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Email Marketing features?

Chris Oliver
I'd love to make it easy to sync customers to your email marketing platform (like ConvertKit, Drip, Mailchimp, Intercom).

Some questions for you:
  1. What service do you use (if none, what would you like to)? (I'm assuming you'll only want to sync to one, but let me know if you think multiple should be supported)
  2. I assume we'll subscribe users to a specific list, form, or tag and you'll specify this in the Jumpstart admin. Does that sound right?
  3. Would you like automatic syncing of name and email changes? (Probably more of a nice to have than a requirement)
  4. Most likely we will implement this with a checkbox on sign up that says "Also send me newsletter updates" or something like that. Do you have any other ways you would like to see this work?
Dan Weaver
  1. We use Intercom and Mailchimp for our large app and Gist for a smaller project. Intercom doesn't have email marketing features as such, we use it for support. Gist combines everything in one app. Great for starting out. They also have a full-featured API.
  2. Depends on the app. For Intercom and Gist you simply add a user via the API. For something like Mailchimp you must specify which Audience to add them to.
  3. Syncing of name and email is a must in my opinion. If someone updates their email in your app and you continue to send emails to their old address it's not a good look.
  4. Checkbox on signup is good for email marketing but not required for chat/support.


I think you're conflating two different use cases here. One is chat/support and the other is email marketing. I would always want new users added to my chat/support software but indeed they would need to give permission to be added to any email marketing app. Intercom and Mailchimp, for instance, are really very different apps.
Chris Oliver
A lot of people are using Intercom for sending out product updates in a newsletter format, so I consider that marketing. Anything that you're using to send monthly product updates and newsletter things.

You can definitely use it for support, but it's also heavily used for sales and customer engagement which is why I grouped it in here. https://www.intercom.com/customer-engagement
John Chambers
Thanks . I had never heard of getgist.com .... I was contemplating signing up to intercom for a new project but this is far cheaper and looks like it has all the features I need!
Willard Moore
Most of the people I work with are only familiar with mailchimp.

It would be useful for mailchimp to sync all users and to be aware if they are a current subscriber. They will be added to a welcome campaign on sign up. If they cancel their monthly subscription some people may want to add them to a new retention/feedback campaign. 

It could also be useful to sync whether they are logging in, to trigger an email if they have not been active in a while. 
Steven Wagner
We use Klaviyo, although it says its its for e-commerce they have a rails gem and it allows some better workflows than Drip (we used before). 

We make our Drips part of the new user series so they get either 3, 7 or 13 (weekly) email series that goes through some features and customer's success using the app. So we don't make it "marketing" or "opt-in." if Email is added it would be great to allow the admin to set up the drips/email with an option vs by default. 
Ugurcan Kaya
Intercom becomes super expensive after a while so I find old good Mailchimp easier to use. As long as there is simple email sync with the ability to tag users, that's more than enough. Intercom integration is easy to build though. You can probably finish it within a couple of hours.

I would not use a checkbox during sign up but have a notifications section under user settings. There you can have settings for different types of emails, perhaps two options can be provided in jumpstart, billing notifications & product updates.

 Updates setting can be linked to the mail service. All notification settings should be "true" by default.

Matt Bjornson
I have added my convertkit API keys per the instructions.... What out of the box behavior does this unlock? I see two potential areas of interest: 1) on the 'marketing page', have an opt-in that would most likely people who are not yet customers that you'd want to market to, and 2) for customers, you'd want to keep them engaged with the product so they do not churn out. How could we approach these two problems? 

For #1, we could probably use a sign up widget from the email marketing tool? For #2, is there some way for us to pass any additional attributes to the email providers to designate that they are a customer and not a 'lead'?
Chris Oliver
 

1. You could just drop in a Convertkit form for that.
2. Enabling Convertkit in Jumpstart will install the convertkit-ruby gem and configure it so you can add users to the forms/tags/etc that you want anytime in the app. See the integrations docs on how to use it: https://jumpstartrails.com/docs/integrations
Matt Bjornson
Thanks  !
Chris Oliver
I'd love to make it easy to sync customers to your email marketing platform (like ConvertKit, Drip, Mailchimp, Intercom).

