How to Export and Delete Contacts

How to Export and Delete Contacts

There are many reasons why you may need to export your lists or segments, let’s review most common use cases and best approach.

  1. GOOD. Identify and delete unengaged contacts. This is a good practice – removing unengaged emails (e.g. anyone who hasn’t opened your emails for 90-120 days) from your list to improve engagement and protect your sender reputation. Just make sure to exclude those contacts that were added to your list recently and haven’t had a chance to engaged yet. Low engagement leads to lower inbox placement overtime.
  2. GOOD. Update or sync your unsubscribe, bounces, complaints with internal database or another platform, e.g. a CRM. There are 2 options – manual one-time export or using our webhooks to send event data to your application for processing.
  3. BAD. Delete your unsubscribes and bounces to reduce overall list size and cost associated with storing those contacts. BigMailer uses this data to ensure no emails go out to these email addresses, so if you accidentally bring those records back onto the platform you are risking a) those who unsubscribed will hit complaint/spam button, which will negatively affect your sender reputation b) high bounce rate on any campaign or over a time period can affect your future deliverability and inbox placement. If you have very tight control over your list management and re-importing bounced email addresses isn’t a possibility then removing old bounces may be ok. Typically, unsubscribe rate is very low so removing those records is more risk than it’s worth to save a small % of the monthly fee.

NOTE: BigMailer doesn’t allow you to remove contacts that were sent an email in the last 21 days. That’s because when a contact is removed from BigMailer account, the Unsubscribe page no longer works for the removed email address, so the email recipient is more likely to hit Complaint/Spam button, which hurts sender reputation.

How to Export a Segment

First, go to the Lists tab in the site header to see all your Lists. Click on the arrow down link on the grey button next to the List you need to export.

list export

Give your export a name that will help you recognize it later on – recent exports will be stored for you in a list. If you need to export only a segment of your list, click on the checkbox above the Create button, to load the segmentation options.

You will most likely need to define a new segment for the export.

Export Unengaged Contacts

Make sure to add a condition to exclude those contacts that were added to your list recently, if you plan to remove Unengaged contacts. Recently added contacts are most likely to engage with your content, so it would be a costly mistake to make to remove them.

Once you define the segment, click Create. Depending on the List or segment size, a link will be generated within seconds or minutes for you to download your data as .csv file.

list export download as csv

How to Delete Contacts

There are a 3 different ways to delete contacts on BigMailer:

1. Upload a file with contacts to delete

If you want to upload a file of users to delete across all your lists (for example as a result of unsubscribes outside BigMailer) you can use “Delete Contacts” button on the Lists main page, see:

​​

2. Select and delete contacts manually

You can manually delete contacts 1 by 1 on contacts view – just click on the Lists name and use Search (Email is) to locate the contact you want to delete. We don’t recommend you use this options for your subscribers and instead edit those contacts Unsubscribe setting or remove them from specific Lists. Once a contact is deleted ALL history is deleted. This option is best for deleting your own test records.

3. Delete a List

Delete a ListFollow these steps to delete any List:

  1. Go to Lists tab to see all you Lists
  2. Click on the arrow down icon on the button next to the List

You will have 2 options:

  1. To delete a List only, this means only the label will be deleted from the list view, all the contacts in the list will remain unchanged.
  2. To delete the List and all contacts in that list, by checking the box next to “Also delete all contacts in this list”. Delete contactsIf you choose this option, all contacts in this list will be removed across all your lists in a single brand. Contacts deletion will be scheduled for removal within 24 hours and appear as Pending until it’s complete.

How to Delete a List Segment

If you want to delete a segment, you need to create a segment then export it and follow instructions in the “Upload a file with contacts to delete” section above.

Send Events to Your Application With a Webhook

You can configure a webhook to send events to on your API page. See this article for best practices and code samples.

You can choose to send the following event data – bounces, complaints, and unsubscribe.

Got a use case we didn’t cover in this article? Let us know so we may expand it.

 

 

 

How to Manage High Volume Sending and Protect Sender Reputation

How to Manage High Volume Sending and Protect Sender Reputation

Experienced marketers know that smart volume management is part of the sender reputation management, especially for high volume senders. If your list is smaller than 5000 emails, then this isn’t something you need to worry about and as long as you build your list overtime and increase sending volume gradually.  Also, if you or your organization is a sender with an established reputation and a history of high volume sending, the volume isn’t as big of an issue as campaign engagement and future deliverability.

