MAIL LIST MANAGEMENT FAQ

Mail List Management FAQs

The answers below assume you are using Constant Contact or Vertical Response as your service provider. The only other provider we work with is MailChimp, but their list management is a struggle and contrary to the way our clients work, so we avoid them if possible.

Q.
If the same e-mail address is on several lists in my account, will that person receive the e-mail campaign more than once?

A.
Short answer, no.

The service provider catches duplications and only sends the campaign to each address once. For example, say you have three lists in your account, Peninsula Clients, Marin Clients, and South Bay Clients. And Maggie Jones with address mj@gmail.com has visited your locations in San Jose and Palo Alto and so is on two lists. If you select all three of your lists to which to send an e-mail, the service provider will catch this and send only one to mj@gmail.com.

Q.
How to I get addresses to you to add to my account?

A.
You’ll need to export them from your internal system or database and send to us, usually as an Excel or .csv file attached to an e-mail. All databases, whether MicroSoft Outlook, gmail contacts, your POS system, etc, have a feature to export. Occasionally John visits a client to train them on how to export, but usually a few minutes Googling “export + your database type” gives adequate direction.

We prefer to work with an Excel doc. But we have also received email lists as pdfs, hand-written addresses, and Word docs.

It is important to name the file to send to us uniquely and logically. For example, if the list is all clients, be sure to name it so – “acme-co-all-clients-022117.xls”, or if it’s just your VIP clients, “acme-co-vip-022117”. Including the date is also a good way to track the file in case we need to troubleshoot in the future.

Even more important, if you have more than one list in your account, be sure to communicate clearly to which list we are adding these new addresses.

Q.
How do I prevent an unsubscribed person from receiving mail from me?

A.
That’s one of the great things about e-mail service providers. Once a person is marked as unsubscribed, there’s no way that account will send to that address. Even if that same address is added to the account manually or by uploading of a list, it will be blocked.

Q.
Can I log onto my account and edit lists myself?

A.
Any time. We don’t own your account, you do. We’ll be happy to point you in the right direction to handle your own list management if you like. For example, some of our clients save by manually updating unsubscribes who have reached out to them directly rather than unsubscribing themselves from a campaign.

Q.
I have a question regarding mail list management which is not answered here.

A.
E-mail John!

WHY WE DON’T CURRENTLY LOVE ANY E-MAIL CAMPAIGN SERVICE PROVIDER

blog-email-providers-compared

For years we have produced exclusively custom html e-mail campaigns for our clients and, if we had control over the selection of the service provider, we used Vertical Response.  When responsive e-mails became essential, we looked at what was available in pre-made templates and decided they look and perform badly, so offered our clients custom html responsive e-mail campaign, or what we called mobile-friendly campaigns.  Most of our clients opted for mobile-friendly as they were attractive, fast for us to produce, and functioned well in all devices and views, although not technically responsive.  (See a sample here.)

The two of us have developed and launched thousands of e-mail campaigns since 2003.  We have many clients on Vertical Response Classic which we loved and recommended for years before responsive took over.  We have one client on Constant Contact Old and one on Constant Contact New.  Sadly, we also have a few clients on MailChimp, but are not including this in this post as it’s not at the level of our two leaders.

Vertical Response Classic is no longer an option as the form design and processing features have not been upgraded since launch of New VR.  But most of our existing clients have their accounts here simply because there’s no better option available to which to upgrade them.

Vertical Response New is not ready.  Currently, if we have a new e-mail campaign client, we are going with Constant Contact New.

Constant Contact New made us angry as they launched far too soon and used us as beta testers.  Back in June we opened a new account for a new client and CC still has not fixed the issues they said they were working on.

Constant Contact Old is no longer available.  We mention it, however, as they had some great features that we wish CC New would develop – in fact, in our comparison below, this now obsolete platform got the highest score.

We know we expect a lot from an e-mail campaign provider, but in this high-competition field, we don’t think that too unreasonable.  Here are some of the features we look for and how the available options respond:


BILLING

Pay as you go pricing option (not just subscription.)  This is so crucial for clients who do not have monthly e-mail campaigns in their marketing plan.

Vertical Response Classic – Yes

Vertical Response New – Yes

Constant Contact Old – No

Constant Contact New – No

Address list billing on the account level, not individual list level, meaning that each e-mail address – even if it’s on multiple individual mail lists – is billed just once.

VR Classic – Yes

VR New – Yes

CC Old – Yes

CC New – Yes


CUSTOMER SUPPORT

Same time-zone, phone customer support from reps who know the product and care.

VR Classic – Yes

VR New – Yes

CC Old – Very much – Yes

CC New – Very much – Yes

Short hold time for customer support and no horrible phone tree.

VR Classic – Mostly

VR New – Mostly

CC Old – Sometimes

CC New – Sometimes

The entire e-mail stream gets included in customer support e-mails, rather than just the last one from the rep.  (Incredibly frustrating and un-helpful.)

VR Classic – No

VR New – No

CC Old – No

CC New – No


DESIGN INTERFACE

Has two views: html and design.

VR Classic – Not applicable as we only used this for custom html e-mail campaigns

VR New – No

CC Old – Yes

CC New – No

Intuitive campaign development.

VR Classic – Not applicable as we only used this for custom html e-mail campaign

VR New – Yes

CC Old – Yes

CC New – Yes – this one is the best


FORMS

Embed-able, modern, easy to use, responsive sign-up forms.

VR Classic – No

VR New – Sorta

CC Old – No

CC New – Yes

Option to allow us to select which address list a signed-up e-mail address is added to, rather than requiring one address list per sign up form.  We really need to have several forms that drop addresses into one list.

VR Classic – No

VR New – No

CC Old – No

CC New – No


FUNCTION

Choose the “to” address lists after the campaign is ready, not before.

VR Classic – Yes

VR New – Yes

CC Old – Yes

CC New – Yes

Seed lists for testing (pre-set testing lists so you can test with one click versus typing in each testing e-mail address one at a time for each test.)

VR Classic – Yes

VR New – No

CC Old – No

CC New – No

Can migrate account information and all lists from old version to new.

VR Classic – Not applicable

VR New – No

CC Old – Not applicable

CC New – Yes

Text and graphical links in e-mail campaigns can be coded to open in a new browser window (target=”_blank”) so the browser version functions as a well-coded web page should.

VR Classic – Not applicable

VR New – No

CC Old – Yes

CC New – No

Forward to a friend feature.

VR Classic – Yes

VR New – Yes

CC Old – Yes

CC New – No – ridiculous

Share to Facebook in launched e-mail puts a graphic into Facebook post.

VR Classic – Fantastic, but only because we custom coded it

VR New – Unknown

CC Old – Yes

CC New – No – fail! 8/1/16 they told me they were fixing this

Share to social media which allows us to select the graphic which is posted.

VR Classic – No

VR New – No

CC Old – No

CC New – No

Ability to set text styles so any new copy added to a template is consistent.  This is really important – who has time to set each section of text to font, size, colour, line height, etc, individually to typed in text, or pasted in text?

VR Classic – Not applicable

VR New – No

CC Old – Yes!!!!!!!!!!

CC New – No

Ability to create the landing page (browser version) of a campaign when it is scheduled, rather than after it launches (another benefit to custom html templates.)

VR Classic – Not applicable

VR New – Unknown

CC Old – No

CC New – No


LISTS

Allows for multiple address lists and the ability to mail to any number of address lists per campaign.

VR Classic – Yes

VR New – Yes

CC Old – Yes

CC New – Yes

Address list management on the account level, rather than list by list (so that if someone unsubscribes from one list, that unsubscribe is noted throughout the account no matter how many lists that address is on.)

VR Classic – Yes

VR New – Yes

CC Old – Yes

CC New – Yes

Recognition of duplicated addresses so that if an address is on many lists, and an e-mail is sent to all those list, the recipient will receive only one e-mail

VR Classic – Yes

VR New – Yes

CC Old – Yes

CC New – Yes

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WHY WE DON’T RECOMMEND MAILCHIMP

Gibbon Because We Don't Have a Photo of a Chimp(Yes, we know this is a photo of a gibbon yawning, not a chimp delivering mail – it’s all we have in our library primate-wise as we have not taken a photo of a postal chimp, although we’d be excited to do so.)

We use MailChimp for a few clients and we find it to be the most difficult interface and address list management system of the e-mail campaign providers with which we have experience.

ONE – they don’t offer phone support.

TWO – Choosing the address list to whom the e-mail goes at step one instead of at the end of the development process causes problems and is contrary to the way our clients like to work.

THREE – They don’t have seed lists for testing.  This is a development issue for us, and does not effect our clients except for a bit of time added to the process, which adds to the cost to the project.

FOUR – The same address on several lists counts multiple times towards your monthly plan, so you can spend far more than is needed for your subscription.

FIVE – MC does not offer “pay-as-you-go” as an option – monthly subscription only.  You pay, even if you don’t send any e-mails.

SIX – Customization of address sign-up forms can only be done with a higher priced account.

