Turn prospect criteria into a reusable ActiveTrail segment
Describe the audience you are researching and the contact field rules ActiveTrail should use for a reusable segment.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Segmentation
Creates a rule-based contact segmentation for targeting and organization.
Why this helps
Rebuilding the same audience criteria by hand makes campaign preparation slower and less consistent.
- Create a reusable rule-based audience definition.
- Keep the intended criteria attached to the automation prompt.
- Review the resulting segment before using it for a campaign.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ActiveTrail once in the Notis portal.
- 2Create an automation and describe the audience criteria and corresponding ActiveTrail contact field rules.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real criteria set and inspect the created segmentation.
Questions about this workflow
Does the segmentation automatically include every Aeroleads result?
The action creates a rule-based filter using ActiveTrail contact fields. It does not by itself copy Aeroleads results into ActiveTrail.
What if my audience criteria do not match available contact fields?
Specify the missing criteria as a limitation in the instruction and review what can be represented with ActiveTrail fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to ActiveTrail. A trigger fires from one place; an action lands in another.
Aeroleads triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Adds a contact to a group, creating the contact if needed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Retrieves daily statistics on subscribed and unsubscribed contact counts.
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Create a New Group
Creates an empty contact group.
Create Contact
Creates a new contact.
Create Campaign
Creates an email campaign in draft unless configured to send it.
Create Content Category
Creates a content category.
Create Campaign for Contacts
Creates and sends an email campaign to selected contacts.
Connect any two apps with Notis in the middle.
Aeroleads and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ActiveTrail.