I was wondering what my fellow Copper users are currently doing to best segment their customers for marketing and email nurturing purposes inside the Copper platform? I’m not a marketing or technical guru, but we’re struggling with best practices and efficiency of how to do this. Please bear with my ramblings.
We currently utilize Mailchimp and will be connecting that to Copper and Outfunnel. This should allow us to segment with greater detail, but are there any other good ways to do so directly inside of Copper, so it’s more of a native approach? Outside of “tagging”, it seems as though Copper has limited means of segmentation.
Example: At the COMPANY level, we define markets such as Power, Industrial, Municipal, etc.. We do not carry these market fields to the PERSON level, as that’s duplicated work. Conceptually, we most often send our marketing campaigns via segmented markets, which without using Mailchimp and Outfunnel, would be impossible to do inside the Copper platform alone since we do not define our markets at the PERSON level. Any suggestions, thoughts, opinions on the matter?
In our utopian vision, we would be able to segment, email market/nurture, and analyze all of that data within the Copper platform.
Thanks for any help
Best answer by Wyndham from Copper
It’s something that we’ve been debating here at Copper for a while now. I’ll outline below a few of the options in the platform today.
Here you would use fields on your company or people records to provide segments for your contacts. The out of the box option is through Contact Type but you can define as many fields to segment your customers in different ways as you would like. You have a lot of flexibility here but you have to be able to define all of this upfront and it only allows you the ability to create relatively broad buckets for customers. For example, you might have segments to cover each of the products that you’ve sold to customers so that you can follow up with any best practices after the sale.
Tags are where you get ultimate flexibility. You can create as many or as few tags as you want and you don’t have to define them upfront either. This means you can get really personal with outreach and start to capture things that might not matter too much from a business standpoint but are useful for building relationships. So now, not only do I know what product that you bought but I might have tagged you with particular areas of interest so that I can start to create really personal campaigns that are much more suited to you without creating hundreds of fields.
You can create views using both versions above.
We’re also looking to fix how easy it is to have fields that are references to data on other objects so that this is something that is easy to do out of the box in the future.