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Running a campaign with drafted content
DoLesson 2 of 12Set the strategy

Building the target audience

Select the campaign audience from HubSpot Lists and Segments, and check it will actually support per-account copy before you commit to it.

23 minIntermediate
Part 1 of 5

What the step actually selects

Step two of the builder is Audience Selection, and its subtitle is the whole question: who should this campaign target? The mechanism is selection rather than authoring. You search and pick from HubSpot Lists and from Segments, both of which are searchable and paginated because a mature workspace has more of each than fits on a screen.

The distinction between the two matters more than it looks. A HubSpot List is a population maintained in HubSpot, on HubSpot's rules, by whoever owns it there. A Segment is defined in RevTech against your account model. When the two disagree about who belongs in a campaign, you will spend a morning finding out why, so prefer the one whose definition you can open and read.

Part 2 of 5

Segment by shared objection

The instinct is to build the audience the way territories are built, by size and region and industry. That is how accounts are owned, but it is not necessarily how they argue. Since the agent drafts against one brief for the whole campaign, the audience should group accounts that share the objection the brief answers.

The test is simple. If two groups of accounts would need different arguments to be persuaded, not different examples but different arguments, they belong in separate campaigns whatever their firmographics say. If accounts across three revenue bands all stall on the same concern, they belong in one campaign whatever their size says.

This is also the cheapest way to avoid the most common disappointment with generated copy. A campaign whose audience spans two incompatible arguments produces assets that hedge, because hedging is the only way to address both. Reviewers read the hedge as weak writing and start editing sentences, when the actual defect was upstream in who was included.

Part 3 of 5

Check the evidence before you commit

The reason to draft a landing page per account is that it can reference that account's situation. That only works when the situation is recorded somewhere the agent can reach: the signals on the account, the engagement history, the stakeholders, notes from the last conversation. An account with a name, a revenue band and nothing else does not become specific because it was written about individually.

So spot-check before finalizing. Open three accounts from the list you have selected and read what is actually on the record. If two of the three are thin, you have found the real constraint on this campaign, and it is not the brief. Either narrow the audience to the accounts where the evidence exists, or accept that this campaign should generate one master page rather than per-account pages, which is a decision the next module covers directly.

The signals tab of a RevTech account: intent, engagement, ICP coverage and activity volume over the past year.
Buying signals collected on an account. Intent and engagement scores, how well the account matches the ideal customer profile, and activity volume plotted across the year: the demand evidence that decides whether an account is worth working now, held on the account record itself rather than in a separate tool. Screenshot of the RevTech application; sample data.
What per-account copy is written from: intent, engagement, ICP coverage and activity across the year. Check this looks populated on a sample of your audience before you rely on it.
Part 4 of 5

Size is a review decision

Every account in the audience can produce an asset, and every asset is nominally somebody's to approve. So audience size is also a decision about review load and about credit consumption, both worth making deliberately rather than discovering when the assets tab fills up.

This is not an argument for staying small. A later module gives you a sampling discipline that makes large campaigns tractable. It is an argument for knowing the number now, naming the person who owns review, and confirming they can absorb it before you move on.

Part 5 of 5

A worked selection

Continuing the example campaign: the objection is "migration risk", so the audience is accounts that have shown platform intent but stalled at evaluation. You search Segments and find two candidates: "Mid-market, evaluating ops tooling" (defined in RevTech: mid-market band, intent signal on ops-platform topics, no open opportunity) and a HubSpot list called "Ops webinar attendees FY26".

The segment wins for the core audience, because you can open its definition and see exactly why an account is in it, and it keeps admitting new accounts as they come to match. The HubSpot list is a snapshot of one event, maintained by whoever owns the webinar program. It is useful as a supplementary audience, but as the core it would freeze the campaign at one moment of one channel. You select the segment, add the list as a secondary, and then run the evidence check: three accounts opened, two have intent signals and named stakeholders, one has nothing but a form-fill. That ratio is good enough to proceed per-account for briefs, with the thin accounts noted for the campaign-level page instead.

Do this in the product

Select the audience

  1. Open your campaign and move to step 2, Audience Selection.
  2. Write down the single objection this campaign answers before you select anything.
  3. Search the Segments and HubSpot Lists for populations that share that objection, and prefer the source whose definition you can open and read.
  4. Open three accounts from the resulting audience and check each has signals, engagement history and named stakeholders.
  5. If the evidence is thin on two of three, narrow the audience or plan to generate campaign-level rather than per-account assets.
  6. Note the audience size and name the person who will review what it produces.

Key questions

You should be able to answer each of these from memory before opening it. Recalling the answer is what makes it stick; recognizing it when you read it does not.

What two sources does the Audience step select from?

HubSpot Lists and Segments. Lists are maintained in HubSpot on its rules; Segments are defined in RevTech against your account model. Prefer whichever definition you can open and maintain.

Why does an audience spanning two different objections produce hedging copy?

The agent drafts against one brief for the whole campaign. If the audience needs two different arguments, the only copy that fits both is copy that commits to neither.

What to take away

  • Audience is selected, not authored. Know whether you are trusting a HubSpot List or a RevTech Segment.
  • Group by shared objection. An audience spanning two arguments produces copy that hedges on both.
  • When drafts hedge, reviewers start editing sentences. The defect is usually upstream, in who you included.
  • Open three accounts before you commit. Per-account copy is bounded by per-account evidence.

Teach this lesson

The argument in 4 slides, for presenting it to your team
Slide 1 of 4

The Audience step asks one question

Who should this campaign target? You answer it by selecting HubSpot Lists, Segments, or both. Each is searchable and paginated, so a long library is navigable.

Slide 2 of 4

Lists and Segments are not the same tool

  • A HubSpot List is a population maintained in HubSpot
  • A Segment is defined in RevTech against your account model
  • Prefer the one whose definition you can actually see and maintain
Slide 3 of 4

Group by the objection, not the org chart

Accounts that need different arguments belong in different campaigns, however similar their size. Accounts that share one objection belong together, however different theirs.

Slide 4 of 4

Thin records make thin pages

Per-account copy can only be as specific as the account behind it. Open three before you commit.

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