3 Email Platforms That Get Segmentation Right and What's Missing From All of Them

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/all-about-change">All About Change</a></span>

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All About Change

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2 days ago2d ago

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How do we build an inclusive world? Hear intimate and in-depth conversations with changemakers on disability rights, youth mental health advocacy, prison reform, grassroots activism, and more. First-hand stories about activism, change, and courage from people who are changing the world: from how a teen mom became the Planned Parenthood CEO, to NBA player Kevin Love on mental health in professional sports, to Beetlejuice actress Geena Davis on Hollywood’s role in women’s rights. All About Change is hosted by Jay Ruderman, whose life’s work is seeking social justice and inclusion for people with disabilities worldwide. Join Jay as he interviews iconic guests who have gone through adversity and harnessed their experiences to better the world. This show ultimately offers the message of hope that we need to keep going. All About Change is a production of the Ruderman Family Foundation. Listen and subscribe to All About Change wherever you get podcasts. https://allaboutchangepodcast.com/

about a year ago 26:05

MP3•Laman utama episod

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Ep. 182 - Join Chris as he dissects email segmentation and how three major platforms tackle this critical piece of marketing automation. He breaks down the pros and cons of Klaviyo, ActiveCampaign, and HighLevel's segmentation capabilities - giving credit where it's due but not holding back on potential areas for improvement. Chris also reveals one feature that shockingly none of these platforms have fully nailed down yet. This episode is a must-listen for all marketers! Whether you're an email marketing pro or just getting started, you’ll walk away with valuable tips to level up your segmentations and campaigns.
What You'll Learn:

1:12 - The importance of segmentation in marketing and advertising and how its role has evolved over time
4:20 - How Klaviyo handles email segmentation and its key strengths and weaknesses
8:55 - What feature Klaviyo lacks that makes it problematic for segmentation
11:30 - The aspects of segmentation ActiveCampaign excels at compared to other platforms
14:45 - A major issue ActiveCampaign has when it comes to managing and accessing segments
17:20 - How HighLevel's segmentation capabilities compare to Klaviyo and ActiveCampaign
21:25 - One critical segmentation feature that is missing across all three platforms discussed

Resources:

Klaviyo
ActiveCampaign
HighLevel
Drip
Subscribe to the Automation Bridge YouTube Channel
Start Your Automation Bridge Community Membership
Watch the 3 Segments Webinar Training

201 episod

#Entrepreneur #Business #Podcasting Education #Marketing #Chris L. Davis: Marketing Automation Expert #Automation #Entrepreneurship #Technology #Software

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

3 Email Platforms That Get Segmentation Right and What's Missing From All of Them

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

published about a year ago

Kongsi

MP3•Laman utama episod

Send us a text

1:12 - The importance of segmentation in marketing and advertising and how its role has evolved over time
4:20 - How Klaviyo handles email segmentation and its key strengths and weaknesses
8:55 - What feature Klaviyo lacks that makes it problematic for segmentation
11:30 - The aspects of segmentation ActiveCampaign excels at compared to other platforms
14:45 - A major issue ActiveCampaign has when it comes to managing and accessing segments
17:20 - How HighLevel's segmentation capabilities compare to Klaviyo and ActiveCampaign
21:25 - One critical segmentation feature that is missing across all three platforms discussed

Resources:

Klaviyo
ActiveCampaign
HighLevel
Drip
Subscribe to the Automation Bridge YouTube Channel
Start Your Automation Bridge Community Membership
Watch the 3 Segments Webinar Training

201 episod

#Entrepreneur #Business #Podcasting Education #Marketing #Chris L. Davis: Marketing Automation Expert #Automation #Entrepreneurship #Technology #Software

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All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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Send us a text In this special episode Chris addresses a shift in the focus for Automation Bridge as a whole. Acknowledging the significant need in the market to help founders and executives build high-performing marketing teams that can effectively leverage automation and AI.

