Tag

#Segmentation

5 articles tagged Segmentation.

Two segments that overlap by 80% are doing the same job twice. The query to spot it, the cleanup pattern, and what the cost looks like in 2026.

The Boolean misreads we see most often in HubSpot active lists — and the segment audit that catches them before a campaign goes wide.

Active lists update automatically; static lists snapshot a moment in time. Migrate the wrong direction and you break workflows, reports, and exports.

Active lists silently exclude contacts, OR/AND logic flips meaning, and recalc lag breaks campaigns. Avoid these seven mistakes.

What calculated insights are in Salesforce Data Cloud, how to design them, and how they power segments, activation, and agent grounding.