The Explore tab in Segments (previously Lists) uses AI to uncover clusters of similar contacts based on your contacts’ engagement and fit attributes, so that you can discover new opportunities and automatically find your most valuable segments based on how individuals are actually engaging with your business.
A common question you might have is: “Do I have the right segmentation and engagement strategy in place?” Until now, answering this question required manual analysis or even hiring a data analyst to analyze data across segments, lifecycle stages, engagement metrics, and more.
Now, the explore tab is like having a data analyst on your team - instead of manually combing through your CRM trying to spot patterns, a clustering model analyzes your contacts and organizes them based on engagement level so that you can understand who you’re reaching and who is responding the best. This means you can invest your budget on the people who are most likely to engage and convert.
1. Navigate to CRM → Segments (Lists) → Explore tab.
2. Your contact database is automatically divided into high, medium, and low engagement tiers based on email engagement.
3. Within each engagement tier, explore up to 5 identified clusters and compare them across key attributes like:
4. From there, you can: Create a List from either an entire engagement tier or a specific cluster within it.
Marketing Enterprise