Segmentation
SYSTEMS
Structure your data. Scale your impact.
By Audience Role:
⭐ (Used for targeted campaigns and newsletters)
Segmentation groups tagged contacts into clear audiences for focused communication. While tagging powers automations, segmentation shapes campaigns — it’s how IAQ Health can target business owners, referral partners, or students with personalized offers and updates . Segments make it easy to launch specific campaigns or newsletters while maintaining organized, measurable audience groups within the system. GOLDEN RULE: If you want to communicate with a group occasionally or manually, it’s a segment ie “SPRING DISCOUNT FOR BIZ OWNERS”. If you want the system to respond automatically, it’s a tag. Keep the segments lean: We only create segments you’ll likely use for campaigns or reporting. Everything else should remain in the tagging system, where it can drive automations automatically. NOTE: When setting up these systems in Mastermind, our Marketing Operations Strategist will determine which tags and segments to prioritize first, ensuring the setup aligns with IAQ Health’s immediate goals and grows sustainably over time.
1. HVAC Business Owners / Operators 2. Service Managers, Maintenance Leads & Technicians 3. Home Inspectors, Realtors & Property Managers 4. Restoration & Environmental Professionals
By Special Program:
⭐ (Used for occasional campaign-based outreach)
1. Referral Program Signups
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