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Building and Segmenting Email Lists Training Course

Gain the skills you need to advance your career. This course offers hands-on learning, expert guidance, and real-world applications designed to help you grow.

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Course Overview:

This course provides a comprehensive framework for building, growing, and segmenting email lists to drive engagement, conversions, and customer retention. Participants will gain hands-on experience with Mailchimp, HubSpot, ActiveCampaign, Salesforce CRM, LinkedIn Sales Navigator, Google Analytics, Power BI, and AI tools (ChatGPT, Jasper, Clearbit).

The training balances ethical list-building practices, GDPR/CAN-SPAM compliance, data integration, and advanced segmentation techniques. By the end, participants will be able to create hyper-targeted, high-quality lists that deliver personalized campaigns with measurable ROI.


Course Duration:

10 Days


Target Audience:

  • Marketing & Communication Professionals

  • CRM and Database Managers

  • Sales & Business Development Executives

  • Digital Marketing Specialists

  • Entrepreneurs & Startups scaling outreach


Personal Impact:

  • Gain confidence in ethical and effective list-building practices.

  • Learn to use CRM and marketing automation tools for segmentation.

  • Build stronger engagement strategies with targeted campaigns.

  • Enhance data-driven decision-making using analytics dashboards.


Organizational Impact:

  • Higher email engagement and conversion rates.

  • Reduced bounce rates and compliance risks.

  • Smarter targeting and personalization for campaigns.

  • Improved ROI from marketing investments.


Course Level: Foundation

Course Outline

Course Objectives:

By the end of this training, participants will be able to:

  1. Build compliant and engaged email lists from multiple channels.

  2. Apply advanced segmentation techniques for personalized outreach.

  3. Integrate CRM and marketing platforms for real-time updates.

  4. Use analytics to monitor list health and optimize targeting.

  5. Develop a long-term strategy for sustainable list growth.


Course Modules

Course Outline:

Module 1: Fundamentals of Email List Building

  • Importance of high-quality lists in digital marketing

  • Paid vs organic methods of building lists

  • Overview of tools: Mailchimp, HubSpot, ActiveCampaign
    Case Study: Organic list-building success story from a global nonprofit


Module 2: Ethical & Legal Considerations

  • GDPR, CAN-SPAM, and local compliance regulations

  • Double opt-in vs single opt-in methods

  • Consent management and unsubscribe best practices
    Exercise: Draft a compliant sign-up form for a campaign


Module 3: Lead Generation Tactics for List Building

  • Landing pages, gated content, webinars, and free trials

  • Using LinkedIn Sales Navigator & social media lead forms

  • Integrating website forms with CRMs (HubSpot, Salesforce)
    Practical Exercise: Create a lead magnet strategy to attract sign-ups


Module 4: Data Collection & Integration

  • CRM integration for seamless list management

  • Data enrichment using tools like Clearbit & ZoomInfo

  • Cleaning and validating data to improve deliverability
    Case Study: How data integration reduced bounce rates by 30%


Module 5: Audience Segmentation Basics

  • Demographic, geographic, and psychographic segmentation

  • Behavior-based segmentation (opens, clicks, purchase history)

  • Static vs dynamic segments in CRMs
    Exercise: Build three customer segments using sample data


Module 6: Advanced Segmentation Techniques

  • Predictive segmentation with AI tools

  • Micro-segmentation for personalization at scale

  • Cross-channel segmentation (email, social, web)
    Practical: Create advanced segments with HubSpot Smart Lists


Module 7: Personalization & Dynamic Content

  • Using segmentation to personalize subject lines, content, and CTAs

  • Dynamic email content blocks in Mailchimp & Salesforce Marketing Cloud

  • Behavioral triggers for real-time personalization
    Exercise: Design a personalized email for three different customer segments


Module 8: Automation & List Nurturing

  • Setting up nurture campaigns based on segmentation

  • Lifecycle emails: onboarding, retention, reactivation

  • Using AI assistants for automated personalization
    Case Study: Automated nurture flows that increased engagement by 40%


Module 9: Measuring List Health & Campaign Effectiveness

  • Key metrics: growth rate, unsubscribe rate, engagement by segment

  • Using Power BI, Google Analytics, and Excel dashboards

  • A/B testing subject lines and list segments
    Practical Exercise: Build a dashboard tracking list health KPIs


Module 10: Capstone – Building a Scalable List Growth & Segmentation Strategy

  • Designing a long-term, compliant, and automated list strategy

  • Aligning segmentation with sales and marketing goals

  • Presenting ROI of list-building efforts to stakeholders
    Capstone Project: Develop and present a full list-building & segmentation strategy for your organization

Course Administration Details

Methodology

These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.

Accreditation

Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).

Training Venue

The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.

Accommodation and Airport Transfer

Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.

Tailor-Made

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:

Payment

Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]


Course Registration

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Course Schedules

We are proud to offer this course in a variety of training formats to suit your needs. We use the highest quality learning facilities to make sure your experience is as comfortable as possible. Our face to face calendar allows you to choose any classroom course of your choice to be delivered at any venue of your choice - offering you the ultimate in convenience and value for money.

Great news! While we don’t have specific dates scheduled right now, you have the exciting opportunity to pick the date that works perfectly for you. Just let us know your preference, and we’ll take care of the rest to make it happen seamlessly

Great news! While we don’t have specific dates scheduled right now, you have the exciting opportunity to pick the date that works perfectly for you. Just let us know your preference, and we’ll take care of the rest to make it happen seamlessly

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