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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Send us a text Ep 200 - In this episode, Chris is joined by Cassy Sorden, who has been responsible for publishing the all the episodes of the All Systems Go! podcast. You get a behind the scenes look at how automation is applied to various parts of the process to increase efficiency, software used, and insight on measuring the impact of the podcast.…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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Send us a text Ep 199 - In this episode of the All Systems Go podcast, Chris introduces Apryl Beverly, the creator of Aipro. Apryl shares her unique journey from journalism to developing AI technology for copywriting in a diverse and multicultural voice. The conversation highlights the limitations of existing AI tools in capturing cultural nuances and how Aipro bridges this gap by offering a conversational and personalized approach to copywriting.…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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The Origin & Evolution of Marketing Automation feat. Clate Mask 49:39

26 weeks ago49:39

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Send us a text Ep. 198 - In this episode of the All Systems Go Podcast, Chris interviews Clate Mask, the co-founder of Keap, a leader in small business automation software. They discuss the history of marketing automation, the evolution of automation across multiple departments, and the importance of balancing personal and business success with the six keys to success. Clate shares insights on how automation can revolutionize small businesses by addressing leaks, increasing efficiency, and fostering growth.…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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When Your Best Isn't Good Enough 36:26

41 weeks ago36:26

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Send us a text Ep. 197 - Chris explores the challenging question: "What happens when your best isn't good enough?" He discusses the pitfalls of overcomplicated systems, the value of building with maintenance and scalability in mind, and the art of creating "dummy-proof" processes that even the least tech-savvy team members can execute. Chris shares insights on managing client expectations, real-life scenarios of complicated workflows, and why it's crucial to build strong foundations before adding advanced features. This episode is a must-listen for founders, marketers, and automation specialists looking to streamline processes and achieve better results with less complexity. What You'll Learn: 5:58 - Why it’s important to create flow charts that are easy to follow for yourself and others 17:16 - The signs that a workflow in CRM software has become overcomplicated 19:12 - Why it’s crucial to understand the ecosystem of the software you're using for automation 23:15 - An expert tip that can improve efficiency in automation workflows 28:45 - What it means to create "automated conversations" within your workflow tasks 31:20 - The one thing you must keep in mind when building out a process to ensure any team member can execute it successfully 33:15 - Why it’s important to resist the temptation to add too many features too quickly when building automation systems Resources: Subscribe to the Automation Bridge Newsletter Start Your Automation Bridge Community Membership Watch the 3 Segments Webinar Training…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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What Is MarTech? 22:06

42 weeks ago22:06

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Send us a text Ep. 196 - In this episode, Chris delves into the often misunderstood world of MarTech, breaking down what the term MarTech really means and exploring its dual nature. He introduces the concept of a “MarTech Marketer” and explains how this role differs from a general Digital Marketer. He also discusses the relationship between MarTech, automation, and other tech-focused areas in business. Whether you're a seasoned marketer or new to the field, this episode offers essential knowledge to help you understand and leverage the power of marketing technology in your work. What You'll Learn: 4:15 - How MarTech can be used as both an adjective and a noun 9:07 - The differences between a digital marketer and a MarTech marketer 11:30 - How MarTech relates to automation in marketing 13:45 - Why is it important to understand the distinctions between marketing technology and sales technology 15:20 - How is the increasing complexity of marketing technology affecting the industry? 17:59 - Why it’s crucial for hiring managers and job seekers to understand MarTech terminology 19:30 - The relationship between technology and software in the context of MarTech Resources: ASG 195 - The Subjective Approach to Marketing Subscribe to the Automation Bridge Newsletter Start Your Automation Bridge Community Membership Watch the 3 Segments Webinar Training…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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The Subjective Approach to Marketing 31:29

43 weeks ago31:29

31:29

Send us a text Ep. 195 - Have you ever wondered why some marketing strategies work wonders for others but fall flat for you? In this episode, Chris challenges the notion of one-size-fits-all marketing strategies and emphasizes the importance of finding what works specifically for your business. He discusses the complexities of marketing and highlights the importance of embracing experimentation, focusing on data, and doubling down on what produces results, even if it doesn't align with industry norms. With insights drawn from his consulting experience, Chris invites you to free yourself from the pressure of following the crowd and embrace the marketing approach that unlocks success for your unique business. What You'll Learn: 4:12 - How the context and dynamics of your specific industry should impact your marketing approach 7:35 - Is there really a "one-size-fits-all" solution when it comes to effective marketing strategies? 19:10 - Why having an internal marketing team is crucial as your business matures 22:47 - How to use software to help identify your unique marketing needs before building custom solutions 26:10 - Why you should always trust your data over traditional “successful marketing frameworks” 32:40 - What cultivating a mindset of "marketing freedom" will do for your business Resources: Subscribe to the Automation Bridge Newsletter Start Your Automation Bridge Community Membership Watch the 3 Segments Webinar Training…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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Automation Service Provider Revisited 27:24

