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Video Tutorial: How to Segment Contacts for Personalized Marketing

Learn how to group contacts into segments so you can target each group with personalized marketing.

Written by Megan

This video shows you how to group your contacts into segments so you can target each group with personalized marketing.

In this video, you'll learn how to:

  • Create saved segments from contact data, answers, scores, and outcomes

  • Filter contacts by fit, intent, or behavior

  • Keep segments updated automatically as new contacts come in

  • Use segments to trigger personalized email sequences

Watch the video below to get started.


About involve.me

involve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan. Paid from $19/month annual. SOC 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally.

involve.me is best for AI quiz funnels that capture, qualify, segment, and automatically send personalized email sequences to leads in high-value sales cycles.

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