You need to carefully manage your sending volumes in order to build up your sender reputation if you are:

  1. Just starting out with bulk campaigns for yourself or a client, or
  2. Haven’t engaged your list of 5k+ subscribers in the recent months
  3. Switching your sender domain, email address, and/or provider, possibly due to a “burnt” reputation in the past.

Why not blast a single email campaign to your entire list? Because if this volume of sending isn’t typical for your sender identity it will look suspicious to a mailbox provider (aka ISPs) because big changes in sending volume may indicate that a list hasn’t been grown organically (naturally), bur rather rented, purchased, or harvested via other means, and this can have a negative impact on email deliverability and inbox placement. So what should you do? Start by sending low daily volumes and build up volume over time – the idea is to send less than 1k emails per day per provider when you are just starting out, and ideally start with high quality messaging and high engagement subscriber segments.

High engagement on your early bulk campaigns will aid your sender reputation score and improve inbox placement rates on future campaigns. 

There are a many different ways you can break down your list:

  1. Segment your list based on a field like “Date Signed Up”, “Order Date”, or similar date or number based fields that indicate subscriber recency or loyalty, and start sending initial campaigns to your recently engaged or your most loyal customers.
  2. Based on demographics like age or gender, or a number-based field like “Member ID” with “greater/less than” condition.
  3. Based on past campaign engagement, e.g. anyone who “opened” any campaign in the last 14-21 days.
  4. Segment your list based on location. If you customize campaign send time based on subscriber local time you can get better engagement. The best time to send on week days is usually 6-10am local time.
  5. If bulk of the emails on your B2B list are not major providers, you can actually send a large campaign by simply segmenting out the top providers using an email domain check, e.g. if “domain is” or “domain is not”. See example in the screenshot below.

    segmentation based on email domain

    Segmenting based on email domain in BigMailer

Depending on your list size, you may choose to use and combine several of the methods listed above, and that’s perfectly fine. There is no one size fits all approach to building your domain reputation – you know your list best and can figure out the best strategy for yourself.

It may be frustrating to not be able to send to your entire list and put in all the extra effort, but the effort is worth it and will pay off via better long term deliverability, inbox placement, and most importantly your subscriber engagement with your email campaigns as a result.

Email Marketing Campaign Tracking in Google Analytics

Email Marketing Campaign Tracking in Google Analytics

If you use an email marketing platform to manage your email campaigns you already know what your open and click-through rates are. But do you know how many leads and sales your email campaigns generate and what ROI you get on your email marketing efforts? If you don’t yet track your email campaign performance or want to audit your setup, no worries – we put together this guide for email campaign tracking to help you do just that.

First, lets cover some basics – the most common way to track visits from an email to a website, and analyze activity for those visits, is by implementing utm parameters for Google Analytics. If you are curious what the other options are it’s setting up custom landing pages for each acquisition channel or even campaign, that’s what some very large companies do.

How to use utm parameters to track marketing campaigns

First, make sure your website has Google Analytics tracking installed site-wide. When you use Google Analytics (GA) for your website you can take advantage of special utm parameters that are appended to URLs to identify traffic sources (acquisition channels and campaigns) that are tracked on GA platform.

utm_medium – lets you see how your traffic is coming to your site (organic, referral, paid, social, video)
utm_source – tells you where your traffic is coming from, allowing to compare different referral sources
utm_campaign – helps you track how different marketing initiatives are performing
utm_content – lets you tag a specific element within a marketing campaign (ad creative, specific link)

Utm parameters are generally used in 2 ways:

1. Many marketing platforms automatically self-identify to GA by appending utm parameters.

Example: URL with utm parameters auto generated by Buffer

Example: URL with utm parameters automatically generated by Buffer

2. Marketers can define utm parameters themselves by adding values they choose.

Example: URL with utm parameters for tracking a link in an emailExample: URL with utm parameters for tracking a link used in an email

In the examples above, the text in blue is the pre-defined utm parameter names GA is expecting and the text in green is the values being passed in. The examples above are missing a utm_content parameter that helps identify the exact element that was clicked on, but this level of detail is most useful to businesses with large volumes of leads and variety of marketing assets.