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Send us a text Ep. 194 - Chris revisits and redefines the term "Automation Service Provider" - a term he coined years ago. He explains the need for a clear, unified language around automation services and gives permission for all technical professionals to adopt this term. Chris also covers the various areas where he is seeing automation thrive and announces an upcoming program aimed at helping Automation Service Providers secure consistent, high-value contracts and achieve stable, six-figure incomes. Tune in to learn about this exciting opportunity and gain clarity on positioning yourself as an Automation Service Provider in the quickly evolving automation marketplace. What You'll Learn: 3:03 - Chris revisits and redefines the term Automation Service Provider 6:18 - The most common areas Chris has seen automation being deployed 8:50 - How to more specifically describe the type of automation services you provide 10:48 - Benefits of using the Automation Service Provider title 13:42 - Chris introduces and exciting new program offer 18:09 - The challenge the new program aims to solve for Automation Service Providers 19:39 - How to learn the 3 secrets for getting consistent, long-term contracts Resources: Find out more about the 3 Secrets to Getting Consistent Contracts Subscribe to the Automation Bridge Newsletter Start Your Automation Bridge Community Membership Watch the 3 Segments Webinar Training…

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Send us a text In this episode, Chris is discussing the importance of gaining deep understanding in your business, particularly in the online space, where a lack of understanding can lead to costly mistakes. He argues that many entrepreneurs substitute buying more tools and chasing "gurus" for true understanding of what their business needs to succeed. Chris shares personal insights on how investing in understanding, through communities, programs and self-reflection, has been key to his own growth. You’ll also get a sneak peek into upcoming programs from Automation Bridge designed to help technical professionals and business owners alike level up their understanding and skills. Tune in to learn why slowing down to deepen your understanding may be the most important thing you can do to accelerate your business. What You'll Learn: 2:35 - How the lack of standardized learning in online business lead to reckless decision-making 4:44 - The main symptom of people substituting understanding with tools and gurus 6:38 - Could it be that you don't need another tool, funnel, or expert, but rather a better understanding of your current situation? 8:11 - How to assess what you actually understand and identify areas where you need help 11:14 - Why clarity, which often comes with understanding, is so powerful in business decision-making 15:44 - The purpose of the new program Chris is launching for technical professionals 22:30 - Why it is crucial to slow down, deliberate, and align with people who can help you do things the right way Resources: Subscribe to the Automation Bridge Newsletter Start Your Automation Bridge Community Membership Watch the 3 Segments Webinar Training…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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Keap Insights: Latest Updates and Features You Need to Know About feat. Samantha Pointer Foxx 42:58

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Send us a text Ep. 192 - Chris brings back a guest that is no stranger to the show, Samantha Pointer Foxx, to discuss the latest updates and features from Keap. Samantha explains Keap’s new strategic focus on automating entire small businesses, not just their marketing and sales. Chris and Samantha also cover Keap's refreshed user interface, improved integrations, and new AI capabilities. You’ll learn how Keap is positioning itself as a holistic solution for businesses looking to automate operations, onboarding, hiring, and more through a combination of software and strategic services. Tune in to find out if Keap might be the right fit for your business automation needs and how partners like Samantha can help drive success with the platform. What You'll Learn: 4:15 - What made Samantha want to dive deeper into learning about Keap 10:44 - The areas beyond just marketing and sales that Keap is now aiming to automate for small businesses 15:00 - Changes Keap has made to streamline and modernize its user interface 22:35 - How Keap is improving its pricing with bundles 28:17 - How partners are bringing strategy and implementation services to Keap 31:47 - Improvements Keap is making to their integration capabilities with other tools 32:35 - New features Keap is rolling out, like two-way text messaging and email health monitoring 33:16 - How Keap is leveraging AI for capabilities like content writing support 37:58 - Samantha shares why Keap’s capabilities align with Chris’ “Significant Six" principles About Our Guest: Samantha Pointer Foxx, CASP™ is a Certified Automation Service Provider™ & owner of Samantha Pointer Enterprises and founder of Sam’s Tech Academy. She helps small business owners and CEOs who need their marketing systems automated, but don't want to touch the tech or do it themselves. Her from Audit to Automation™ service connects strategic planning, process documentation, technology, automation implementation and data to help organizations optimize and grow. Resources: Fill out Samantha’s Form to Learn More About Keap ASG 004 - The Significant Six Subscribe to the Automation Bridge YouTube Channel Start Your Automation Bridge Community Membership Watch the 3 Segments Webinar Training…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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Automation Strategies for Scale for Non-Marketing Processes feat. Irit Levi 50:05

