Organizing your Subscribers

CONTACTS verses SUBSCRIBERS

A “Contact” is a person that has given you their contact information but has not opt’d in, or has opt’d out, of receiving email marketing.

Contacts receive the following communications. 

• Transactional emails

A “Subscriber” has opted in to receive general or specific marketing emails

To send campaigns or automations a contact must also be a subscriber

Consent is required to add a contact as a subscriber

Organization is helpful in ensuring your subscribers receive relevant information of interest to them. 

Recommended approach to organizing your Subscribers:

• LISTS

Add all subscribers to your default list. 

Additional lists are helpful to organize a cohort of people with a shared interest either as prospects or current clients. As prospects, the cohort may currently be receiving an email automation in a shared area of interest i.e. a sales sequence directing to a product of interest. As a customer, the cohort may currently be participating in an offer i.e. are currently in a course or challenge

• TAGS

Tags are like stickers that provide you with a snapshot of how your subscriber is interacting with your business. 

Tags are helpful in indicating the following:

• Contact source 
  • i.e. Sept 2022 Webinar
• Product purchased 
  • i.e. Foundational course
• Action taken 
  • i.e. Lead magnet downloaded.
• Triggering an action
  •  i.e. Tag Added → start an automation

One way to systematically organize your Tags is to have tag categories + the name of the Tag as follows: 

Tag Category – Name of Tag

I.e. Product - Foundational Course