Creating revenue-focused email tagging systems

If you’re sending the same email to everyone on your list… you’re leaving sales on the table. Here’s what I mean: → Someone who joined yesterday is not the same as someone who’s followed you for years → A loyal buyer shouldn’t be pitched the product they already own → And someone who’s never clicked anything won’t care about your latest offer But if everyone gets the same thing? → Buyers feel unseen → Beginners get overwhelmed → Advanced subscribers get bored → And the people who might be ready to buy miss the moment entirely That adds up fast - lower open rates, fewer clicks, missed revenue. So here are three ways to fix that. Nothing fancy. Just smart segmentation you can set up today: - 1. Ask what they need (on Day 1) Inside your welcome email, include this: "What’s your biggest challenge with [topic]? Reply with A, B, or C" → A = Beginner challenge → B = Mid-stage challenge → C = Advanced challenge Based on what they click, tag them. Now when you launch something, you can send messaging that actually speaks to where they’re at. - 2. Track what they do, not just what they say → If they click a pricing page but don’t buy - follow up with objection handling → If they always open Topic X - send more of it → If they never engage with Topic Y - stop sending it This works in any email platform with link tracking. - 3. Match your message to their stage → Never bought? Start with education + a clear next step → Bought once? Offer the next logical product → Bought multiple times? Focus on loyalty, referrals, community People at different points need different nudges. Treating them the same doesn’t make sense. - I get why most people skip this. It feels like another system to build. Another thing to manage. But it doesn’t need to be complicated. Simple tags, clear signals, and a system that actually speaks to people based on what they need is often all it takes. If you’d rather not figure it out on your own, just DM me “segmentation” and I’ll show you how we can build it properly. ✌️

"Email drives 35% of our revenue!" Really? Are you using Klaviyo's default attribution set to 5-day open, 5-day click? Are you hiding the 'welcome discount' in your welcome flow instead of showing it in your popup? Have you hopped into GA4, or Shopify Analytics, or Triple Whale and looked at last-click attribution? Here's the truth. Email attribution is rigged, and we need to end this naiveté before the tariffs crush whatever margins ecom businesses have left. Because if *think* you're already driving 35% revenue from email, the next obvious conclusion is to assume you've already done everything you can. "Let's optimize our flows for a sweeter consumer experience." You can, but hang on a minute. The truth is, your campaigns don't drive nearly as much, and that's where you'll probably see the biggest gains. Right now, all your campaigns 'look' like they're driving much higher revenue than they are thanks to measurement inflation. When you start handing out attribution for 'opens', every email that is opened starts claiming credit. But that doesn't mean it drove clicks or influenced revenue in any way. When you tighten the measurement to 1-day click, suddenly the view is so much clearer. You can see exactly which emails drive revenue, and which don't. And how do you break these emails down to a formula? By tagging and measuring across 3 dimensions: - Email Types - Products - ICPs You probably need to increase your email content diversity. Of course 'sale' emails drive revenue, but you need educational and authenticity driven campaigns that you can rely on too. Need inspiration? You'll find over 36 email types on emaildonut.com Also, not all products convert the same. When big revenue moments come around, you need to know exactly which products to feature to maximize your revenue. And how would you know which ones they are if you don't keep track of which products are featured in which emails? Finally, ICPs. Most email campaigns are diffused in focus. The best ones speak to ONE person. ONE ICP. You probably 5-6 that you can speak to, but 1 or 2 will drive disproportionately more revenue than the rest. Find 'em!!

Keeping track of leads is one thing. Knowing who’s who and what they need? That’s where auto-tagging makes a big difference. A smart CRM auto-tagging system helps you organize contacts, trigger workflows, and personalize outreach, without manual sorting. Here’s how to set it up: 🔹 Define your tags Start with what matters: Lead source, product interest, industry, behavior, deal stage. Keep it clear and consistent. 🔹 Set tag triggers Example: – Filled demo form → Tag: “Interested in Demo” – Clicked pricing link → Tag: “High Intent” – Opened 3+ emails → Tag: “Engaged Lead” 🔹 Use form responses to apply tags CRM forms can automatically apply tags based on answers. One click = instant categorization. 🔹 Add tags through email actions If a lead clicks, replies, or downloads something, automation can tag them accordingly—no extra effort needed. 🔹 Trigger workflows based on tags When someone gets a certain tag (e.g. “Hot Lead”), you can launch a follow-up sequence, assign a sales rep, or move them to a new stage. 🔹 Keep your tags clean Schedule regular checks. Archive unused tags, merge duplicates, and stay organized as your system grows. Auto-tagging isn’t just for sorting, it’s for smarter action. The right tags = the right message at the right time.