Requesting New Segmented Lists (from 10 January 2023)
We understand that you will also want to send targeted email campaigns to specific sets of contacts rather than blanket emails to everyone.
In order to send an email campaign to a more targeted set of your contacts you will need to request a new list to be created by submitting a Zendesk ticket.
To do so, navigate to the HelpCentre, submit a new request and select the following options:
- Technology > Other
In the comments box – please insert a description of the list that you would like to create to explain which contacts you want to include and exclude from the list as well as the date you intend to send the email campaign.
Please note after the HubSpot release there is an up-to 10 working day turn around to generate these lists so please give as much notice as possible for these requests. The more specific you can be the better.
An example of details to include are:
- List containing contacts that have an Active Loan written by X Loan Writer.
- List containing contacts which have an Active Loan with CBA as the Lender
- List containing contacts with a loan with the Loan Purpose = Owner Occupier
- List containing contacts with a loan with Outstanding Loan Balance greater than $500,000
Depending on the complexity of the segmentation required, your list will be created either by Broker Assist or Franchise Marketing Teams.
- Simple lists - The Broker Assist team will create the list and notify you when it will be visible in your HubSpot account.
- For more complex lists - A member of the Franchise Marketing team will contact you to work through your requirements.
When the list has been created, it will be visible with in the Lists section in Contacts.
A new series of branded DIY broker bulk email templates are available for you to select in HubSpot.
You can use these editable templates as part of your customer marketing efforts to connect with targeted segments of your client base.
The templates include:
- Is it time to review your home loan?
- Ready to invest in property?
- Dreaming of a new car?
- Mortgage Choice <Franchise> has moved.
- Invitation to a property seminar
- Generic event invitation.
- Ready to grow your business?
Please see below for associated segmentations for each of the templates available. If you would like a list created for your Franchise for one of the templates please put this in your request through to the team. E.g. I require a list created for NSW123 using the recommended segmentation for the refinance email template.
| Email template | Associated List Segmentation |
|
Is it time to review your home loan? |
Active Loans Settled – No Closed Loans Settled 2 years – 5 years Outstanding loan balance over $5k |
|
Ready to invest in property? |
Active Loans Settled - No Closed Loans Settled 5 years or more Outstanding loan balance over $5k |
|
Dreaming of a new car? |
Active Loans Settled - No Closed Loans 6 months – 18 months |
|
Mortgage Choice <Franchise> has moved. |
‘All Contacts’ |
|
You’re invited to (events) |
Either: your ‘All contacts’ custom list Or: segmented based on the audience you’re targeting. |
|
Invitation to a property seminar |
Depending on the seminar, the audience targeting will follow the rules applicable to the segment you wish to target. |
| Ready to buy your first home? |
No associated deals No active loans First Home Buyer field flagged in Broker Platform |
|
Ready to grow your business? |
All Contacts or Employment Type = Self Employed |
|
Is your fixed rate expiring? |
Interest Rate Type = Fixed Fixed Rate Expiry Date = betweem XXX and XXX dates Standard Interest Rate = more or less than X |
Lists within HubSpot are made up of contacts within your franchise. From the HubSpot release you will have access to a default list which you can use to send DIY Marketing Emails to your contact database.
See more about the default list including how to access it here>