Some questions for you:
  1. What service do you use (if none, what would you like to)? (I'm assuming you'll only want to sync to one, but let me know if you think multiple should be supported)
  2. I assume we'll subscribe users to a specific list, form, or tag and you'll specify this in the Jumpstart admin. Does that sound right?
  3. Would you like automatic syncing of name and email changes? (Probably more of a nice to have than a requirement)
  4. Most likely we will implement this with a checkbox on sign up that says "Also send me newsletter updates" or something like that. Do you have any other ways you would like to see this work?
Dan Weaver
  1. We use Intercom and Mailchimp for our large app and Gist for a smaller project. Intercom doesn't have email marketing features as such, we use it for support. Gist combines everything in one app. Great for starting out. They also have a full-featured API.
  2. Depends on the app. For Intercom and Gist you simply add a user via the API. For something like Mailchimp you must specify which Audience to add them to.
  3. Syncing of name and email is a must in my opinion. If someone updates their email in your app and you continue to send emails to their old address it's not a good look.
  4. Checkbox on signup is good for email marketing but not required for chat/support.


I think you're conflating two different use cases here. One is chat/support and the other is email marketing. I would always want new users added to my chat/support software but indeed they would need to give permission to be added to any email marketing app. Intercom and Mailchimp, for instance, are really very different apps.
Chris Oliver
A lot of people are using Intercom for sending out product updates in a newsletter format, so I consider that marketing. Anything that you're using to send monthly product updates and newsletter things.

You can definitely use it for support, but it's also heavily used for sales and customer engagement which is why I grouped it in here. https://www.intercom.com/customer-engagement
John Chambers
Thanks . I had never heard of getgist.com .... I was contemplating signing up to intercom for a new project but this is far cheaper and looks like it has all the features I need!
Willard Moore
Most of the people I work with are only familiar with mailchimp.

It would be useful for mailchimp to sync all users and to be aware if they are a current subscriber. They will be added to a welcome campaign on sign up. If they cancel their monthly subscription some people may want to add them to a new retention/feedback campaign. 

It could also be useful to sync whether they are logging in, to trigger an email if they have not been active in a while. 
Steven Wagner
We use Klaviyo, although it says its its for e-commerce they have a rails gem and it allows some better workflows than Drip (we used before). 

We make our Drips part of the new user series so they get either 3, 7 or 13 (weekly) email series that goes through some features and customer's success using the app. So we don't make it "marketing" or "opt-in." if Email is added it would be great to allow the admin to set up the drips/email with an option vs by default. 
Ugurcan Kaya
Intercom becomes super expensive after a while so I find old good Mailchimp easier to use. As long as there is simple email sync with the ability to tag users, that's more than enough. Intercom integration is easy to build though. You can probably finish it within a couple of hours.

I would not use a checkbox during sign up but have a notifications section under user settings. There you can have settings for different types of emails, perhaps two options can be provided in jumpstart, billing notifications & product updates.

 Updates setting can be linked to the mail service. All notification settings should be "true" by default.

Matt Bjornson
I have added my convertkit API keys per the instructions.... What out of the box behavior does this unlock? I see two potential areas of interest: 1) on the 'marketing page', have an opt-in that would most likely people who are not yet customers that you'd want to market to, and 2) for customers, you'd want to keep them engaged with the product so they do not churn out. How could we approach these two problems? 

For #1, we could probably use a sign up widget from the email marketing tool? For #2, is there some way for us to pass any additional attributes to the email providers to designate that they are a customer and not a 'lead'?
Chris Oliver
 

1. You could just drop in a Convertkit form for that.
2. Enabling Convertkit in Jumpstart will install the convertkit-ruby gem and configure it so you can add users to the forms/tags/etc that you want anytime in the app. See the integrations docs on how to use it: https://jumpstartrails.com/docs/integrations
Matt Bjornson
Thanks  !
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