How to Segment Leads & Send Targeted Marketing | Kartra Surveys, Tags & Lists

in I think five or so here we go yep live in five,   Let's Do It! um Welcome um today, 
Novice to Ninja I'm here with Arijana,   Kartra Expert extraordinaire. um I know 
I don't see see a few people hopping in   about nine people um feel free to introduce 
yourself in the chat as you're hopping in um   where you're joining from anything fun about 
you um yeah welcome to your Kartra Novice to Ninja if you want to um say hi 
to Arijana and a little bit about   your business um we can start there 
and let people jump in in a minute um well we can wait a little bit too wait for some   more people get in here I see 
a couple comments oh there we are hi James oh hi Grant Jam yeah welcome guys welcome Michelle 
from North Carolina I'm actually on the   west coast um and Arijana is in 
Serbia? Yeah, a little further away. That is a little further for sure so 
it's night for her it's pretty early for me   um it's the cool thing about online space 
though you can connect from all across the world.

Hi Joe good to see you again we got a people hopping in still hi Jennifer you're on my side of the 
world uh I'm in San Diego right below you   but yeah welcome everybody um so today um we are 
here with Arijana I'm going to go ahead and kind   of kick off a little bit about what we're going to 
be learning about um we are going to be learning   how to segment your list and use that to really um 
activate your customers. um and so I'm gonna let   her kick it off tell us a little bit about herself 
um we'll get into her slide presentation um if you   join late or you have to hop off early there will 
be a replay set about 3 hours after this event   ends um if you don't get that email or you're 
looking for it can't find it um you can reach   out to our team at community @genesisdigital.co
we'll add that email into the chat as well um and   then if you do have any questions for Arijana 
we're going to add her website as well as um a   way to connect with her too so um yeah with that 
I'll let you kind of jump in and I will share the   slides after you introduce yourself and we'll get 
started okay cool thank you well I'm excited to be   here um I'm Arijana once again uh I have been in 
the online business world since 2016 in various   different capacities right now I mainly help 
online business owners and consultants um in like   an online business manager or operations manager 
format um as well as doing lots of work in Kartra   building out funnels and helping automate all 
sorts of things um as one can do in Kartra so um   one of my really focuses is on simplifying things 
and my business is called scale and simplify and   so that's kind of one of my intentions with this 
webinar as well and talking about segmentation   um which might feel like an undertaking 
but it will actually help you keep things   simpler when it comes to um managing your 
contacts as well as creating offers for   them awesome well I will go ahead and share the 
slides and we will jump into this presentation   right now there we go and I already saw one 
question come in um we'll cover all questions   at the end sorry guys gotta go back y um we will 
cover them at the end and I will let you take on   um the slides I'm G to hop off screen and 
awesome thank you um okay so just a little bit   of a preview again of some specific things that 
we'll be going over today one I'm going to talk   about why segment or really what is the purpose 
behind it um we'll dig into where to collect   data specifically what you can do in cartra in 
order to start collecting data um related to your   leads and then how to segment we'll talk 
about best practices and I'll actually go   through step-by-step instructions 
on how to set up a survey for this purpose okay so segmentation and collecting 
data I feel is kind of like a the gold mine   that people tend to overlook a lot of times 
we're really focused on growing our email   list and I've seen some accounts with really 
large email list that aren't segmenting and   really tapping into what they could tap into um 
as from a segmentation standpoint um so really   the power lies in what you're actually going to 
do with your leads whether you have a th 10,000   100,000 leads in your account um segmentation 
allows you to customize the experience for   your audience because you're getting to know 
them on a deeper level Beyond just their their   name and email address and the behaviors that 
they're um going through uh you can increase   engagement conversions and customer satisfaction 
again because you're going to be able to tailor   the content the messaging the offers directly to 
that lead and what it is that they need and are   looking for and you will most definitely discover 
surprising insights about your audience that can   help you make informed business strategy decisions 
um so an example um one of my current clients um   we implemented a survey she serves parents so she 
works with like IEPs um and her main target was   parents and that's what she was building her list 
around we ended up implementing a survey that was   just on a thank you page after her freebie optin 
so people opted in for the free thing and then   instead of a normal thank you page it's a survey 
we also sent it out through email and all sorts   of things and through that she actually found that 
she had a lot of advocates and attorneys or sort   of peers um people who were doing similar things 
as her with parents who were looking for business   guidance from her and so she opened up a whole 
new revenue stream um from understanding that by   gathering data so we'll dig into more examples 
and how you can do some of those things as well some of the things that I hear as to 