SEVEN – Sign-up forms that can be coded to recognize list segmentation can be done only on pop-up pages, but not for embedded forms (which is pretty much the only way people do e-mail list sign-up forms now.)

EIGHT – The biggie – they don’t allow a campaign to be sent to more than one list.  The best-practice for managing lists in MailChimp is to have one list, which is divided into groups and segments.  Our clients find it confusing – actually we find it confusing at times, as well as cumbersome, non-intuitive, and time-wasting.

 

If you are interested, there’s more below on MC’s address list management.  But we don’t want to simply focus upon the negative and what we don’t recommend.  We do recommend using Vertical Response or Constant Contact as platforms.  The phone response for both companies is fantastic – customer support reps who know the product and are helpful.  And the list management is far simpler.  You can have as many lists as you want and get to select the ones you want each campaign to launch to.  Unsubscribes and bounces are well-managed at the account level, rather than the list level, which protects you from higher prices and grumpy customers and keeps you compliant with spam laws.

Our favorite is Vertical Response for the reasons above, as well as their pay-as-you-go option instead of subscription and because over the decade we’ve used them for a variety of clients, they have been consistently good.

 

So, back to MC’s list management issues caused by not allowing a campaign be sent to more than one list:

  • Unsubscribes are managed by individual list, rather than at the account level.  So if you have more than one list, and a recipient unsubscribes from one list, it’s not recorded in any other list, so you can e-mail to an address of someone who already unsubscribed.
  • Because there’s no connectivity between lists, if a client changes their settings in one list, it won’t be recognized by any other instances of that e-mail address in other lists.
  • If you wish to send an e-mail to separate lists, you need to duplicate the e-mail over and over, sending one e-mail launch per mail list.  If there are duplicated addresses in your account, you will be sending the same campaign to these addresses.  One of our clients is doing this, and are getting complaints from clients.

 

We know this is confusing.  Send us a line with questions, or call 408 252-8664.

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E-MAILS WORKING FOR OUR CLIENTS

E-mail Campaign Design

There are many ways to approach e-mail campaign development and production. We’ve narrowed it down to three options to cover all our clients’ budgets and all the devices out there.

We also include enhancements to our e-mail campaign services that our competitors skip. We usually do all the graphics and copy writing. For each campaign, we also produce a web page version which our clients use as landing pages for online ads or social media posts. A week after launch, we provide a free report on the campaign’s success.

And finally, because we don’t like to just do a one-off campaign with a short lifespan of value, we add the web page version to our client’s site on a news archive page so all that work put into making the e-mail campaign continues to pay off as a boost to site search engine optimization and additional information for site visitors to enjoy. Here are a couple of news archive pages we maintain using our e-mail campaigns: http://www.gleimjewelers.com/gleim_jewelry_news.shtml and http://www.palacecafe.net/about-us-newsletter-archive.html.

Reporting shows that around 55% of all our clients’ e-mail campaigns are being viewed on smartphones. This is a higher percentage for retail businesses and a lower percentage for B2B and service businesses. Because of this, the non-responsive e-mail campaign designs we were doing just a few years ago were dropped – a business’ e-mail must be readable and actionable on a smartphone.

Here’s what is working for our clients right now:

Mobile-friendly campaigns render cleanly, but not responsively, on all devices from smartphone (landscape and portrait) to desktop computer. Mobile-friendly is a term we made up to go with the code we developed. These are the lowest priced options since they do not need complex responsive code or an e-mail campaign platform’s design interface.

They work well on all devices and on a smartphone do not require pinching or side-scrolling.

Here’s a mobile friendly e-mail campaign.

Mobile Friendly E-mail Campaign

Responsive e-mail campaigns render the same code/design on any device. For these, we use a template provided by an e-mail campaign service provider, but prevent them from looking “from a box” with custom graphics.

Different e-mail campaign providers vary in quality and services. We like Vertical Response the best for its same-time-zone customer support and list management features, which we find to be the most adaptable to split-list campaigns and the way our clients wish to manage lists. However we have been recently surprised and pleased with how Constant Contact has improved – no more phone-tree nightmares when calling for support and great reporting. Of the main providers, MailChimp is our least favorite as the list management is non-flexible and there’s no phone support.

Here’s a sample of one of our responsive e-mail campaigns, produced through Constant Contact.

Responsive E-mail Design

Custom, responsive e-mail campaigns require a lot of work. Two versions of each campaign are produced: a desktop version and a smartphone version. These are the best looking and performing types of e-mails as the design is specific to the device.

Our company campaigns are coded in this way.

Custom Responsive E-mail Design

We work closely with our clients to make sure we are providing the best fit for their needs, and their budgets.

Our e-mail campaign portfolio.