Thank you to those who joined us for our Power-Up: List Uploads & Segmentation Webinar!
We've complied the unanswered questions from our Power-Up Webinar Training this morning. If you asked a question during our Webinar that was not addressed due to time constraints or we wanted to provide more information on, please review the answers below! Additionally, if you do not see your question answered, please feel free to add it as a comment below!
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What is the targeted persona?
We recommend building buyer personas as a part of your marketing strategy and then setting up segmentation to target them. We have a whole webinar available on demand to learn how to create buyer personas available here.
If a prospect is not in my master list and I send them an email and there is a CTA. Will that prospects be added to my list and tracked? (Act-On Anywhere)
The short answer is no, if you send an email to an unknown contact via the Act-On-Anywhere tool it will not be added to a marketing list if they click on a CTA. The only way a contact can be added to a marketing list in an automated is if they submit a form and then that form data is copied into a marketing list with a maintenance program.
If your sales users are generating new leads and sending them emails, you should have a process outside of Act-On or with a form for them to submit that contact record to be added as a contact in your master list.
Can you set a maintenance program to remove records from the source list, the same way you can do when you run an append manually from another list? I couldn’t find that option.
I would hesitate to ever just "Remove" records from your list. Instead think of what the criteria is for them to not be sent to, and then segment and suppress that. Last week in our Deliverability Power-Up our Sr. Deliverability Consultant discussed this. You can read more about that in the follow up here.
Specifically Wael says, "You typically do not want to opt out users unless they actually opted out. You can add them to a list and suppress against that list. You can also delete them from your data base but in this case you should export them and archive them in case you want to attempt re-engagement in the future."
Will you be covering the maintenance programs for bounces & opt-outs?
Please see my answer on removing records. I think that reading more on the follow up from our Deliverability Power Up could be helpful, because I'm assuming you're wondering about programs about bounces & opt-out because you want to remove these people from your list.
How can you remove a contact from your master list? For example, a contact is no longer at that firm.
Please see my answer on removing records. I think that reading more on the follow up from our Deliverability Power Up could be helpful, because I'm assuming you're wondering about programs about bounces & opt-ous because you want to remove these people from your list.
Though, you can update a record email if they've switched jobs and have a new email address at a new company. Here's a guide on the Contact Report where you can edit and delete a record if you'd like to.
Is there a way to have someone work as a consultant to help with all this?
Yes! Our Professional Services team is available to help with all sorts of tasks. This is a paid service but can be use for Design work, list management, or even building automations. You can learn more about working with Professional Services here.
Can you use a maintenance program to pull in and update using information from subscription management?
You can segment by subscription category, then run that segment through a list maintenance program to update fields on a list, or copy contacts to another list. This is good if you want to push subscription categories back to the CRM.
If i delete a contact from a form submission list will that delete them from the master list as well?
No, these are separate lists. To add to that, contacts that are in a form submission list do not automatically get added to a marketing list. You would need to set up a maintenance list program to have records copied from a form submission list to a marketing list. Once it's on the marketing list, it wouldn't be deleted if you deleted it from the form submission list.
When a list is updated, can that remove contacts too or can only add? Can it update current field data for a contact? For example, we have 20+ sales reps and are contacts are assigned accordingly. We had a sales rep leave so I have to update those contacts to a new sales rep.
When updated a list it can update fields on existing contacts and add new contacts. You are not able to remove contacts on an existing marketing list that are not included in an import to that list. If you update the sales reps in your spreadsheet and then import it to an existing list, it will update the rep associated with each contact as long as you changed that field in the spreadsheet.
Do segmentation criteria support different languages? For example, if we've stored company name in Chinese, can we segment on company name in Chinese?
Yes, you should be able to do this.
Record creation references just the list, not the entire system right?
This was a question in relation to a segment I created that used Record Creation system information as segment criteria. While it is pulled from systems data it will only pull records into the segment that are on the list the segment is being created from.
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