why why people are reasons behind not having   a segmentation survey one is no one will fill it 
in um people are for some reason this is the push   back I get often of um entrepreneurs not wanting 
to implement it because they think there's not   going to be a high completion rate and then the 
data is not really going to mean anything I've   seen 60% and higher um one we implemented recently 
it's so far staying at 80% completion so that one   is a survey that um the client has a it's kind of 
like a personality assessment and once the person   goes through that assessment there's a follow-up 
survey that asks them a little bit more about who   they are if they work for a company if they're 
an entrepreneur and so on and we have an 80%   completion on that so it's so much valuable 
data that um you're leaving untapped if if   you're not using a survey in that way um another 
common thing I hear is I don't want to add extra   barriers either to signups or just in the flow 
of a funnel and again given the completion rates   that I've seen I don't really think that it's a 
barrier and we always want to look at excuse me   at uh quality rather than quantity so sometimes 
you know people don't want to put extra fields   on their option form um and obviously you're 
not going to have like six seven fields on your   option form but even one extra one can get get 
you some really valuable information um and if   somebody doesn't want to fill out a third field 
they may not be in my opinion the right lead   anyway um the other thing that comes up is people 
do some data collection but then they don't really   utilize it so we're going to talk about how to 
actually make use of it so before I move on and   talk about segmentation surveys um comment in 
the chat and just let me know have any of you   tried to implement them have you are you using 
them so far um just so I kind of know if there's   people in here who have tried have questions 
about it or you've just never um attempted to   create a segmentation survey or are you like I 
don't even know what you mean by segmentation survey no okay okay cool well I guess you're in the right 
place all right so before we jump into that I   just want to take a second to talk about tags and 
lists this is like the number one question I get   from people of what is the difference between a 
list and a tag and how to use them um so I just   want to cover that briefly because it does 
link directly to surveys because when you're   collecting data you need to translate that into 
tags so that you can utilize it in segmenting okay so lists are like your bigger bucket, broader 
categories so if you think of a grocery store the   list is kind of like the aisle so let's say 
you're in the dairy aisle um that is your   list your tags or your specific items or like 
your milk your different types of cheeses okay   so the key lists that I always start with 
are all subscribers because I just like   to have a catchall um you don't have to have that 
one you can have just newsletter subscribers but   you never want to leave any contact in there 
just hanging out and not attached to some sort   of list.

Um Newsletter subscribers is the people 
you regularly email as part of your newsletter,   customers, and active customers so those are 
just some examples so when you're creating   lists you can have one that's for example freebie 
subscribers um but you don't need a list for every   separate freebie I see a lot of people do that 
so consider like when you're deciding whether   something should be a list or a tag lists are 
the broader categories and you're considering   you know what groups of people do you frequently 
email that's going to make it easier for you to   just refer to a list um or for them to unsubscribe 
from just a particular type of email so remember   when somebody clicks unsubscribe they're taken 
to a page that shows them all of the lists that   they're subscribed to um and there they can select 
what type of communication they want to receive   from you and so you'll you can use that from a 
segmentation standpoint as well okay tags are more   specific and they tend to be based on like a leads 
actions or preferences so like I said if we're in   our grocery store the tags are like the mozzarella 
cheese versus is milk um and so your tags you want   to be specific and I like to use different naming 
conventions so these are just some examples like   purchased and then your course name and the date 
of your launch um I know there's another I saw a   different webinar that talks about organizing your 
cartra account and it's got lots of examples of   like how to structure your tags and all of that 
um so you can dig into that if you need more   but this is kind of um the high level example of 
tags so for segmenting you're going to have tags   attached to all of the information that a lead 
gives you you're going to translate it into a tag so when I say segmentation surveys this 
is what I'm talking about your first step is   collecting data through surveys then you're going 
to tag them for segmentation and then step three   is customizing their experience BAS based on 
the things that they told you throughout that survey so I'm talking about surveys specifically 
but there are other ways that you can collect   data so one is opt-in forms so you've got 
your opt-in forms on like a freeb giveaway   or an event registration page you can add in um 
you've probably seen this often as well like an   extra field that asks for somebody's social 
media handle um that's a good one to have on   there just so that you can connect with them in 
one other way or maybe there's some other data   point that's really important to you to know 