47 weeks ago50:05

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Send us a text Ep. 191 - Looking past the typical marketing automation, where else in your business can you implement automated systems to drive efficient scaling? This week, Chris invites on Irit Levy to discuss the vast potential of automation beyond just marketing processes. Irit shares successful use case scenarios where she optimized task management which led to automating daily recurring tasks and reducing both overwhelm and human error. She also highlights unique ways she’s using automation in her own business, like using Airtable for her CRM which allows proposals to be generated with a single click after calls. Tune in to learn how you can identify new areas that are ready for automation in your own processes, from project management to customer interactions. What You'll Learn: 4:36 - Chris and Irit share their opinions on using AI in your business 13:18 - Why it’s important to look at software choices through the lens of future scalability needs rather than just current requirements 21:50 - Irit’s secret process that will lead to identifying optimization opportunities in your business 25:12 - The hidden costs of team members constantly switching between disparate tools and doing manual data entry 27:03 - Why consistent naming conventions are so crucial for automating processes effectively 34:34 - What makes Google Workspace such a powerful hub for automations 37:51 - How has Irit been able to use Airtable as her full CRM system while integrating proposals, contracts and more About Our Guest: Irit helps coaches, creatives, and consultants scale their businesses with process, strategy, software, and automation. She has provided 13,697+ software recommendations over the years. But at her core, she's about SCALABILITY, not software. Her approach is different because she believes technology is just a tool. It's only as valuable as it is helpful. Resources: Airtable Google Workspace Subscribe to the Automation Bridge YouTube Channel Start Your Automation Bridge Community Membership Watch the 3 Segments Webinar Training…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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Meet Puzzle: the App to Help You Visualize All Your Systems feat. Brian Ragone 52:12

48 weeks ago52:12

52:12

Send us a text Ep. 190 - How can your business achieve true operational clarity and ensure your team is all on the same page about workflows and systems? In this episode, Chris interviews Brian Ragone, the founder and CEO of Puzzle, an app that helps teams visualize their workflows and systems. They discuss the challenges of documenting operations without a consistent visual language, and how Puzzle solves this by providing a unified way to map out processes. Brian also shares about the powerful features of this tool that connect processes to teams, roles, and tools. Tune in to learn how Puzzle can bring clarity and alignment to your team and business operations. What You'll Learn: 3:21 - Brian shares what inspired him to create Puzzle 14:45 - The key difference between shallow documentation tools like Lucidchart and the deep documentation approach of Puzzle 17:57 - How Puzzle's relational database allows you to pivot and view processes connected to teams, roles and tools 27:47 - Recommended ways for getting started with mapping processes in Puzzle's blank canvas 29:41 - Which tools Puzzle integrates with to easily visualize existing workflows 38:56 - Why Brian views Puzzle as an "operational journal" for continuous process improvement 43:19 - High-level maps VS granular detailed maps - and which works better in Puzzle About Our Guest: Brian is the Founder & CEO of Puzzle, and he's helping teams visualize their workflows & systems in a fast and easy way so everyone understands how they work. He's helped visualize over 10,000 workflows to bring clarity and alignment across teams within organizations so they can make improvements to their operations with confidence. He has found organizations use 130 SaaS applications to run their business operations on average. Yet, most processes and systems aren't well documented and the only person who knows how they work is the person who built them — everyone else on the team is left in the dark. Resources: Start Your Free Trial of Puzzle Subscribe to the Automation Bridge YouTube Channel Start Your Automation Bridge Community Membership Watch the 3 Segments Webinar Training…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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ActiveCampaign Updates for Q2, 2024 feat. Kay Peacey 1:05:06

