Step-by-Step: How to Automate Campaigns Using Job Function Filters

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Step 1: Gather Accurate Data
Before you can use job function filters, you need reliable data on your contacts. There are several ways to collect this:

Lead capture forms with fields for job title or department

CRM enrichment tools (like Clearbit, ZoomInfo, or Lusha)

LinkedIn lead generation through filters by job function

Ensure your data is clean, updated, and standardized. For instance, group similar roles under one function (e.g., "VP of HR" and "HR Manager" under “Human Resources”).

Step 2: Map Job Titles to Job Functions
Not every contact will be labeled by job function. Most databases use job titles instead. Create a mapping document or rule set that associates common job titles with job functions. Here’s a basic example:

Job Title Job Function
Marketing Manager Marketing
CFO Finance
IT Director Information Tech
HR Coordinator Human Resources
Sales Executive Sales

Use this mapping to categorize your list accordingly. Many CRM and marketing platforms allow for creating custom fields or tags based on such mappings.

Step 3: Create Segmented Lists
Once your contacts are tagged by job function, gmail mailing list segment them into lists accordingly. Tools like HubSpot, Mailchimp, ActiveCampaign, or Marketo offer dynamic list creation based on field values. For example:

List 1: All contacts in the "Marketing" job function

List 2: All contacts in the "IT" job function

List 3: All contacts in the "Finance" job function

These lists will become the foundation for your automation workflows.

Step 4: Develop Job Function-Specific Messaging
This is where the personalization magic happens. For each job function, craft messaging that speaks to their unique:

Pain points

Goals

KPIs

Industry trends

Preferred communication style

For example:

Marketing Professionals: Focus on ROI, campaign performance, tools that simplify content distribution.

IT Professionals: Highlight security, integration, scalability, or data compliance.

Finance Professionals: Emphasize cost savings, budget management, and return on investment.

Each email sequence, ad creative, or landing page should reflect this tailored value proposition.