right off the bat um and to make it mandatory   before they even reach a survey so if you're 
doing if your audience is business owners it   might be like how long have they been in business 
or something similar to that um and so I've seen   that work well too in just adding one more field 
to your opin and starting to collect more data   that way you can also do it through tracking links 
so you've probably received emails from people   where they want you to click on um it's like click 
on one of the following links to let me know your   preferences and then when you click um the system 
is going to tag you on the back end to specify   that um those preferences tracking links don't 
allow you to have as much control and decks as a   survey would um and so that's also why I'm talking 
about surveys more surveys can go on you can use   them in memberships so I've seen people use them 
within memberships um you can gather feedback or   just ask people for their preferences or just 
gather information on where they're at in their   business what their challenges are with whatever 
it is that you specialize in so you can serve   them better within that course or program um and 
thank you pages is the one that I would recommend   starting with um and so this is like I 
said they're going through an optin or   they purchase something and on that thank you 
page instead of a different offer or um directing   them somewhere else you're going to present a 
survey that asks them for more information about them as far as the contents of that survey 
um one thing you can ask about is learning   Styles or their content preferences um so you 
can ask them how they want to consume content   for example it could also be something like 
asking them what social media platform are they   using the most you might discover you're not 
leaning into the one that really aligns with   where your audience is um so anything related 
to how they consume content and their learning   style and again you always want to think 
back to like what is the information that   is valuable for you and your business what would 
it be great to know sort of at larger scale about   your leads the other thing that it's really 
great for is idea content um idea generators   for content so you can ask people what topics 
they're interested in what their challenges   are all of that is going to direct you into 
giving them content whether in in email or on   social or workshops or whatever it might be um 
that is actually answering their questions it   can be about identifying their needs so this 
might look like again if your um audience is   business owners asking them how many years 
they've been in business because their needs   will be different asking about what their main 
challenges um and things like that and then you   can also do a periodic checkin so sending out 
surveys not to New Leads but to existing leads   on some sort of regular basis and really in 
those you're just going to loop back to one   of the first three on the list and ask them 
about those to see if there's any changes um   obviously you know like our world world changes 
at a very high speed especially now um and so   you want to be checking in with your audience 
and making sure that you have current data okay so before we jump into creating a survey um a 
few more best practices when it comes to actually   creating your survey questions so you want them 
to be short and focused um and prioritize things   that are going to offer you actionable insights so 
again what would it be valuable for your business   to know and understand about your leads and 
customers in order to make decisions on what   kind of content or offers or support would be 
helpful for them um it's also best to mostly   use multiple choice questions because that's going 
to help you have it's a very specific data point   and you can attach that to a tag based on their 
answer um but you can include some open-ended   uh questions where you can dig deeper and kind 
of like a read through people's answers to to   find information and then applying tagging to 
questions and I'll show you how to do that so   just before we jump into just the technical piece 
of setting up surveys um do you have any questions   you can drop them in the comments and I'm just 
going to take a peek now for a second in the Q&A um so one question is can segmentation 
help with email deliverability um I'm not   an expert in deliverability so I'm 
just going to put that disclaimer   there but I would imagine yes because if 
you're targeting content very specifically   to that person and they're more likely 
to open it that is also going to help   you with your deliverability um like if 
you're pinpointing smaller segments of   your list with specific messages um you're 
going to start to see higher open rates and engagement Okay so setting up surveys within 
cartra um and you'll have these slides so you   can follow along with these steps afterwards as 
well when you're setting up your own so surveys   is located under contacts um and then you're 
going to once you open that up you're going   to click the add survey button at the top um and 
somebody just asked can you have multiple choice   and other questions yes so I'll show you in a 
second the different types of questions that can   be included in a survey and then what to do with 
the answers okay so then you're going to write   a survey name um and there are three options so 
you're going to select a traditional survey for   what we're talking about today there are also 
um two other ones that you can play around with   those are more quizzes um for segmenting 
you want to select traditional survey okay   so once that opens up you're going to see 
all the little settings tabs the first one   is questions and so we want to go directly 
