Any of You Provide Advanced List Segmentation For Clients?

26 replies
Okay, I have a problem I'm trying to solve. I usually use mailchimp where segments are straight forward. This time though I'm using aweber and it's for myself.

Moderator note: This is somewhat of a duplicate thread. I originally posted in the main internet marketing forum thinking that maybe someone there would know what they're doing when it comes to this instead of just the same stuff there always is. I posted this again here, in the offline marketing section because many people that frequent this section actually know what they're doing and work with clients regularly.

Anyway...

Here's my original post:

'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.


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?
#advanced #clients #list #provide #segmentation
  • Profile picture of the author DaniMc
    Check out ActiveCampaign. I have always struggled with the segmentation vs separate list problem. ActiveCampaign is very flexible and can track lots of different things. Full integration with Zapier also allows you to interact with many other apps.

    The marketing automation rules are great too.
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    • Profile picture of the author iAmNameLess
      Originally Posted by Dan McCoy View Post

      Check out ActiveCampaign. I have always struggled with the segmentation vs separate list problem. ActiveCampaign is very flexible and can track lots of different things. Full integration with Zapier also allows you to interact with many other apps.

      The marketing automation rules are great too.
      Thanks for that. Looks interesting and MAYBE will work. Now will this integrate with aweber or does they handle the emails itself?
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    • Profile picture of the author ewenmack
      https://awprotools.com/ may just be what you are after.

      It's an app for Aweber that does things which would
      cost hundreds a month for doing the same things.

      Best,
      Doctor E. Vile
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  • Profile picture of the author helisell
    I'm with Ewan...awprotools is what you need.as it allows you to tag subscribers by what they clicked. so even if they are going onto a single list you can segment them
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  • Profile picture of the author iAmNameLess
    Thanks guys, will awprotools allow existing subscribers on the same list to continue opting in for other lead magnets though? Wouldn't they receive a message that they're already subscribed?
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    • Profile picture of the author helisell
      Originally Posted by iAmNameLess View Post

      Thanks guys, will awprotools allow existing subscribers on the same list to continue opting in for other lead magnets though? Wouldn't they receive a message that they're already subscribed?
      Looks like you mean one list with more than one funnel?

      You can only have one set of follow up messages for one list so I'm not sure that what you're trying to do is actually doable.....not on aweber anyway to my knowledge and I've used aweber for 10 years.

      Maybe someone else will know.
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    • Profile picture of the author DaniMc
      Originally Posted by iAmNameLess View Post

      Thanks for that. Looks interesting and MAYBE will work. Now will this integrate with aweber or does they handle the emails itself?
      It handles everything end-to-end. From input to sending to tracking clicks and such. The best part is the automation rules - If Bob clicks link A then add him to segment C, Remove him from segment B, and send him email series Z.

      Originally Posted by iAmNameLess View Post

      Thanks guys, will awprotools allow existing subscribers on the same list to continue opting in for other lead magnets though? Wouldn't they receive a message that they're already subscribed?
      I don't know about awprotools, but this is simple with the automation builder in AC. It is a visual drag and drop tool that lets you stack rules on top of each other.
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      • Profile picture of the author savidge4
        Im with Dan Here, ActiveCampaign with rules. I have set 2 funnels for each segment, one that is new in.. that gets the intro stuff, and then another that bypasses the intro. ( I think that's what you are looking to do )

        I actually run 3 4 and in some cases 10 sites off a single list account, and segment accordingly, and from time to time will cross segment send things... its kind of nice and convenient for me!
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        • Profile picture of the author iAmNameLess
          Originally Posted by savidge4 View Post

          Im with Dan Here, ActiveCampaign with rules. I have set 2 funnels for each segment, one that is new in.. that gets the intro stuff, and then another that bypasses the intro. ( I think that's what you are looking to do )

          I actually run 3 4 and in some cases 10 sites off a single list account, and segment accordingly, and from time to time will cross segment send things... its kind of nice and convenient for me!
          I skimmed through to look at the pricing and didn't see it mention how many people I can have on the list for each tier?

          And yes, that's exactly what I'm looking to do. I'm currently using Zapier with aweber for slight automation but nothing to do with segmenting. I really intend to have a very complex funnel, I guess I may need to look into activecampaign then.

          One worry though... is deliverability. I know aweber has great deliverability... I know nothing about AC.
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  • Profile picture of the author bob ross
    I'm an aweber user and as far as I know you'll have to use separate lists (the only way I do it). I don't use double opt-in though, I turn it off.
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    • Profile picture of the author iAmNameLess
      Originally Posted by bob ross View Post

      I'm an aweber user and as far as I know you'll have to use separate lists (the only way I do it). I don't use double opt-in though, I turn it off.
      But the only way to do that is through a sign up form right? It can't be through another services API with aweber is that right?

