Optimizing HubSpot segmentation for Custom Objects

Understanding HubSpot's custom object limitations

HubSpot offers robust tools for managing customer relationships, but its limitations with custom objects can pose challenges. Custom objects are not as flexible as standard objects like Contacts, Companies, or Deals. For instance, when creating segments based on a custom object such as Design Status, the Workflow enrollment filter is unavailable. This limitation can hinder the ability to effectively manage email flows, especially for businesses in industries like landscaping, where custom objects are integral to operations.

Creating effective segmentation with custom objects

To work around these limitations, marketers can employ a strategic method to enhance segmentation. The key is to associate custom object records with standard objects. For example, within a Design Status workflow, you can add an Update associated record action and select Contact. By setting a contact property (e.g., Entered Design Status Flow = true), you can create segments using Contacts as the base object and filter by this property. This approach ensures that the segmentation aligns with the workflow's requirements.

Implementing the workaround in HubSpot

Implementing this workaround involves a few straightforward steps:

• Within the Design Status workflow, add an Update associated record action and select Contact.

• Set a contact property, such as Entered Design Status Flow = true.

• Create a segment using Contacts as the base object and filter by the newly set property.

This method requires that Design Status records are associated with Contacts, ensuring that the segmentation process is streamlined and effective.

Leveraging Scalero's resources for enhanced segmentation

For marketers looking to further optimize their email marketing efforts, Scalero offers a range of resources. The A/B testing guide can help refine email strategies, while the AI subject line generator offers innovative ways to capture audience attention. Additionally, exploring Scalero's services can provide valuable insights into enhancing CRM and lifecycle marketing strategies.

Conclusion: Embrace the workaround for better segmentation

While HubSpot's limitations with custom objects can be challenging, the workaround of associating custom objects with standard objects provides a viable solution. By implementing this strategy, marketers can enhance their segmentation efforts and ensure that their email flows are effective and targeted. Embrace this approach to overcome HubSpot's limitations and optimize your lifecycle marketing strategies.

For further insights into email marketing and lifecycle strategies, explore Scalero's blog and other resources.