into that click edit and start adding in our questions okay um so the first thing that you can do is enable 
an intro cover if you'd like and that is just   sorry something happening on my screen um and 
that is just if you want to have like a screen   before it jumps into your first question um 
and then after that you'll see the question   section there with a little add question box where 
you're going to click there and start adding in   your questions so this is um what's showing on the 
screen these are the types of questions you have   options so it's kind of um the top four boxes 
I should have highlighted them so the top four   boxes is like step one of what you're selecting 
so you're going to tell it if you want text only   or there's some options with images I typically 
do text only once text only is selected you have   your options there so here you can do multiple 
choice text boxes rating scale and so on um for   segmentation like I said you want to try to stick 
to multiple choice because those are going to give   you like really specific data points you can do 
short and long answer as well and I'll show you   where you're going to be pulling responses but um 
you are just going to have to kind of read those   or download them into ChatGPT I'll talk about that 
at the end um to kind of analyze and extract the   information but you can't sort of there's no tag 
that you can really apply to somebody's answer um   that's like a free text okay so then when you 
select the multiple choice you're going to click   it like the way that we edit anything in cartra 
and edit the text there there's two text boxes   um I tend to just put the question in that top 
one that's bolded and then delete the next one   um but you're going to put your question and any 
other information you want to put there and then   when you click on the it starts with four um the 
four multi choice answers this little window will   open up so you can see here I have it highlighted 
in red um and you're going to go through click   the pencils and put in the questions that you 
want you can obviously add more than four as   well so right underneath that right underneath 
where the I talk with my hands a lot so excuse   that um right underneath that box you can see it 
says add question to leads profile so we want to   enable that like this um and then you're going to 
put an identifier and the question the identifier   this is kind of like I like to structure them 
the way that I structure tags because oftentimes   like throughout cartra as you're using these data 
points you're going to have to select them from a   list and it really helps to have differentiating 
pieces to that um field identifier so for example   you might start it with like the name of your 
survey if you have more than one you um might   put like optin survey dash and then whatever 
the question is just whatever is going to allow   you to from a list where you can just see the 
identifier easily spot it and know that that's   the one that you want to select okay and then 
you're going to put your your question there okay so then once we're done with the question 
section underneath that is identification I   would enable that you don't have to but if you 
enable it it's going to ask them for their email   address and um obviously we want that to connect 
the information to them um and so you'll be able   to change the text there mine says something about 
saving your preferences to tailor our support to   your unique situation so just explaining to people 
why it's of benefit for them to enter their email   do the survey and have that information stored 
so that they can have a better experience and   more tailored communications or content um 
after that we just have the success page   so there's two options you can do like a default 
Kartra one if you click on that it does give you   some different options of like the layout and 
what you want on there you can also redirect   to another page which could be outside of Kartra 
or you can create another specific thank you page   for this purpose um and bring people there 
once they're done okay so now we're back in   like the main survey screen we're over from 
the questions tab over to the settings here   you can put email like a confirmation email 
if you would like um typically don't for a   segmentation survey I don't think that it requires 
a confirmation email just for the survey you are   though going to send them emails separate 
from that um afterwards through sequences or broadcasts okay and then if we move over 
one more tab we have automations so here   you want to create a tag um something like 
segmentation survey completed so this is   your first tag this doesn't have anything 
to do with their answers yet we'll do that   in a second um but this tag is just going to 
tag people who actually complete the survey   so that you can you can use that as well if 
you're wanting to for example follow up with   people who have not completed the survey 
then you can use that tag for segmenting   um the automations for tagging people 
based on their answers um unfortunately   cannot be done in here so we're going to 
do that outside of the survey section in a second and then your responses are in here as well 
so you can do individual or group responses um   once you start to see things coming in then you 
can see the summary and look for any Trends in there okay and so we're out of the 
survey section now and we're going   to go under marketing to automations and this 
is where you're going to create your tags the   are linked to every person's 
answer if it's a multiple choice so actually let me go back for a second 
so the first thing you're going to do you're   going to start a new automation and you're 
