Further Help
Last activity on June 29, 2025
Easy Tips for Segmenting Your List
I remember when I first started my list of email recipients. The first two people on my list were my mother and only one of my two sisters. Then, as I added people, it became apparent that some might be more interested in general information about how to be healthy (my boards were in Internal Medicine), some might be more interested in cosmetic information, and some might be interested in sexual medicine.
At first, I just sent every topic to every person, and the common theme was that all of the readers were my subscribers. But as things developed, I had some readers who were physicians, and a growing amount of content developed regarding how I treated diabetes, weight loss, and other topics.
This worked well. Some overlap is perfectly OK. Your readers may not suffer with everything you discuss, but they will still be interested because they may have a family with that problem and because they are primarily reading your material because they are your fans.
Still, as your list grows and your material grows, you may want to send a segment of that material more frequently to people with a matching specific problem or interest. In short, there becomes a need for more than one list. Some people might be on two or more lists (for example, cosmetic medicine and weight loss), and some might only be interested in one topic (for example, sexual medicine in men).
I frequently see doctors who come to my training will also subscribe to my information about hormone replacement, weight loss, or general medicine. Ontraport makes it possible to subscribe (or be put on) more than one list and then unsubscribe from one or more lists without unsubscribing to everything you write.
When using Constant Contact and AWeber, segmenting my list into more than one automation or sequence and easily sending out automatic messages to different list segments was impossible. Other software that allowed such options (Infusion Soft and Sales Force) was too expensive in terms of time and money.
There are other options out there now. I also have a ClickFunnels account, and you can do much of what I am showing you with a 1ShoppingCart account or UltraCart account (I have accounts with both of those as well).
But, nothing that I have seen does as much as easily as ONTRAPORT.
The Following 3 Videos Demonstrate the Power of Segmenting Your List Using the Tag Button
ONTRAPORT makes segmenting your list easy and gives you unlimited lists and segmenting methods. Here’s how to do it…
- When you add a new contact, even if you put that contact on an Automation, also add tags that label all of that person’s interests that might correspond with yours. This can be done manually or with your forms and sales button settings.
- For example, Mary comes to see you for the first time, and she sees you for hormone replacement, but she is also overweight, and you think she may be a candidate for some of your sexual medicine procedures, too. So, you add the tags: sexual medicine, female, cosmetic medicine, weight loss.
- For another example, Mary could fill out a form that requests information about a surgical procedure related to sexual function for women. In the form’s settings, have the form add the following tags: female, sexual medicine, labiaplasty (or whatever the name of the procedure), and female hormones.
- If you teach other physicians, you have a tag for that, too: for example, “physician.”
- You can still let the form add them to automations too. But the tags give you many more options, and you will likely have more tags than automations (I have hundreds of tags in my system).
- Even though you may give access to the system to others who help you, I recommend that no one adds tags without your permission. First, you know the categories of people and the matching information you will develop. Second, if multiple people are making tags, there can be unneeded redundancy and complication in the system, resulting in less effective communication.
- Now that you add tags that segment the people on your list, what do you do next?
- Let’s say that you want to write an email to everyone interested in female sexual medicine:
- You hover over contacts, make a new group, and define it by that tag.
- Then, you send the email to that group.
- If you think you want to keep sending emails to that group, you could create a new automation with the same title (or something similar). Then, make a rule that every time someone is given that tag, they are added to that automation.
- Let’s say that you want to write an email to everyone interested in female sexual medicine: