Create lookalike segments

To group contacts with similar attributes and behaviors to contacts in an existing segment, create a lookalike segment. Lookalike segments are generated by Breeze AI to help you find and reach new contacts based on existing useful segments.

For example, you have an existing contact segment of your best fit customers. You can create a lookalike of that segment to find other contacts in your CRM with similar attributes and activities that suggest they could be good-fit customers.

Create a lookalike segment

To create a lookalike segment:

1. In your HubSpot account, navigate to CRM > Segments.
2. In the upper right, click Create segment.
3. Select Lookalikes, then click Next. 
4. Select a seed segment. This is the segment on which lookalikes are based.
5. Select a target size, ranging from Specific to Broad. This determines how many lookalike contacts will be included in the segment. The narrower the selection, the more the contacts will be similar to those in the seed segment. The broader the selection, there will be more contacts that aren't as similar. 
6. To exclude contacts from being added to the final lookalike segment, click the Do not include contacts from these segments dropdown menu, then select the segments. For example, you may not want employees or current leads added to your lookalike segment.
7. To expand the reach of your current seed segment, you can include contacts from the selected seed segment. Select the Include seed segment members checkbox. If you only want new contacts (i.e. no contacts already in the seed segment), leave this blank.
8. Click Create lookalike. Your lookalike segment will be generated based on attributes and activity of the contacts in the seed segment. This will likely take between five and 15 minutes, but may take up to an hour depending on the number of contacts in your CRM.
9. In the lookalike segment, navigate to the Contacts tab to view the Similarity summary. This shows the percentage of how similar, on average, contacts in the lookalike are to the contacts from the seed segment. In the table, in the Similarity column, you can view the percentage of how similar that specific contact is to contacts in the seed segment. 
   
   
10. Once generated, you can edit the segment's name and settings or remove records from the segment. Lookalike segments are static, which means contacts will not be automatically added or removed moving forward.

Once you’ve created a lookalike segment, you can use the segment in your campaigns. For example, send marketing emails or create targeted ads.

Properties used to identify lookalike contacts

To determine which contacts to add to a lookalike segment, the following contact, associated company, and event properties are used.

• Contact properties:
  • Being worked

• • Create date
  • Days since creation
  • Days since first outreach

• • Days since lead stage
  • Last modified date
  • Lifecycle stage
  • Number of converting events
  • Number of notes
  • Number of page views

• • Number of page visits 

• Company properties:
  • Annual revenue
  • Create date
  • Days since creation

• • Industry
  • Lifecycle stage

• • Number of associated contacts

• • Target Account probability

• Event properties:
  • Ad interactions

• • Days since last email open
  • Days since last page view
  • Documents viewed

• • Emails opened
  • Events attended
  • Form interactions

• • Form submissions
  • Media plays
  • Messages delivered
  • Number of events taken

• • Page views