Using Agile Job Categories in HubSpot to Find the Right Contacts

1. What This Is

Agile Education gives us a lot of contacts with inconsistent job titles.
To make this usable for sales, we standardize roles into a contact field:

• Job Category (job_category) – dropdown on the Contact record

You’ll use:

• Job Category (job_category) → high‑level role type (Principal, Teacher, District Admin, etc.)
• AgileK12 Primary Job Title (primary_title__c) → the more specific title from Agile for context

2. Start Here: “Contacts | Agile Job category” View

Open this view:

• View: Contacts | Agile Job category
• Link:
  https://app.hubspot.com/contacts/4344835/objects/0-1/views/47828370/list

Important:
By default, this view is filtered to Owner = Me (dynamic), so:

• You only see contacts you own
• You can quickly see who in your book is reachable by role

Columns to pay attention to:

• Job Category (job_category)
• AgileK12 Primary Job Title (primary_title__c)
• (Optionally) State / Organization type

Use this to answer:

“Within my owned Agile contacts, what kinds of roles do I actually have?”

3. How to Review Your Book & Decide Who You Want to Target

From Contacts | Agile Job category (Owner = Me):

1. Scan by Job Category

   • Look at Job Category to see the distribution:
     • Principals / Vice Principals
     • District Administration / District Personnel
     • Teachers (Pre‑K, Elementary, Secondary)
     • Before & After School, Head Start, etc.

2. Use AgileK12 Primary Job Title for clarity

   • Check AgileK12 Primary Job Title (primary_title__c) to understand exactly who those people are:
     • e.g., “Principal”, “Curriculum Director”, “Center Director”, “Teacher – Pre‑K”

3. Narrow as needed (just for review)

   • You can temporarily add filters to understand your book:
     • State
     • School Type / Organization Type
   • This is exploratory: you’re figuring out which categories and titles make sense to target.

4. What You Do With This: Submit a Targeting Request

Once you’ve reviewed your book and decided the audience you want, you do not need to build the permanent segment yourself.

Instead:

1. Decide your target definition, for example:

   • State(s) or region(s)
   • Job Category values (from the table below)
   • Any limits on:
     • Contact owner (just your contacts vs. full territory)
     • Lifecycle stage
     • Organization type / School type

2. Send a request to Ben or Cheryl with:

   • A short description of the segment (in plain language)
   • The exact criteria you want:
     • Example:
       • All Agile contacts in my Territory
       • Job Category IN Principals / Vice Principals, School Administration, District Administration

1. Ben or Cheryl will:

   • Translate your criteria into a permanent segment / saved view / list
   • Set it up for continuous outreach (e.g., reusable for sequences and campaigns)

You can repeat this process whenever you want a new or refined audience.

5. Job Category Cheat Sheet (What to Ask For)

When you send a request, refer to these exact Job Category values so it’s easy to build correctly.

When you email/message Ben or Cheryl, you can say:

“Please build a reusable segment for Agile contacts:
• Geography: NC
• Job Category: Principals / Vice Principals, School Administration, District Administration

6. Quick Summary (For Reps)

1. Open Contacts → Agile Job category (Owner = Me by default).
2. Look at Job Category + AgileK12 Primary Job Title to understand who you have.
3. Decide which roles and states you want to target.
4. Send your criteria to Ben or Cheryl.
5. They’ll create a permanent segment you can use for ongoing sequences and outreach.