Creating Age Group Segments

About This Article

"I want to segment customers by age group" "I want age-based initiatives for 20s, 30s, etc."

This article explains how to auto-create age group segments using workflows based on calculated age.

Ways to Create Age Segments

Recommended: Workflow + Property method

Creating Age Group Property

Property Design

Create a dropdown property to store age groups.

Creation Steps

1. Settings → Properties → Contacts
2. Click "Create property"
3. Configure:

Auto-Set Age Group with Workflow

Workflow Overview

Create a workflow that auto-updates age group property based on age property value.

Workflow Structure

Trigger: Age property update
  ↓
if/then branch
  ├─ Age < 20 → Set age group to "Under 20"
  ├─ Age 20-29 → Set age group to "20s"
  ├─ Age 30-39 → Set age group to "30s"
  ├─ Age 40-49 → Set age group to "40s"
  ├─ Age 50-59 → Set age group to "50s"
  └─ Age >= 60 → Set age group to "60+"

Creating Age Group Lists

Creating Active Lists

Create active lists with age group property conditions.

Example: 30s List

1. Contacts → Lists → Create list
2. Select "Active list"
3. Condition: Age Group equals 30s
4. Save

Multi-Age Group Lists

Lists combining multiple age groups are useful for marketing.

Age Group Use Cases

Email Delivery Customization

Workflow Utilization

Ad Targeting

Connect lists from HubSpot to ad platforms for age-based targeting.

Compatible platforms:

• Facebook/Instagram Ads
• Google Ads
• LinkedIn Ads

Applying to Existing Data

Bulk Update

After creating workflow, bulk-set age groups for existing contacts.

Method 1: Manual workflow enrollment

1. Create list of target contacts
2. Manually bulk-enroll in workflow

Method 2: Re-enrollment trigger setting

1. Enable workflow re-enrollment
2. Contacts meeting trigger auto re-enroll

Important Notes

Calculation Property Update Timing

Age (calculation property) updates aren't instant, so age group property updates also have a lag.

Age Calculation Margin

Calculation property age is approximate, so boundaries (e.g., 29 vs 30) may have errors.

Mitigation:

• Don't make age group boundaries too strict
• Add margin if needed (e.g., 30s as 29-40)

Summary

• Create age group property: Dropdown type to store age group
• Auto-update with workflow: Auto-determine age group from age
• Use in lists: Create age group active lists
• Apply to initiatives: Age-based email, ads, workflows

Use age segments for personalized marketing tailored to customers.