So keep this in mind – your data is only as useful as your tagging. If you don’t track it, you can’t improve it. 

How to add utm parameters to links in email marketing platform

Unfortunately, not all email marketing platforms support custom tracking with utm parameters for Google Analytics, and some (like SendGrid) only allow you to set your utm_source and utm_campaign parameter globally for entire account, rather than on a per campaign basis. 

You can look for link tracking settings either at account level, or as an option on each email campaign. In BigMailer, campaign management screen has a section for link tracking where you can define your utm_ parameters in an open text field.

Google Analytics utm parameters tracking

Google Analytics utm parameters tracking in BigMailer

If you have control over the utm parameter values, consider identifying your email source as a type of email instead of the email vendor so you can compare historical performance for your email campaigns over time. For example, you can identify marketing emails as utm_source=mktg-email, automated campaigns as utm_source=auto-email, and transactional as utm_source=transaction-email. This way you will be able tell how your marketing or automated emails perform in aggregate and what type of emails is driving conversions, sales, or upgrades. 

Where to find data in Google Analytics based on utm values

You can map customer activities with your website pages (using URLs tagged with utm parameters) in Google Analytics by going to “Acquisitions” tab, see mapping below.

utm_ parameters Google Analytics mapping

Google Analytics Traffic reports by channel, source, medium, and Campaign.

 

How to optimize email marketing campaigns with Google Analytics

You can analyze your traffic from email and act on the data in 3 main ways:

  1. Engagement with your site – time they spent on the landing page, bounce rate, page views per visit. These metrics will help you evaluate the content quality on your site and a fit with your audience.
  2. Conversion of your site visitors into leads (trials, registrations) and paying customers, if you setup Goals or e-commerce tags for conversion tracking within your Google Analytics account.
  3. Compare your engagement or conversion metrics change over time (month-over-month or year-over-year for seasonal businesses), and especially based on any change in setup (email sequence design), frequency or schedule for bulk campaigns, or creative (email templates).

What happens if utm parameters aren’t present or defined incorrectly?

When Google Analytics doesn’t see any utm parameters on the URL, it will try to identify the referring site, using built-in data passed in as part of the browser request for the page, called http_referer. The referrer info is only passed in between browser requests but not from other applications that open web links in a browser window. So when a desktop application like Outlook, which is used by many large companies, opens an email link in a browser the browser doesn’t know what the referrer is and GA doesn’t know how to attribute the website visit unless the links in the email have utm tracking parameters on them.

If you don’t tag the links yourself, your visits can be attributed to a variety of channels.  Direct channel implies that the visits recorded under it are direct visit, but that’s actually not the case.

Direct channel captures all traffic without referrer data, it’s actually a catch-all bucket with referrer is UNKNOWN.

Google Analytics Channels

Email Clients in 2019 (report from Litmus): 18% of all emails are opened with desktop clients. Outlook is #1 desktop email client.

So without utm parameters being explicitly, intentionally, and accurately added added the site visits from emails can appear in various acquisition channels:

  1. Referrals – when platforms identify themselves as website domains names, they may show up under Referral traffic
  2. Other – when utm_medium is incorrectly set to something GA doesn’t recognize or “Email”
  3. Direct – when no utm parameters are present on URL and no referrer info available to browser
  4. Email – when utm_medium=email (case sensitive)

So once again, your data is only as useful as your tagging, so make sure you tag your links correctly because there is no going back once data is collected and classified incorrectly.

Happy email marketing!

Template: switching to BigMailer

A: Why I switched from [provider] to BigMailer

B: Why I moved my newsletter from [provider] to BigMailer

[SOME INTRO]

[It seems almost every day there is some story somewhere about a newsletter operator making 6-figure income on just a few hours a week.

Marketers are always on the lookout for tools that not only streamline their operations but also deliver exceptional results. And so switching from one email service provider to another is not uncommon, especially with so many providers to choose from. ]

[About Me / About My Newsletter/Website]

Why the Switch?