going to select um contact completes survey   do da and then it's going to ask you for the 
survey name and you're going to select that   survey the one that you just created okay and 
then you're goingon to add a second condition   to that if um and it's going to be an and 
contacts custom field and then it's going   to ask you to select the custom field so now 
you're selecting that custom field that we   just talked about where I explained how the 
identifier needs to be something that you can recognize okay so here in my example I have 
custom field year in business is and then   I've got four different answers that I had 
created in that survey 0 to one 1 to three   and so on years so then you're going to select 
it and you're going to do this for every single answer okay and then under then you're 
going to click assign a tag and you're   going to assign a tag that is linked to 
that so what you're going to be doing is   for every question or rather for all the answers 
to all of your questions you're going to have a   unique tag for all of them so in this instance 
for mine I'm going to have four one is going to   say survey years in Biz one to three then we're 
going to have survey years in Biz 3 to five and   so on so that each unique answer is tied to to a 
unique tag um and the reason for the tag too is   you can oftentimes segment just by the person's 
custom field right so when you're doing different   things in Kartra you can use this as a condition 
to say if their custom field is such and such um   than either trigger an automation and email and 
so forth um but I like to also apply tags to it   because it just makes it sometimes you can't 
use the custom Fields um plus with tags for me   me it just feels cleaner and makes it easier 
to see um reports of who has which tag and so on okay and so then now we have this is the recap 
of what's actually happening with everything that   that we went through so step one is your lead 
is filling in an option form or they make a   purchase and then or you're sending them an email 
with a link um and then they're taken to a thank   you page that has a survey on it from there 
they're completing the survey and as they're   completing the survey the automations that we 
just created are tagging them based on their answers okay and so once you have the answers 
what do you do with that information um so one   you can use it for segmenting email campaigns and 
sequences so you can send personalized newsletter   emails based on their responses so you can have 
multiple different email um groups you can have   different types of emails um for campaigns you 
can have tailored campaigns based on whether   they answered one way or another on any given 
question um and then you can also have unique   welcome sequences and onboarding sequences so for 
example again with with with the case where your   customer customers are or your leads are business 
owners and you want to segment them based on like   whether they're a beginner or based on a certain 
revenue level for example um you can do that right   off the bat so if you're working with beginners 
as well as people who are really advanced and   far along in their business your messaging for 
those two is going to be really different and   if you know right off the bat that they're one 
group versus the other um you can start write out   the Gates making sure that you're communicating 
with them um in a way that's actually helpful for   them in their current situation and then the 
other thing that you're going to do with this   information is for research and analytics so you 
can um you know pull the data from cartra and look   at it for trends and that's going to help inform 
your strategy so one of the things you can do too   is just do this in ChatGPT especially if you're 
doing some long form questions and answers so if   you have a whole bunch of long form answers once 
you gather a bunch of those there's so much gold   in there and if you export that into ChatGPT you 
can ask it um to look for any trends any keywords   any trends in like challenges or desires of your 
leads and customers you can ask it for keywords of   how they def define or describe their problems 
and then you can utilize that within your your   content and your messaging um but have a system in 
place where you're doing this on a regular basis   um because otherwise you're just collecting 
information um and not using it to actually drive decisions so your action plan is to create 
a survey um that's going to start collecting   data you're going to outline your tags and apply 
it through creating automations and then you're   going to analyze that information that's coming 
in and start building out some custom email sequences any questions let 
me check the questions box here okay if if they're on a thank you this 
is a good question if they're on a thank   you page they have likely already given their 
email address um so what would be the purpose   asking for it again how do we so let me ask 
answer that first question um the information   isn't going to be pushed through in this instance 
and so um unless I'm wrong somebody can correct   me if I'm wrong but from Kartra um but the the 
email won't be pushed through and linked to that   survey and so we need to ask them for their email 
address again yeah that's right okay cool yeah the   one thing I will say is it they can be pulled 
over if they agree to like their contact will   automatically pull over if they agre to cookies 
um but it's not guaranteed every time so it is   the safest bet to just collect it if you want to 
ensure that you know it's not a survey that's not   assigned to someone every time yeah okay thank you 
for that confirmation.

