# CRM Segmentation & Campaigns

> Build lists from anything on the customer record, sync them to Mailchimp, and track which campaigns turn into enquiries and won work.

**URL:** https://cubecrm.co.uk/features/segmentation-and-campaigns

Good marketing starts with the right list, and the right list lives in the CRM: customers in a sector, prospects with an open quote, accounts nobody has spoken to in six months, clients due a renewal. CubeCRM builds segments from any combination of fields and history, keeps consent on every contact, and syncs segments to Mailchimp for sending. Opens, clicks and unsubscribes flow back to the contact, and enquiries and deals carry the campaign that produced them - so marketing is judged on work won.

## Details

- **Feature:** CRM Segmentation & Campaigns
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** Marketing lists, Audience builder, Customer segments, Campaign tracking, Email marketing integration

## What it does

- **Segments from anything:** Sector, region, stage, last contact, open quotes, custom fields - combined and saved.
- **Consent first:** Lawful basis and preferences on every contact, and only consenting contacts are synced.
- **Mailchimp sync:** Segments sync as audiences and tags, with engagement and unsubscribes flowing back.
- **Scoring on engagement:** Opens and clicks can raise a lead’s score or create a task for its owner.
- **Campaign to revenue:** Enquiries and deals keep the campaign that produced them, through to the win.
- **Events and invitations:** Guest lists from segments, attendance recorded, follow-ups created afterwards.

## How it works

1. **Build the segment:** Combine filters until the list is exactly who you mean, and save it.
2. **Send from Mailchimp:** The segment syncs across; design and send the campaign as you do now.
3. **See what came back:** Engagement on each contact, and enquiries and deals credited to the campaign.

## Figures

- **Live** Segments that update themselves
- **Consent** Checked before anything syncs
- **Won** Work credited to the campaign

## Frequently asked questions

**Why not send bulk email from CubeCRM itself?**

Deliverability, templates and unsubscribe handling are specialist jobs Mailchimp does well. One-to-one email is sent from CubeCRM through your own mailbox.

**Can we use another email platform?**

Yes, through the API and webhooks. Mailchimp is the standard connection.

**Do segments update themselves?**

Yes. Saved segments are live, so a contact who matches tomorrow is included tomorrow.

**How is consent handled?**

Consent, lawful basis and preferences are stored per contact, and unsubscribes in Mailchimp update CubeCRM.

## Problems it helps solve

- **Customer Database Software** - Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached. https://cubecrm.co.uk/software/customer-database-software
- **Lead Management Software** - Capture, qualify, assign and nurture leads in one place, so sales spends its time on the prospects most likely to buy. https://cubecrm.co.uk/software/lead-management-software
- **Contact Management Software** - Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached. https://cubecrm.co.uk/software/contact-management-software

## Related features

- **CRM Lead & Enquiry Capture** - Web forms, emails, phone calls and lead-site enquiries in one queue - assigned by rule, timed from arrival and tracked from source to sale. https://cubecrm.co.uk/features/lead-capture
- **CRM Integrations & API** - Microsoft 365, Google Workspace, Xero, Sage, QuickBooks, Mailchimp, website forms and phone systems - plus a documented REST API and webhooks, all included. https://cubecrm.co.uk/features/crm-integrations
- **CRM Reporting & Dashboards** - Live dashboards for pipeline, win rates, activity, response times and service, with scheduled reports that arrive by email. https://cubecrm.co.uk/features/crm-reporting

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)