Managing Email Lists, Segments & Tags

Managing Email Lists, Segments & Tags

In this guide, we'll delve into managing your email list and segments using the PatientBase platform. Learn how to organize and utilize your subscriber data effectively.

1. Accessing Your Subscribers:
   • Begin by navigating to the marketing section and selecting "Subscribers."

   • Here, you'll find a list of your subscribers, including important details.

     
     

     2. Adding Subscribers to Lists:

   • If you have new subscribers, go to "Contacts" and select subscribers to add to a list.

   • Choose an existing list or create a new one to categorize your subscribers.

     
     

     3. Managing Lists:

   • Under "Lists," you'll find all your subscriber lists.
   • Create new lists for better segmentation and organization.

   • Delete unnecessary lists to keep your system streamlined.

     
     

     4. Creating and Utilizing Segments:

   • Segments help you categorize subscribers based on criteria like tags, actions, or properties.
   • Design segments by filtering subscribers using tags, properties, or specific actions.

   • Segments act as mini-lists that allow precise targeting.

     
     

     5. Tagging Subscribers for Automation:

   • Utilize tags to trigger automation workflows.
   • Tag subscribers based on specific actions or interests.

   • For instance, tag subscribers interested in an eBook to trigger eBook-related automations.

     
     

     6. Utilizing Lists and Segments in Campaigns:

   • When creating email campaigns, choose recipients from your lists or segments.
   • Select multiple lists or segments for effective targeting.

   • Send campaigns to specific groups aligned with the campaign's purpose.

     
     

     7. Automations and Segments:

   • Incorporate segments into automation triggers.
   • Start an automation when a specific tag is added to a subscriber.

   • Designate segments to drive personalized automation flows.

     
     

     8. Effective Tag Management:

   • Tags assist in organizing subscribers for targeted communication.
   • Use tags for triggers, automation, and campaign targeting.

   • Leverage tags for precise audience segmentation.

     
     

     9. Subscriber Properties and Automation:

   • Subscriber properties play a role in creating segments and automations.
   • Use properties for detailed segmentation and personalized campaigns.

   • Automate actions based on specific subscriber properties.

     
     

     10. Optimizing Workflow with Lists, Segments, and Tags:

   • Efficiently manage subscribers by creating lists, segments, and applying tags.
   • Tailor campaigns and automations using these categorizations.
   • Ensure timely, relevant communication to enhance subscriber engagement.

If you encounter challenges with importing, segmenting, or tagging, reach out to our support team. We're here to help you optimize your email marketing strategies.

How to Use LISTS, SEGMENTS, and TAGS

When you're using a Customer Relationship Management (CRM) system, the ideas of LIST, SEGMENT, and TAG have special meanings for sorting out customer info and interactions. Here's how they're different and when to use them:

1. LIST: In a CRM, a list typically refers to a collection of contacts or leads that share a common characteristic or criteria. Lists are used to group contacts together based on specific attributes like demographics, behaviour, or engagement. Lists are often used for sending targeted communications such as emails or promotions. For instance, you might have a list of "New Leads," a list of "High-Value Customers," or a list of "Inactive Subscribers."

   When to Use: Use lists when you want to categorize your contacts or leads based on specific criteria. Lists are useful for managing different stages of your customer lifecycle or for creating targeted marketing campaigns.

2. SEGMENT: In a CRM, a segment refers to a subset of your contact or lead database that is dynamically generated based on specific conditions or filters. Segments allow you to create more refined groups of contacts on the fly without manually adding or removing contacts from lists. For example, you could create a segment of "Subscribers who have made a purchase in the last 30 days" or "Contacts who have opened an email in the last week."

   When to Use: Use segments when you want to create temporary groups of contacts based on dynamic conditions. Segments are helpful for personalized communication and for targeting specific behaviours or engagement patterns.

3. TAG: In a CRM, tags are labels that you can attach to individual contacts or leads to indicate certain characteristics, interests, or interactions. Tags provide a way to add more detailed information to individual records without creating separate lists or segments. For instance, you could tag a contact as "Interested in Product A" or "Attended Event XYZ."

   When to Use: Use tags when you want to add specific attributes or notes to individual contacts without affecting their overall categorization. Tags are helpful for capturing fine-grained information about each contact's preferences, activities, or interests.

In summary:

• LIST: Use lists to categorize contacts or leads into predefined groups based on specific criteria. Lists are suitable for managing different customer stages and targeted campaigns.
• SEGMENT: Use segments to create dynamic subsets of contacts based on specific conditions or behaviours. Segments are useful for personalized communication and targeted messaging.
• TAG: Use tags to add detailed attributes, interests, or interactions to individual contacts. Tags help in capturing specific information without altering the overall grouping of contacts.

When choosing between these approaches in a CRM, consider your goals for communication, personalization, and data organization. It's often beneficial to use a combination of lists, segments, and tags to create a well-structured and efficiently organized CRM database.