Um okay the next question   is how do we tailor content to them um so when 
I say that what I mean is let's use the example   of revenue in business so if your audience 
is business owners um and you're asking them   somewhere in the survey to give you their revenue 
range of where they're at in their business now   that's going to help you understand what stage 
they're at and therefore what stage they want   to get to and so you're tailoring your content 
because you're seeing this is a beginner you're   not going to start sending them emails of like 
how to reach $100,000 months in the next 30 days   um if they're at zero right and so hopefully that 
that gives you an idea of what I mean by tailoring   content you can also if you're asking about their 
main struggle um for you know this is for any   industry whatever your customers or leads main 
struggle is um if you see that there's more of   one or the other you can start talking more about 
certain topics um or if you're running a campaign   let's say you're promoting a course you have 
multiple courses and they hit sort of different   pain points um you can make sure that you're 
sending emails just to those people who really   have that current need to deal with whatever 
challenge that course is going to help them address okay um does it create a tag on them 
so I can send communications or just that they   answered a survey in a certain way so um the 
tags and this might have been sent before I   went over the tags pieces um but yeah the tag 
you're going to tell the system what tag you   want and then you can that's how you're sort of 
connecting to that lead and selecting them for communications okay if you tag someone according 
to how they answer but that answer can change how   do we track changes if someone answers and 
like now they've been in business for three   years years versus one year um so this is where 
doing surveys more than once is important um   and then you can send those out through email 
campaigns and and have people fill those out   again and then you know the most up- to-date 
answers um yeah so hopefully that answers it   let me see if I've missed any here yeah I was 
also going to say um maybe another little side   work around to your question Terry would be 
uh in expiring tag so like if a tag you you   set for two years expires and apply the next 
year tag too um at that point so um you know   there's automations with expiration and tags 
that you might be able to look into um without   also having to ask but I think ultimately it is 
you want to continue to connect with those people   and understand where they're at too so um I 
guess it just depends on that piece for you   business yeah I think that's a really good point 
um especially on things that you know well most   things that you're going to be asking about are 
going to change over time like there's very few   things that are not flexible um so I think that's 
a great idea of having them expire and then like   I said resurveying every every now and again and 
I had a quick question for you um I didn't see   any others in the chat at the moment but maybe 
this will bring some out um because I know we   talked about surveys today and I saw that um 
ran said do need a higher plan which is true   for surveys and quizzes you do need cartra growth 
um but one option to still creating custom fields   and having segmentation would be um creating 
that opt-in form as well um would you explain   a little bit more about that process um just 
so that people understand they can still do it   at the starter level um just maybe more micro 
sure um so yeah on the opt-in form when you're   creating your optin forms by default it's just 
going to the fields on there are um the name and   email address um and so when you're doing that 
you can click to add a field there's obviously   like there's standard ones that are already in 
there like company name if that is relevant for   you um or you can create a custom field at that 
point um so the same way that we created the   questions in the survey you can create a custom 
field that is like how many years have you been   in business um and then those answers and you 
can have it as optional or required um right on   that optin form so that you're gathering that 
right up front the other thing you can do too   is with the tracking links so like I said 
um earlier so the way that this would work   is you basically can create a thank you page you 
start with creating a thank you page that's like   thanks for your answer good to know um and then 
in your emails you're going to have text that asks   them a question and answers so if we're continuing 
with our years in business um example in your in   the body over your email you're going to write one 
to three years three to five and so on um and then   you'll create a tracking link and the tracking 
link allows you to create an automation as well   so when somebody clicks a specific link which 
is going to be to your thank you page um for   years one to three if they click that link the 
tracking link can be set up to automatically   apply a specific tag um it's not as controlled 
as a survey but it is one way of doing it so the   difference is that in a survey one you you can 