49 weeks ago1:05:06

1:05:06

Send us a text Ep. 189 - In this episode, Chris invites back Kay Peacey, a world-leading ActiveCampaign specialist and founder of Slick Business. They dive into the latest updates and features released by ActiveCampaign in Q2 2024, including new email sending limits, crucial email authentication changes, recurring payment integrations, and powerful enhancements to email engagement tracking. Kay shares valuable insights from her role on ActiveCampaign's Customer Advisory Board, offering a unique insider's perspective. Whether you're a seasoned ActiveCampaign user or just getting started, this episode is a must-listen to stay ahead of the curve and unlock the full potential of your email campaigns. What You'll Learn: 6:32 - How new email sending limits could impact businesses with high sending volumes 14:25 - Major changes made to email authentication requirements from Google and Yahoo in February 2024 24:49 - Kay walks through how to use an auto authentication tool to check your email authentication settings 37:11 - Brand new recurring payment integrations ActiveCampaign released - Subscription businesses: This one's for you! 41:16 - How updates to tag management and handling unsubscribes in automations have made things easier for users 49:21 - Benefits the new time window conditions for email clicks provide (especially for contact management and segmentation) 52:49 - How the new time windows for email engagement can be leveraged to identify inactive/engaged contacts 56:17 - Kay teases about a major overhaul is coming soon to the way segments are managed within ActiveCampaign About Our Guest: Kay Peacey has honed her email marketing automation skills to the very highest levels over 6 years of consulting and training for small businesses. She’s a world-leading ActiveCampaign specialist with a seat on the Customer Advisory Board for ActiveCampaign, and founded the ActiveCampaign Academy at her own company, Slick Business. Kay’s unique combination of top-level strategy and technical skills, plus a lifetime of teaching, make her the perfect person to help your business unlock bigger return on investment from your email marketing automation whilst keeping the human touch. She’s also partial to using the Lego mini-figs or paper aeroplanes to drive home the learning. Resources: Free Accelerated ActiveCampaign Training The ActiveCampaign Academy Join Kay's Facebook Community Subscribe to the Automation Bridge YouTube Channel Start Your Automation Bridge Community Membership Watch the 3 Segments Webinar Training…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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Save Your Unsubscribes with Custom Preference Pages feat. Shaun Pereira 35:23

50 weeks ago35:23

35:23

Send us a text Ep. 188 - In this episode, Chris is joined by Shaun Pereira, the founder and CEO of Emailpref, a software that simplifies user preferences while empowering businesses to gain deeper insights into their users. They discuss the importance of properly managing email lists and user preferences, and how Emailpref integrates seamlessly with ActiveCampaign to handle list subscriptions, unsubscribes, and segmentation based on user preferences. Shaun even walks through a live demo, showcasing how Emailpref fetches lists and tags from ActiveCampaign, creates customized preference pages, and syncs user preference updates in real-time. If you're looking to reduce your email unsubscribe rate, this may be the tool for you! What You'll Learn: 4:46 - The purpose and benefit of having customized preference centers 8:54 - How Emailpref seamlessly integrates with ActiveCampaign's lists, tags, and fields 16:46 - How Emailpref handles real-time syncing of user preferences 19:49 - Powerful use case scenarios Shaun has seen for businesses utilizing Emailpref 23:00 - Shaun shares what business size Emailpref is suitable for 25:24 - Shaun’s tips for new users to set up clean preference management 29:11 - New features and improvements coming soon to Emailpref About Our Guest: At just 24 years young, Shaun is already making waves as a visionary entrepreneur. With a proven track record as the founder of a contact sharing company, which he successfully sold, Shaun now leads Emailpref as the CEO. He's passionate about simplifying user preferences while empowering businesses to gain deeper insights into their users. Resources: Claim your Emailpref discount with code: automationbridge Subscribe to the Automation Bridge YouTube Channel Start Your Automation Bridge Community Membership Watch the 3 Segments Webinar Training…

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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Are You Prepared? 25:16

51 weeks ago25:16

25:16

Send us a text Ep. 187 - Are you prepared for when disaster strikes in your business? In this week’s episode, Chris draws from personal experiences and emphasizes the importance of having systems and automation in place to ensure business continuity. He discusses the challenges of relying solely on human resources, the risks of not documenting processes, and the value of facilitation automation to streamline operations and enable faster onboarding of new team members. Tune in to learn how to future-proof your business and ensure it can withstand unexpected challenges, whether it's a personal crisis or a key team member's absence. What You'll Learn: 0:43 - Disaster can strike at any moment - are you truly prepared for when it derails your business operations? 3:15 - The hard lesson Chris learned when sickness made him unable to run his business - and how to avoid that pitfall 9:08 - The powerful role "facilitation automation" can play in reducing errors and enabling anyone to seamlessly step in 13:23 - Why SOPs alone aren’t enough to keep your business running if key players are out of commission 19:02 - Efficient steps to quickly train anyone on even your most complex processes when needed Resources: ASG 186 - Dear Manual Marketer... Subscribe to the Automation Bridge YouTube Channel Start Your Automation Bridge Community Membership Watch the 3 Segments Webinar Training…

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