Build Subscription Paths With Automation

Many customers qualify their subscribers over time so that they can better target their mailings.

This often involves sending out messages from a “main” or “general” list that all subscribers sign up to. When subscribers later express interest in more specific information, the customer has them sign up to another, more targeted list. Alternately, subscribers purchase a product and request product-related information.

As you create your own subscription path, you can ensure that your customers or other targeted lists do not receive the “general” list’s messages by using a Lead Automation Rule.

To set up an automation rule:

  1. Login to your account and select your “main” or “general” list.
  2. Click List Settings.

List Settings Tab

  1. Click the Automation subheading.

Automation Link

  1. From the Actions dropdown menu, choose the unsubscribe-on-subscribe option

Actions Dropdown Menu

  1. From the List dropdown menu, choose the customer or more targeted list that subscribers will add to.

List Dropdown Menu

  1. Click the Update Actions button.

Update Actions Button

Now, anytime someone signs up to the next list in your subscription path, he/she will be automatically unsubscribed from your “main” or “general” list.

I most commonly see this employed by users to follow up with customers, but there are certainly other potential uses as well.

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By: Justin Premick
Director of Education Marketing

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8 Comments

  1. Guys – keep up the posting, I love it!

    Would be great to see some posts on where you think email marketing is heading – What’s your predictions for the future?

    Keep well,
    Dave.

    10/31/2006 8:55 pm
  2. Greetings,

    here is how I used to segment the list into Prospects (those who use the free version) and customers (those who use the pro): I created a custom variable and then created two views: Free and Pro that segment the list depending on the value of this custom variable.

    Now I face the problem that I cannot send different follow-ups to different views. I found that solution might be creating a new mailing list and "moving" some subscribers to the list.

    Here is the problem again: I CANNOT move subscribers between lists manually. I learned this from online chat session with the support rep (btw, your online chat rocks!).

    Is there a painless solution to this problem?

    Thanks in advance.

    P.S.

    I know that one of the ways for users to switch from one list to the other is to re-subscribe to the other list. Since I’m using double opt-in process I have a question. Is confirmation email sent again in this case?

    11/1/2006 12:43 am
  3. Vincent,

    To address your question in detail we need to know more specifics about how your subscribers are signing up to your lists. I have sent you an email with some questions to start addressing this issue.

    For faster service, please send all questions regarding your account directly to our excellent Support Team.

    11/3/2006 9:27 am | Follow me on Twitter
  4. Thanks for this. It was informative.

    11/4/2006 1:05 pm
  5. This is a powerful technique!

    I am setting up my "Sub Lists" now. My gut tells me that this will help cut down on unsubscriptions while allowing me to better target my backend products.

    Great post!

    12/8/2006 9:32 pm
  6. I’ve always been frustrated with this–too many times, after subscribing to a newsletter and then opting in for a more advanced newsletter from the same company, I have received the redundant basic mailer in addition to the more advanced ezine they offered. I have always wondered how this could be corrected and automated. Now, if someone signs up for an online
    brochure AND a mailer, I can simply send them my online travel-zine.
    Cool.

    12/14/2006 4:30 pm
  7. By the way, I think I’ll sign up for your service. I just hope that you don’t *automatically* quit sending these tips, once I do!

    12/14/2006 4:34 pm
  8. Hi there

    I’ve been aware of these automation rules for some time, but have hardly needed to use them. Now that I do, I see a problem: If someone uses a different email address, then they end up on both lists–even if THEY didn’t want to be on both either.

    So…

    Does anyone have a script that will do the following:

    Pick up variables "pushed" to a landing page from a LINK in an email and then pre-populate the sign-up form with them?

    Reason: To minimise people putting in a different email address to the one they’re currently subscribed with and thereby rendering these automation rules ineffective.

    Example:

    I send out an email with which I’d like to segment my list.

    In it, I say "Go here and sign up for the webinar about [topic]"

    The idea in this example is to remove people who sign up for the webinar from my main/general list and move them to a more specific sub-niche topic list.

    Obviously, if I wanted them to remain on the general list as well, I wouldn’t do anything special and I wouldn’t set up the automation rules this thread is talking about. But let’s say I’m trying to remove folks who sign up to the webinar from the main list.

    *** This relies on their using the very same email address that they currently use for the main list. If they sign up using a different email address, the automation rules can’t work.

    So… one way to maximise the chances of them doing this is to pre-populate the fields of the form, right?

    I’m guessing you’d need something like this in the link:

    hxxp://wxw.mysitehere.com/webinarpage?var1={!firstname_fix)&var2={!email}

    And then when they get to the page with the sign-up box for the webinar (or free report, or whatever), those details are placed in the "FirstName" and "Email" fields of the form.

    Doing this would, I imagine, involve placing some javascript in the form code which picks up "var1" and associates it with the "FirstName" field and so on.

    Does anyone have code (***** that they are licensed or authorised to share! *****) which does this?

    ———————

    Also, is there a way to set a cookie with the information for whichever variables were passed via the link (in this example {!firstname} and {!email})?

    Why? So that if someone clicks through to my site, which, let’s say has 5 different opt-in forms for 5 different things (or sub-niche topics)–all on different pages, of course!– then each time they arrive on a page with on opt-in form, the fields are already pre-populated?

    ———————

    I know this is a $20-50 job on RentaCoder, but maybe someone is feeling generous and can help a bunch of folks out here because, as far as I can tell, these automation rules simply won’t work if someone enters a different email address–which means, for example, you’ve then got paying customers still receiving offers for products they’ve already bought! (Equals unprofessional) Or people receiving prompts to join a sub-list they’ve already joined. (Equals annoying)

    What I’m talking about here is not failsafe, but given how lazy most people are (including me), I’m willing to bet that if the fields are already pre-populated and they’re sufficiently interested in the offer, they’ll just hit "Submit" — meaning our lovely automation rule then takes effect! Yay!

    If you’re not feeling generous, that’s okay. I don’t expect expert help and advice for free. (It’s nice when it happens, and I’m not shy about asking, but I don’t expect it!) Just contact me via my helpdesk: Check the link in my postname and attach the word "helpdesk" to the url.

    6/9/2009 4:24 am

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