101-500)
  • Large (501-1500)
  • Enterprise (1500+)

Here we customized the message (via dynamic content), basis which segment describes you:

  • Small: Are you planning to implement a marketing strategy?
  • Mid: How we can help you with marketing strategy
  • Large: How we can help you scale from large size company to an enterprise company.

Dynamic Content - Once you’ve created different segments, you can add dynamic content blocks to your landing page or email. It tells Marketo that you want that piece of content to be different depending on which person views it.

Snippets - Create it once, and scale it. Update the snippet, and all the assets (landing pages or emails) using the snippet will be automatically updated.

‘How’ to Create Segmentation in Marketo

  1. Navigate to lead database
  2. Find the Segmentations Folder, right-click and select new Segmentation
  3. Start adding segments and naming. Note: there will be a default segment.
  4. Next, it is just like creating a smart list. Pick the criteria and filters needed to complete your segment
  5. Put your segments in the correct order. This is critical because a lead will be placed in the first segment where they qualify
  6. Click create (Take a final look at the number of people who qualify for each segment)
  7. Finalize and approve it. This may take a while for the Segmentation to be ready, depending on the size of your database

Note: Once a segment is approved, it can’t be edited. Instead, you must create a draft and then reapprove the segment/segmentation. After that, another folder will appear when you go to edit labeled ‘drafts.’ You can only edit segments of the draft and not the ‘approved’ Segmentation

Adding dynamic content

  • Create your email as you usually would
  • When editing content, right-click on the text box or whatever attribute you’re trying to make dynamic—then select make dynamic
  • Select the Segmentation you want to use to personalize
  • Click on the segment you want to change and the dynamic portion in the right-hand pane. Here is the text in the email
  • Double-click on the attribute (text) and edit for that specific segment
  • Preview the email as unique users from different parts at the top of the preview window for emails

The bottom line is, segmentation can improve your deliverability and ease of use while increasing the relevance and effectiveness of your email marketing. Segmentation provides the foundation required to create dynamic, personalized messages that assist in building strong customer relationships. It will also help Marketing Automation like Marketo provide more customized support to all your prospects, in driving them through their decision-making process. Most importantly, segmentation will ensure that you are relevant and delivering the value you promised to the segment of your prospects that would be most interested or willing to receive it. Teams employing segmentation in Marketo have witnessed 9% increase in their deliverability rate simply by taking 15 minutes to create it.

Take a few minutes to examine your segmentations to make sure they're up-to-date—and you'll deliver higher ROI.

About the Author

Abhishek Sharma, Technical Analyst – CRM

Abhishek Sharma is a Technical Analyst. He has 5+ experience and hands-on experience in Marketing Automation tools like Marketo, Certain event management and Hubspot.