What are some options for keeping certain segments of leads grouped together?

If you have a significant lead list, consider segmenting the leads into different cohorts. Catchlight can help you quickly create different segments across hundreds of variations -with clean, focused segmentation, you can ensure that you are contacting different groups of leads with the most relevant content.

Determine how you would like to segment your leads. Attributes that Catchlight supports include the following:

• Catchlight Score or Personalized Score

• Age range

• Income range

• Estimated Investable Assets

• Financial interests

• Hobbies

• Contact methods

• Education

• Employer

• Job title

After your segments have been identified, use Catchlight’s filters to build out each list. In the web application, you can either create a Saved Segment or apply custom tags to save the groups accordingly. In Salesforce, you can create reports using Catchlight data.