How to Organize Your List

In this short post, I’ll share some of my thoughts about how to organize your email list.

I’ll touch on the following:

  1. Lists
  2. Tags
  3. Pipelines/Funnels

1.) Lists

I don’t use many lists. In fact, I only have three right now, and they are as follows:

  • Subscribers
  • Members
  • Customers

2.) Tags

I have a lot of tags. Currently, I use them to do the following:

  1. Provide access to protected content on my website.
  2. Deliver relevant information via email.

For example, when someone signs up for The Beginner Program, they get “The Beginner Program” tag which grants them access to The Beginner Program here at Goals Are Cool.

It also triggers automation on the backend which results in the following:

  • Additional tags added.
  • An email with program details that gets generated and sent at the appropriate time.

3.) Pipelines/Funnels

First of all, pipelines and funnels are different. However, that’s not the focus of this post, so I’ll continue.

I like to keep my pipelines and funnels as simple as possible. As it relates to one of my paid products (via email), I use the following:

  • Prospect
  • Lead
  • Customer

In general, I categorize subscribers as prospects, free members as leads and customers are people who purchase my products.

Consider the following:

  • Someone signs up for the email newsletter or a “freebie” on my website and becomes a subscriber (added to the Subscriber list and tagged as a prospect).
  • Someone joins the free membership and becomes a member (added to the Member list and tagged as a lead. The prospect tag is removed automatically).
  • Someone purchases a product and becomes a customer (added to the Customer list and the lead tag is removed automatically).

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In the meantime, let me know if you have any questions.

Blake Lea
Founder & CEO
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