ask you can go more in depth um and also people   in emails like to like click around so they might 
end up triggering more than one tag um but you can   definitely still collect a ton of information 
through that as well um I think there was another question uh do you have an example to see 
how this looks unfortunately I don't um have it in   the slides but it will which like now in hindsight 
seems like an obvious thing to add in um but it'll   look very similar to when we were creating them 
um I don't have a link handy to like one of mine   to be able to show you um but it kind of looks 
like this so you know you're going to actually   embed this on a page so everything above and 
below it you can totally customize on a page   and cartra and then embed this form and it's just 
going to be questions like this and they're going   to click next and it'll progress to the next 
one yeah and I was going to say um I think that   highlights at the end of the slide deck see I 
get to that one um you know I think this is a   perfect opportunity to highlight you know your 
strategy session um and maybe Jennifer you can   you can join Arijana for one and maybe she can 
kind of walk you through that setup one to one   um uh the link is at the end of the slide deck um 
and then we're also going to be sending it to you   via um chat message as well you'll have a link to 
this but um I would save this link get your camera   out um you know get a 45 minute session with 
her um and then if you have any questions about   setting it up um any of our support team at Kartra 
can also help there too so um yeah I feel like   um definitely understanding your customer base 
is one of the most important things you can do   um even if you don't have a lot of people yet 
in your your database you know those few people   provide the most valuable Insight so you know 
what they're excited about so you can continue   to build on it too um yeah absolutely um and I 
will just say with the with the sessions this   isn't something that you'll find on my website 
or anywhere I literally made it specifically for   this group um and you'll see when you go through 
to book that it is it's just for the next couple   of weeks um but it's pitch free this is not like 
a sales call or a consultation call you can just   book a call with me and then ask any questions 
um we can do a training or I can have a peek   at your account and then we can see how you can 
Implement surveys or anything else in Kartra I   love it honestly it's about building confidence 
using it and once you learn how um you can take   take it very far so Jenifer um gonna open up the 
floor for any other questions um I was trying to   think if I had any others um I did want to like 
I think the the email list segmenting that you   you highlighted we um I definitely agree with um 
you know if you can send people Val emails that   they're going to click into that increases your 
potentially increases your deliverability rates   um so you know as much segmentation as you can 
do really is getting the information in front of   people that want it the most um so I think that 
you hit the nail on the head with everything you   shared today and and I think that the thing with 
surveys is like the thing that I love to see is   that every single time I've implemented them the 
results tend to surprise us in some way shape or   form like not maybe all the way across the board 
but there's at least one question where we have   these assumptions about our audience and our leads 
and we're oftentimes we're like deflecting our own   um challenges or whatever it might be um and 
that's not necessarily the reality so like to   have that in black and white really helps you 
make decisions and make them with confidence   knowing that you're not just like drawing at 
strings guessing what it is that they need but   like you have more concrete um guidance yeah very 
very true um wanted to highlight again too we will   be sending a replay of this um whole presentation 
so you can go step by step through all the steps   that Ariana beautifully um laid out for you 
guys so um and then again if you have questions   we can help you walk you through any of those 
as you're building it in your own accounts too   um and if you want to share your successes 
with our team um it's always good to have   that feedback U for ourselves as well um 
you know way of collecting data that way too so um I'm going to go ahead and enter the email 
in the chat if we don't have any other questions   I'm going to wait about three more minutes and 
we'll probably just end and um appreciate you   guys joining today um if you do need anything 
you can reach out to community at genis digital.

um if you don't see 
the replay if you don't know   what you're doing um feel free to 
reach out we're here to help so   anything else Arijana from you today 
or not for me unless anybody has some questions good perfect well with that we will 
sign off thank you everybody who came today   and um happy Wednesday I wish or 
if it's close to Thursday I wish   you a wonderful rest of your week 
and thank you again for partnering   with me today Arijana and we will see 
you soon thanks everyone bye bye guys.

As found on YouTube

Get your RESOURCES HERE

You May Also Like