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Documentation Index

Fetch the complete documentation index at: https://docs.fluxomail.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Categories let you group contacts in Audience (e.g., “Customers”, “Leads‑Nurture”) and target them in segments and campaigns. You can derive categories automatically from HubSpot contact properties. Supported modes:
  • Property → Categories (recommended): map a single HubSpot contact property’s values to category labels.
Fluxomail applies your mapping during backfill and on every webhook update.

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Setup in Fluxomail

  1. Settings → Audience Import → HubSpot → “Configure Categories”
  2. Choose the contact property:
    • Lifecycle stage (lifecyclestage)
    • Lead status (hs_lead_status)
    • or “Custom…” and enter any contact property API name
  3. Define the mapping (one per line):
customer            => Customers
marketingqualifiedlead => MQL
opportunity         => Opportunities
Example (lifecyclestage values) 
subscriber => Newsletter
lead => Leads
marketingqualifiedlead => MQL
salesqualifiedlead => SQL
opportunity => Opportunities
customer => Customers
evangelist => Advocates
  1. Save, then click “Run Backfill” once to apply for existing contacts
  2. Future changes in HubSpot update automatically via webhooks
Notes
  • Only the categories produced by your mapping are replaced; other categories on a contact remain intact
  • Mappings are case‑insensitive on property values

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How to target Categories

  • Audience → Segments → create → add rule “category has” and enter your label (e.g., Customers)
  • You can combine with provider or engagement rules:
    • providerEquals: hubspot
    • eventWithin: opened within 30 days (see Segments advanced)

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HubSpot references

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Troubleshooting

  • “No categories applied” → Ensure the chosen property is present on the contact and your mapping includes its value
  • “Mapping doesn’t stick” → Re‑run Backfill after saving a new mapping; webhooks will keep it updated going forward
  • Token expired (no offline) → Reconnect HubSpot; then run Backfill to reconcile