In Months of 202x, my list size in Mailchimp grew to over 10k subscribers and with fast growth I estimated I would likely double my list size in a few months. The cost in Mailchimp would have been several hundred dollars. So what started like a cost-effective way to start a newsletter would become a costly endeavor, especially if I didn’t figure out a way to monetize it fast. Monetizing a small B2C list isn’t easy, especially if you are not targeting a niche of professionals to sell sponsorships against. And so I started researching alternatives to Mailchimp.

I briefly looked at provider1, provider2, and provider3 and BigMailer stood out. Getting quick answers via live chat about feature comparison with Mailchimp was refreshing and cost estimate sealed the deal.

Making the Switch:

There are several steps that are needed to switch to BigMailer (or other provider):

  1. Verifying a sender domain or email with the new email platform. In BigMailer, you need to verify your sender domain by adding DNS records to confirm domain ownership. I had to do this in Mailchimp as well, so it’s not so different.
  2. Exporting your list from Mailchimp and downloading it as a CSV file. This step is critical to get right, because you might export your entire list instead of just the usable subscribers you want to import into your new platform. In Mailchimp it’s [label of the usable list].
  3. Importing your subscribers into BigMailer using the CSV file. In BigMailer, unlike Mailchimp, duplicate records are not allowed so a subscriber who is part of several lists wouldn’t be duplicated. The duplication in Mailchimp is a hidden cost multiplier! For example, if you had a list for newsletter subscribers and a separate list for paying site members any subscriber on both lists would be double counted against your billing total in Mailchimp, but not in BigMailer.

[some screenshots: exporting list from Mailchimp?]

Key Advantages of BigMailer:

There are several things that I liked when I was still comparing and others that were a pleasant surprise later on:

  1. BigMailer cost x2-5 cheaper than Mailchimp, depending on list size and plan you are on. I didn’t really use or need any of the advanced features or integrations in Mailchimp, so I didn’t loose any of the functionality I relied on for sending my newsletters.
  2. Drag-n-drop template editor with a template library. Starting with a pre-made template was easy and I ended up with a beautiful template I like more than the one I had before. [screenshot – email template in the drag n drop editor?]
  3. Deliverability (inboxing) rates were comparable at the beginning and much better than in Mailchimp once I started using segmentation and getting optimization suggestions from BigMailer support.
  4. Live chat support. It was refreshing to get timely answers to questions, especially during early on-boarding days.

[some screenshots: campaign list in Mailchimp and/or campaign list in BigMailer?]

Final Thoughts

[somethiing]

You can try BigMailer yourself with this link to get 30% discount on your first month.

Happy email marketing!

 

A Guide to Conversion Tracking with Google Analytics

A Guide to Conversion Tracking with Google Analytics

If you’re a startup founder, a growth marketer in an early stage startup, a developer working on side projects, an aspiring professional blogger or simply someone who wants to be a data-driven decision maker, this post is for you.

When product your is past its minimum viable product (MVP) phase and in a growth phase, you can afford premium analytics tools. In the early stages, however, you probably don’t have a lot of data, so using one of the many available free tools to help you collect conversion and engagement metrics can be a smart choice. The data you’re able to collect and analyze in the early stages of product development is not only important in illustrating what channels and tactics work best, but it can also be crucial to your startup’s success or failure.

While there are many analytics tools available, none can claim the large-scale adoption and proven value of Google Analytics (GA). For purposes of this post, I’m going to assume you already have Google Analytics tracking set up on your website and dive straight into some conversion tracking instances that don’t require additional steps from a site owner or developer.

Conversion Tracking Using Google Analytics Goals

Effort: Minimal – you define your goals in the Google Analytics UI with no code updates required.

You can set up goals for your main non-sale conversions like email sign-up, free account/trial sign-up and product activation. These can help you understand your conversions from site visitor to member, trial member or email subscriber. For many products, you can also add goals as steps that indicate product usage, allowing for certain functionality that enables users to evaluate your product and its value.

To get started, go to the Admin tab on the bottom left (look for gear icon), find “Goals” link under Views.

GA Admin Goals

Click “Goals” and then “+ NEW GOAL.” From here, there are two simple ways you can define goals:

1 Use a unique URL path of the page that indicates a task completion such as /email-signup or /regi/welcome.

GA goal setup by destination

2 Use a unique name=value string that your site might already be using to indicate some other completed action. For example, you might be redirecting a user to the page they were on prior to creating an account and appending ?regi=true or ?email-signup=yes or a similar parameter to indicate to your application that the user just joined the site or mailing list. This can be used to display a custom welcome message or launch a tutorial-style widget to tell the user more about your site or product.

