NEED SOME ADVICE: Advanced List / Autoresponder Segmentation

4 replies
I'm looking for advice from those of you maybe more experienced in this area.

What I would like to do is have one list, but advanced segmentation. The list is specific to one website, which is the reason I do not want to have multiple lists for the same website.

This is how the ideal flow would be. Regular traffic through the site, and then they opt in through one of many lead magnets. They then are segmented based on the offer and have different autoresponder series based on that segment.

Examples:
Lead Magnet #1 about SEO.."indoctrination series"..leads to an autoresponder series specific to the segment and then a trip wire product for SEO. Buyers then get segmented into a new buyer segment for this lead magnet.
Lead Magnet #2 about web design.."indoctrination series"...leads to an autoresponder series specific to web design and then a trip wire product related. Buyers get segmented into a buyers list for this product type.
Lead Magnet #3 about PPC..same as the previous 2 examples.

So how is this possible?

1.) I'm using aweber, and I realize I can segment based on the sign up form used, but that's about it. I do not know of a way to segment a list and then segment the autoresponder to the corresponding segment. I also do not know how to automate the segmentation of a specific segment of the main list.

2.) Let's say somebody is going nuts with content, they love everything they continue opting for various lead magnets under the same main list. They get an already subscribed message. How do they receive the magnet?

3.) If somebody is already subscribed and has been segmented, went through the process and eventually opt in for an additional lead magnet, is it possible to have that person skip the "indoctrination" series since they're already familiar?

I have a feeling most of the answers are going to be use separate lists. Fair enough, but there's a couple problems I have with that.

- If I use a separate list, it requires double opt in all over again.
- I still want a way to be able to segment not the list but the autoresponder series based on whether the lead has been subscribed to 1 list already and went through indoctrination.
- I don't want to have somebody opt in to 3 different lead magnets on the same day, and then get 3 of the same indoctrination series sent to them + 3 additional daily emails for the relevant engagement series. This is the main reason why I want to keep it under ONE list and have advanced segmenting so that doesn't happen, but then I have the issue of delivering the lead magnet.


Anyway, I hope someone experienced can give their advice. I know this is more in depth than most posts are in this section of the forum. I also understand this isn't theory, so I'm going to be very limited in replies.
#advanced #advice #autoresponder #list #segmentation
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    • Profile picture of the author iAmNameLess
      Originally Posted by Steve MacLellan View Post

      Steve,

      I appreciate the response and helpful link. I was looking at that last night as well.

      It doesn't solve what I want to solve though... unless the automation rules make it so one doesn't have to double opt in if they're already a subscriber on another list as well as ensuring they go through an indoctrination series only once.

      The only possible work around I see... is if I use a subscribe on subscribe automation rule that sends everyone to the indoctrination list and just start the relevant autoresponder series 2 days later or something.

      So I guess that leads me to a couple more questions.... Using a subscribe on subscribe rule, that should technically fix the indoctrination issue, but what happens if that subscribe has already been subscribed to the indoctrination segment/list through a separate lead magnet? Will it just not subscribe them to that list since they're already on it?

      Will users have to confirm opt in on the second list that the rule is used for? So if I have list #1 and list #2... they opt in to list #1 and I have a subscribe on subscribe rule that they automatically be segmented to list #2 for indoctrination, will they have to confirm a second email as well or just the first?
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  • Profile picture of the author aramyus
    I don't know all email management systems, but from what I've seen, it's not possible with any system unless they give you direct access to the underlying database.

    In that case, you would have to create your own rules and write the queries in Sql language (or some other language which will necessarily result in sql transactions)

    I did something similar for myself. I wrote it, and finally nearly abandon it.

    That's because you then face problems related to multiple branching.

    Suppose you have many mini-courses (auto responder series) that can be interruped when a sale takes place and you then branch your buyers to a new mini-course and you continue that way several times. You can easily imagine that the number of cases to handle will become very large, and you'll never be able to know if what you are sending to a subscriber is appropriate or not.

    Overall, I found it easier and safer to split my list as follow:

    - a regular newsletter (say weekly or monthly) with regular posts, tips or whatever. It's sent to all subscribers.

    - buyers. They receive special treatments/discounts from time to time. It's probably possible to work out 'simple data mining': if a buyer has purchased product x and product y (and not product z), then you send them a mail offering product z. Most likely, it'll be done manually.

    - independant mini-courses that all subscribers are offered from time to time (and it may happen that some people do subscribe several times by accident, but it does not really pose problem. Either they have forgotten what they had previously received or they will ubsubcsribe)
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  • Profile picture of the author michaelwilding
    Honestly, Aweber is not setup for this. You need a CRM based on contacts and tags rather than a list based manager.

    InfusionSoft or similar is what you should be looking at if you want to be doing advanced segmentation. This is exactly what we do inside InfusionSoft every day and automatically.

    The only problem is that the price difference is going to be significant and there will be a learning curve with your new software, as well as the time it takes to actually do the move and setup your autoresponders etc... in the new platform.

    Consider if this is the way you want your business to grow, and if it is then you should seriously consider making the move.
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