      How do you prevent someone from getting 2X or 3X the emails then if you have separate autoresponders for different funnels and you only want to keep them in one at a time?
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      • Profile picture of the author bob ross
        Originally Posted by iAmNameLess View Post

        But the only way to do that is through a sign up form right? It can't be through another services API with aweber is that right?

        How do you prevent someone from getting 2X or 3X the emails then if you have separate autoresponders for different funnels and you only want to keep them in one at a time?
        You can't unfortunately, the follow-up sequence is tied to the list itself and not the segments unfortunately. There's a discussion of it somewhere where aweber responds on their reasoning why... I believe due to making it too complex for most users.

        We're stuck with creating a ton of lists with rules.

        As far as I know it always must be done through a sign-up form, I think you have to look at solutions like infusionsoft and whatnot to do the things you want. I'd probably benefit from using something like that as well but it's not something I'm ready to get into. I just stick with my aweber and billions of list segments.
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        • Profile picture of the author iAmNameLess
          Originally Posted by bob ross View Post

          You can't unfortunately, the follow-up sequence is tied to the list itself and not the segments unfortunately. There's a discussion of it somewhere where aweber responds on their reasoning why... I believe due to making it too complex for most users.

          We're stuck with creating a ton of lists with rules.

          As far as I know it always must be done through a sign-up form, I think you have to look at solutions like infusionsoft and whatnot to do the things you want. I'd probably benefit from using something like that as well but it's not something I'm ready to get into. I just stick with my aweber and billions of list segments.
          Grrrr! Is it really due to making it too complex for most users or because they don't want to handle the support for it lol
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    • Profile picture of the author iAmNameLess
      I haven't been able to click the link yet, I literally have like 40+ tabs open right now LOL.

      Just curious though.... I'm wondering if this would work....

      No matter what list they sign up to, have a rule set to auto subscribe to the indoctrination list, that way they never get sent back through there again. That would allow me to start the main series a day or 2 afterwards.

      Question is though... with the aweber rules, if you have a subscribe to subscribe rule set up, they do not have to confirm that do they?
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      • Profile picture of the author helisell
        Originally Posted by iAmNameLess View Post

        I haven't been able to click the link yet, I literally have like 40+ tabs open right now LOL.

        Just curious though.... I'm wondering if this would work....

        No matter what list they sign up to, have a rule set to auto subscribe to the indoctrination list, that way they never get sent back through there again. That would allow me to start the main series a day or 2 afterwards.

        Question is though... with the aweber rules, if you have a subscribe to subscribe rule set up, they do not have to confirm that do they?
        No, my experience is that they are just added with no confirmation
        and I use this aspect a lot with my subscibers and lists. I also use the on subscribe to x then unsubscribe from y a lot.

        .
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        • Profile picture of the author iAmNameLess
          Originally Posted by helisell View Post

          No, my experience is that they are just added with no confirmation
          and I use this aspect a lot with my subscibers and lists. I also use the on subscribe to x then unsubscribe from y a lot.

          .
          I guess I'll have to play with it some more. I'm still playing around with activecampaign too.

          The problem with using subscribe to unsubscribe would be that they wouldn't ever be able to subscribe again once they're regurgitated back through the overall funnel. I guess it's still the same issue though, if they remained subscribed to a different list, they still wouldn't be able to download the lead magnet.

          Hmm.

          If I have the subscribe to subscribe rule setup and the user is already subscribed to the secondary subscription, then I guess it just wouldn't send them over as a duplicate right? I could see that working a bit, semi automated at least.
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          • Profile picture of the author savidge4
            Alright Nathan and Dan...I am pissed at both of you right now! So I am out of the country right now trying to make sales... and boy what a adventure that has been. but maybe a story for later. So I was going in to look at my e-mail setup, and I realized how much a month I am paying. I about hit the floor dead right there.

            All I can say is my "lists" are well over the quarter million mark, and that I will be going back to self host and control Monday Morning. There are moments in business when you realize that you need to kind of let go and let god as it were, and release some of the control and ability by outsourcing. ( Im not talking about labor here ) im talking about oh I don't e-mail lists and Accountants and Lawyers and all that kind of stuff.

            But "letting go" and "not keeping tabs" are 2 totally different things. One way or another Growth gets you.

            I keep thinking about the recent thread where the guy wanted to add a employee and there was post after post of the red tape and fees and taxes and insurance and this and that and the other... I wish I was in his shoes right now! hahahaha
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  • Profile picture of the author DaniMc
    A few years back, I was selling a very complex marketing solution to local businesses using arpReach installed on my server. Overall, arpReach has a lot of features but is a terrible product to implement. Expect to spend money with developers getting it to actually work how you want and the usability is pathetic. I have heard Interspire is a better product.

    Deliverability was never an issue at all. Once you implement DKIM/SPF and stay on top of any spam complaints (I only had two after tens of thousands of client emails) - there shouldn't be a problem. Here is how you solve it: You simply direct your email traffic through an external SMTP provider such as SendGrid or Amazon SES. You will have almost 100% deliverability.