NOTE: Google Analytics allows you to assign a monetary value to a goal, but unless you’re actually using Goals to track sales or other actions you monetize (like automatically opting in your members to partner email lists or products during the registration process), you shouldn’t assign it. An exception would be if you only sell one product at one price point, like an ebook. You can actually use Goals to track your sales in this case, so you don’t need to read the rest of this post if your setup is that simple. 

Email to Web Engagement Tracking Using Goals

Effort: Medium – depends on how and where you currently manage your emails.

If you send emails of any kind to your customers, make sure to tag all of them, marketing and transactional, with utm_ parameters.

If you’re new to utm_ parameter tracking, check out this guide. At a bare minimum, always pass utm_medium=email on all links in your emails to attribute your traffic, engagement and sales to the Google Analytics “Email” channel. Many email providers have click tracking disabled by default (SendGrid, MailGun), so make sure to enable it first and define values, preferably at campaign level.

If your email links don’t pass utm_medium=email, your stats will be attributed to catch-all “Direct,” “Referral” or “Other” channels depending on the email provider you use and the email clients your subscribers use. Once you add utm_medium=email, your stats will shift from one or more of the other predefined channels in the Email channel.

GA Email channels

Utm_medium should always be set to “email” for your email links. If you set utm_medium to something you came up with yourself and it isn’t a convention, like email-[provider], then all your data will be attributed to the Other channel.

Conversion Tracking for Pay-Per-Click (PPC) Campaigns

Effort: Medium – requires your developer to drop the code in the right place but without customizing it.

If you run any PPC campaigns, simply drop the conversion tracking code (aka “pixel”) from your network to your subscription confirmation page. PPC platforms such as Google AdWords, Facebook, Pinterest, and many others all offer the option of adding a tracking code to your site. This allows you to track the return on investment (ROI) for your campaigns and ads inside those platforms.

E-commerce Conversion Tracking

Effort: Medium to Large – requires a developer be familiar with the checkout setup to drop the code and add values from the application into the code.

The best thing you can do for your conversion-to-paid tracking is to add e-commerce tracking from Google Analytics and pass the value of the sale or initial (first month/year) subscription from the sale/subscription confirmation page to Google Analytics. This will assign sales/revenue to the appropriate channel automatically, and you’ll even know what landing page the user originated from (i.e., an individual blog post) if you drill down to report by landing page (“Behavior” tab on the left > “Site Content” > Landing Pages).

GA channels with E-commerce data

Google Analytics Report Example: E-commerce Data by Acquisition Channel

IMPORTANT: If you sell in more than one country and display prices in multiple currencies on checkout or receipt/confirmation pages, make sure to convert the value to your desired currency before adding the information to the e-commerce tracking code. Your e-commerce data in Google Analytics will otherwise be an irrecoverable mess until you fix it.

Special Case – You Offer a Free Trial

Effort: Large – requires development work, including database work.

Typically, when someone signs up for a free trial that requires a credit card, they’re moved to a paid plan after the trial period ends. If your product supports this model, then the goal and e-commerce tracking described above will only track your free trials and not the actual revenue you collect unless you’ve included a custom step in which a user manually upgrades and chooses a plan or adds a payment method.

One way to track your sources of revenue beyond a free trial is to record referral data (http_referer and utm_ parameter values) to your database during the conversion to trial step. This will provide a referral source for each trial record. To implement this process, record a referral source (check HTTP referer and/or utm_ parameters on query string) into a cookie, and then record the source from the cookie into your database with the account record during the trial sign-up step. You can later cross-reference that record with subsequent renewals and determine your churn, life time value (LTV) ratio and ROI for the individual acquisition channels or specific PPC campaigns (if you use unique utm_campaign parameter for each PPC campaign).

For more info on implementing custom conversion tracking, check out Building Your Own User Analytics System in SQL from Periscope, which was written for developers and outlines an implementation in great detail (data tables, columns, etc.).

Did you find this article helpful? Was there anything you wish we covered in more detail or provided examples for? Please share your feedback in the comments.

Happy conversion tracking and growth hacking!