Analysis + Proposed Strategy

Email List
Segmentation

Pulled directly from the Mailchimp API and the three ERP customer exports Patrick sent (Pacesetter, Professional, Waste Water), plus the Leadership / Sales / Purchasing segmentation Matt Boehm started building. This is the current state and our recommendation for getting to a real, ongoing segmentation process.

48,210
Total Mailchimp Subscribers
9
Mailchimp Audiences
1,948
Unique Emails in Master Contacts
845
Still Unassigned to a Rep

Mailchimp Audiences Today

AudienceMembersAvg OpenAvg Click
K-Rain Newsletter17,69116.5%0.7%
Sana Store Customer Information5,14024.5%0.9%
K-Rain Distributors2,30220.5%2.9%
Premier Contractor1,79024.2%1.2%
International Distributors18640.1%4.9%
PRO LC Users4952.9%1.5%
South Africa5118.2%1.2%
Direct & Outside Sales3778.1%9.6%
K-Rain Facebook Fan Email Addresses10.0%0.0%

The Premier Contractor list (1,790 members) is the most directly relevant to the new Meta lead gen push, since it is already a warm audience for that exact program.

ERP Lists (Not Yet in Mailchimp)

Pacesetter
191
unique emails / 1,326 customer rows
Professional
241
unique emails / 559 customer rows
Waste Water
65
unique emails / 160 customer rows

Sourced from Customer Service / the ERP directly, per Patrick, so these should be more reliable than what is currently in Mailchimp. The Pacesetter list is the same tagging category that caused the July 1 pricing email to miss customers, which confirms this data is worth reconciling against Mailchimp first.

Master Contacts: Role Segmentation

Sales: 757Leadership: 96Purchasing: 43Unassigned: 845

Matt Boehm (Director of Sales) has this segmented into Leadership, Purchasing, and Sales so pricing/margin messaging can stay restricted to Leadership and Purchasing. The 845 unassigned contacts are what Patrick wants a Teams session on, to route each to the right sales rep.

Proposed Path Forward

  1. 1. Reconcile the three ERP lists against Mailchimp to find genuinely net-new contacts, since these came straight from Customer Service and are more reliable than the current Mailchimp state.
  2. 2. Mirror the Leadership / Sales / Purchasing tags from the Master Contacts workbook into Mailchimp as actual segment tags, so campaigns can target one group without leaking to the others.
  3. 3. Resolve the 845 unassigned contacts with Patrick and the sales team in a working session, then push those rep assignments back into Mailchimp.
  4. 4. Run remaining gaps (missing job titles/regions) through Apollo to fill in role and territory data where LinkedIn presence allows.
  5. 5. Reconfirm unsubscribed vs. subscribed status across the full list before any future pricing blast, so the July 1 miss does not repeat.