    Now - I personally won't mess with a custom solution again. AC has just about any function I want. Plus Zapier integration is build right into the back end. They have made it so simple.
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    • Profile picture of the author savidge4
      I had in the past used Interspire. It was really kind of nice. but I am a coder and don't think of the endless hours manipulating the crud out of it I guess ( now that I am thinking about it ) Before I switched over to ActiveCampaign from Aweber.. I was going to go back, to the custom solution. I find that AC delivers better, but the custom solution route delivers even better...

      A trade off of sorts...
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      • Profile picture of the author DaniMc
        Originally Posted by savidge4 View Post

        I had in the past used Interspire. It was really kind of nice. but I am a coder and don't think of the endless hours manipulating the crud out of it I guess ( now that I am thinking about it ) Before I switched over to ActiveCampaign from Aweber.. I was going to go back, to the custom solution. I find that AC delivers better, but the custom solution route delivers even better...

        A trade off of sorts...
        AC can be routed through Amazon SES. Custom solutions are nice. Apps that are managed by someone else and actually do what they say they will do, are much nicer.
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        • Profile picture of the author iAmNameLess
          Originally Posted by Dan McCoy View Post

          A few years back, I was selling a very complex marketing solution to local businesses using arpReach installed on my server. Overall, arpReach has a lot of features but is a terrible product to implement. Expect to spend money with developers getting it to actually work how you want and the usability is pathetic. I have heard Interspire is a better product.

          Deliverability was never an issue at all. Once you implement DKIM/SPF and stay on top of any spam complaints (I only had two after tens of thousands of client emails) - there shouldn't be a problem. Here is how you solve it: You simply direct your email traffic through an external SMTP provider such as SendGrid or Amazon SES. You will have almost 100% deliverability.

          Now - I personally won't mess with a custom solution again. AC has just about any function I want. Plus Zapier integration is build right into the back end. They have made it so simple.
          Originally Posted by savidge4 View Post

          I had in the past used Interspire. It was really kind of nice. but I am a coder and don't think of the endless hours manipulating the crud out of it I guess ( now that I am thinking about it ) Before I switched over to ActiveCampaign from Aweber.. I was going to go back, to the custom solution. I find that AC delivers better, but the custom solution route delivers even better...

          A trade off of sorts...
          Originally Posted by Dan McCoy View Post

          AC can be routed through Amazon SES. Custom solutions are nice. Apps that are managed by someone else and actually do what they say they will do, are much nicer.
          Well I've used Amazon SES a lot lately and can say that the deliverability is considerably lower than it is with the server I'm on with Mailchimp (multiple accounts) along with icontact and campaigner. It really doesn't have great deliverability.

          Honestly, I've been disappointed with SES for deliverability overall. Great for price and mass emailing but the amount of spammers on there has killed the effectiveness of my spamming with their platform lol.

          Okay, so I've been checking out AC and playing around a bit but it seems like it's still lacking the functionality I need. It doesn't include all the rules I want and also doesn't have a workaround to wing it until I can find something else. Ugh.

          There really should be some sort of intuitive program that allows you to build your funnel then attach the appropriate actions and rules...well there is I guess... but it's hubspot, marketo, and others. Too high cost in general but especially for a personal project of mine. It does seem what I'm looking for is marketing automation, advanced segmenting and closed loop analytics in a sense.
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          • Profile picture of the author DaniMc
            Originally Posted by iAmNameLess View Post

            Well I've used Amazon SES a lot lately and can say that the deliverability is considerably lower than it is with the server I'm on with Mailchimp (multiple accounts) along with icontact and campaigner. It really doesn't have great deliverability.

            Honestly, I've been disappointed with SES for deliverability overall. Great for price and mass emailing but the amount of spammers on there has killed the effectiveness of my spamming with their platform lol.

            Okay, so I've been checking out AC and playing around a bit but it seems like it's still lacking the functionality I need. It doesn't include all the rules I want and also doesn't have a workaround to wing it until I can find something else. Ugh.

            There really should be some sort of intuitive program that allows you to build your funnel then attach the appropriate actions and rules...well there is I guess... but it's hubspot, marketo, and others. Too high cost in general but especially for a personal project of mine. It does seem what I'm looking for is marketing automation, advanced segmenting and closed loop analytics in a sense.
            Yeah its been a few years since I've messed with SES. Have you tried SendGrid or others?
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        • Profile picture of the author savidge4
          Originally Posted by Dan McCoy View Post

          AC can be routed through Amazon SES. Custom solutions are nice. Apps that are managed by someone else and actually do what they say they will do, are much nicer.
          Thanks for the sleepless nite DAN

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  • Profile picture of the author DIABL0
    Nathan, are you trying to put together the machine process?
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