How does the integration between ListBoss and Hotmart Send work?

The integration between Automatic Contact Management (ListBoss) and Hotmart Send allows you to automatically capture, organize, and use data from people who interact with your products on Hotmart. This process happens seamlessly, without the need to create forms or perform initial manual configurations.

In this article, you will understand how this integration works, where automatically captured leads come from, how contacts are organized through tags and segmentations, and how to use this information to create Automations and communicate with your audience in Hotmart Send.

What is Automatic Contact Management (ListBoss)?

Automatic Contact Management, also known as ListBoss, is the tool responsible for automatically capturing contacts who interact with your products on Hotmart. It identifies events such as purchases, access, and progress in content, and applies tags based on these interactions. 

The integration between ListBoss and Hotmart Send is native and automatic, and is part of Hotmart’s all-in-one proposal, which brings together sales, delivery, and audience communication tools within a single ecosystem.

With ListBoss, you can structure your contact base in an organized way and prepare to use this information in email marketing campaigns and automations. To learn more about the tool, check out this article.

How does the integration between ListBoss and Hotmart Send work?

When you activate Hotmart Send, the integration with ListBoss is automatically enabled.
Once you have an approved product, two processes start working natively:

• Automatic lead capture, which records contacts based on product interactions.

• The creation of automatic segmentations, with standardized tag application.

These automatic flows work as the first level of organization for your contact base. They follow platform-defined rules, cannot be edited or removed, and serve as the foundation for using Hotmart Send and, if needed, creating more advanced custom segmentations.

How does Automatic lead capture work?

Automatic lead capture is a Hotmart Send feature integrated with ListBoss.
It automatically records data from people who interact with your products, without the need to create forms or landing pages.

Captured contacts receive automatic tags that represent specific events, such as cart abandonment, approved purchase, canceled purchase, and refund, among others.

These tags are applied automatically and follow standardized flows. They cannot be edited or removed, as they serve as the initial foundation for organizing your contact base.

Important: Automatic capture only records and organizes contacts. It does not send emails automatically. To send messages, you need to create Automations in Hotmart Send using these tags as triggers.

What are tags and segmentations in ListBoss?

Tags are identifiers applied to contacts based on recorded events.
They help organize your database and allow you to use this information in communication strategies. Segmentations, on the other hand, are rules that define when these tags should be applied to or removed from contacts, according to interactions with your products.
To learn more, check out this article.

In ListBoss, there are two main types of segmentations:

• Automatic segmentations, created by the system from Automatic Capture and cannot be edited.

• Custom segmentations, which allow you to define specific rules to organize contacts according to your business strategy.

In custom segmentations, you can choose the event, conditions (when applicable), and the action to be executed in Hotmart Send, such as adding or removing tags.

❯ Which events can be used in segmentations?

The events available for segmentation vary depending on the product type. Some examples include purchase status, interactions in Hotmart Club, access method, subscription status, product rating, and Smart Installments. Check the full list of events in this article.

During segmentation creation, ListBoss automatically displays only the events compatible with the selected product.

Important: for subscription products, you must create a specific segmentation for each plan.

How to create custom segmentations in ListBoss?

To create a custom segmentation, follow the steps below:

1. Access your Hotmart account through the link https://app.hotmart.com/.

2. In the side menu, click on Tools and then on Show all.

3. Search for Automatic Lead Management (ListBoss) and access the tool.

4. Choose the desired product or webinar and click on Create segmentation.

5. Configure the required information, such as segmentation name, provider (Hotmart Send), event, condition (when available), data to send, and action in Hotmart Send.

6. Review the information and click Save segmentation.

7. Activate the segmentation so it starts working automatically.

After activation, the segmentation will be applied whenever the configured event occurs.
 

Where can I view registered contacts and events?

Automatic Capture data can be accessed directly in Automatic Contact Management (ListBoss). To view this information:

1. Access your Hotmart account through the link https://app.hotmart.com/.

2. In the side menu, click on Tools and then on View all.

3. Search for Automatic Lead Management (ListBoss) and access the tool.

4. Select the desired product to view the dashboard.

If there are automatic segmentations configured for the product, they will be displayed on this screen. To track recorded events, access the History tab.

Additionally, it is also possible to identify automatically captured leads directly in Hotmart Send:

1. Access your Hotmart account through the link https://app.hotmart.com/.

2. In the side menu, click on Marketing and then on Email marketing.

3. Within Hotmart Send, go to Contacts and then Tags.

4. Select an Automatic tag to view the leads associated with it.

Automatically captured contacts appear with the AUTO label next to the email address.

❯ Important note about older products.

If the product was approved before July 2024, automatic segmentations may not appear directly in the ListBoss dashboard. In this case, access must be done through a different path:

1. Access your Hotmart account.

2. Click on the nine-dot menu in the upper right corner and select My Extensions.

3. In the side menu, click on Capture Leads.

When segmentations appear only through this path, it means the product is using the Beta version of Automatic Capture.

Since this is a Beta version, this model may present functional limitations. In some cases, automatic segmentations and tags are created but do not capture leads as expected. When this happens, the recommendation is to create manual segmentations in ListBoss, ensuring that contacts are properly captured and organized in Hotmart Send.

Frequently asked questions

❯  How can I use this information to send emails?

To communicate with contacts registered through the integration between ListBoss and Hotmart Send, you need to create Automations in Hotmart Send. To learn how, check out this article.

Automations use the tags applied to contacts as triggers for sending messages.
They are not created automatically and must be configured and published for messages to be sent.

❯ What is the difference between ListBoss, Automatic Capture, and Automations?

Although they are related, these features have different functions:

• ListBoss: connects products to email marketing through segmentations, applying tags based on interactions. Learn more in this article.

• Automatic Capture: is a native flow that automatically sends leads who interact with approved products to Hotmart Send, applying standardized tags that cannot be edited.

• Automations: are email sending flows configured in Hotmart Send, triggered by the tags applied to contacts. Learn more in this article.

❯ Can I customize the rules of Automatic Capture?

No. Automatic Capture follows standardized flows that cannot be changed.
If you need to apply additional rules, you can create custom segmentations in ListBoss to complement this behavior.

❯ Does Automatic Capture count toward my plan’s lead limit?

Yes. Leads generated by Automatic Capture are counted within your Hotmart Send plan’s total lead limit. For example: if your plan allows you to manage 5,000 leads and 1,000 have already been automatically captured, you can still manage 4,000 more contacts. 

If the limit is exceeded, the extra contacts will remain visible in your database but will not receive email sends, whether in Campaigns or Automations.