If you want to automate HubSpot campaigns using Thalox segments, this guide explains how to create, apply, and manage segments so you can send personalized emails and improve campaign effectiveness without manual effort.
Segments are groups of contacts defined by specific criteria (behavior, interaction, demographics) that allow sending personalized and automated messages. Examples include High Engagers, Dormant Leads, or New Subscribers.
Key Benefits:
thalox helps businesses improve their customer engagement, loyalty, and advocacy.
The main question this article should answer is how a thalox's user could use the provided segments in an automated way without triggering the campaigns manually.
thalox provides four main static lists in HubSpot:
In theory, those segments can be used in different types of automated campaigns, such as:
To understand how to use HubSpot lists in general please read the following article from HubSpot.
1. Using thalox segments as a trigger to run a campaign:
One very simple step is to use the thalox segments as a starting point of a workflow:
Go to the relevant workflow and choose the segment you want to apply. Please make sure to define the Re-Enrollment rule if you want to use this trigger whenever a new list member is added to the list.
2. Using thalox segments within a workflow to send more relevant content
Let's assume you are running a monthly newsletter but want to personalize your content more. There are different ways to do that, but we recommend using the thalox segment memberships for different “branches”. If you want, you could also start with an A/B test to the Dormant Potential in advance.
In our example in the first step of the program, we are adding all contacts which do have a Double Opt In. After that trigger step, we have a “branch” asking for membership in “High Engagers” for those who are in the segment (list) we are sending a “Feedback Email”.
We are assuming that the likelihood of someone answering our questions is much higher than in the other segments. The “no” path then flows into a second branch asking for membership in the “Dormant Potential” list.
There are many other ways to use thalox segments in a workflow e.g.:
Tips & Tricks can also be found on our YouTube channel!
Updated February 2026