What is automated list building software and why your marketing team needs it

List building is a strategy that allows marketers to target customers based on their needs, goals, or other personal criteria (e.g., purchase history, location, age, etc.). These lists can be applied to all marketing materials (as well as the work of reps and reps) to help your team provide customers with a personalized and enjoyable customer experience.

Automated list building software exists to help your team create and manage accurate, up-to-date, and easily applicable lists in a quick and easy way.

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What is Automated List Building?

Automated list building is the process of using a tool to help you automatically build lists of audience members, whether they are potential buyers or customers.

Automated list building software is one type of marketing automation tool that allows you to do this. We’ll go over a few examples shortly.

Advantages of Automated List Building Software

Here are just a few examples of the many benefits you will get from using automated list building software.

  • Segment customers into groups for targeting.
  • Identify your most qualified leads and personas.
  • Personalize customer experiences to help you retain more customers.
  • Give your customers the information and content that matters to them.
  • Automate workflows to share personalized emails, texts and campaigns with the right customers at the right time.
  • Analyze your lists as needed over time.
  • Make sure your lists are automatically updated with new contact data.
  • Share lists with sales and service reps to facilitate lead/customer handover.
  • Better understand your buyer personas and your customers.

Automated listing software

1. HubSpot Marketing Automation Software

automated list creation software: hubspot marketing automation


HubSpot’s Marketing Hub is available in four plans: Free, $45/month (Beginner), $800/month (Professional), and $3,200/month (Enterprise).

Main characteristics

HubSpot’s marketing automation software lets you create beautiful, automated email campaigns that are sent for you based on pre-determined triggers. This way you know your personalized content is being sent to the right recipients at the right time.

Because HubSpot’s marketing automation software is integrated with Marketing Hub and your CRM, your listings will automatically update for you with new or updated contact information.

Use HubSpot’s advanced segmentation logic to determine which customers are added to your workflows and when in the buyer’s journey this happens. HubSpot also pulls information about your recipients through the contact database so that each email is personalized.


automated list creation software: adroll


AdRoll offers a free plan and a growth plan at $19/month.

Main characteristics

AdRoll is an email, web and social media marketing platform. To help you identify your audience, you can retarget prospects and customers at the right time (such as after purchase or signup) with automated email series.

Trigger form display for email capture by your customer segments and their activity. You can also track and then use AdRoll to track the success of these ads and emails in a single dashboard.


automated list creation software: optimonk


OptiMonk offers four plans ranging in price from free to $199/month. There is also a customizable plan that requires you to contact a sales representative.

Main characteristics

With OptiMonk, you can create mailing lists of your website visitors most likely to convert based on their behavior. Then OptinMonk will help you create and send emails with personalized offers for those recipients.

In addition to email, you can subscribe your visitor list to Facebook Messenger and use the tool’s widgets to collect phone numbers from your website visitors so you can create SMS campaigns.

4. Overtake

automated list creation software: outgrow


Outgrow has four plans that range in price from $14 to $600/month.

Main characteristics

Outgrow is a marketing platform that helps you create interactive quizzes, surveys, calculators, and chatbots. Increase engagement in your content with dynamic text and graphics based on user input.

You can segment your prospects and assign them to campaigns tailored to their needs and interests. You can also use these segmented lists to help you personalize confirmation emails for your visitors.

5. Klayvio

automated list creation software: klayvio


Flexible pricing with the option of a free plan for email, text or email and text depending on your needs.

Main characteristics

Klayvio is an email and SMS marketing automation software. With Klayvio’s Flows feature, you can set customizable triggers to divide audience members into different lists or groups. Customers are then sent to unique paths based on their list/grouping with emails and SMS specific to their needs and goals.

You can also set up list automations so that customers who subscribe to your business receive a welcome series via email and/or SMS. Plus, create and share posts based on audience segments like region, past purchases, and more.

Automate the creation of your list

Automated list creation helps your team accurately and efficiently create lists and segments of leads that can be used by marketing (as well as other internal teams) to tailor marketing content and materials to individuals. By automating the personalization of the buyer’s journey, your team will have the ability to convert, delight and retain more customers.

Free resource: How to reach and engage your audience on Facebook

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