Tagging your audience for segmentation

When do you collect that data from them? At sign-up?

I used to stalk and kept an excel sheet. We had less than 1000 members at that point and only about 30 or so joined every month. You had to buy the product to join the community, so it was manageable stalking.

Now it’s an option in onboarding. It’s not required, but most people add it in.

That’s my current strategy (the stalking). I’d like to make it more automated because I don’t have the time any more.

On the subject of stalking, I made a horrible mistake once, by actually using the word stalking when someone asked how I knew something about them. It didn’t go down well at all! It was entertaining for one of us though. :confused:


Update on this. I’ve hacked together a solution using the Staff Notes plugin for Discourse. Ping @ale_fattorini

Here are the steps for tagging and searching for “Discourse”

Step 1: Add Staff Note

Step 2: Query data

Use the data explorer to query the Staff Notes data

Here is that query:

WITH psr AS (
 SELECT regexp_matches(plugin_store_rows.key, '[0-9]+') AS psr_key_value
   , plugin_store_rows.plugin_name AS psr_plugin_name
   , plugin_store_rows.value AS psr_value
 FROM plugin_store_rows
SELECT users.id 
 , users.username
 , users.email
FROM users 
JOIN psr
 users.id = CAST (array_to_string(psr.psr_key_value, '') AS int)
  psr.psr_plugin_name LIKE 'staff_notes'
  psr.psr_value LIKE '%Discourse%'

Step 3: Download results

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Wow it seems workable :slight_smile: thank you for your explanation, it’s very clear to me. Data axplorer is within my plugins list while Staff notes not yet, I’m trying to sort it out.

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Plugins activated, it works like a charm!
Export to CSV is extremely useful for an automatic message by mailchimp as well :slight_smile:

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Just a question, do you have figure out how to list tags used yet? :slight_smile:
Are you saving them separately?

Do you mean do I keep a seperate list so that I know what the options are?
No – I just make the tags intuitive.
You can pull the entire list from that query though, by using a wildcard, if you need it.

The work that @edfryed and @Mary_Green were doing here was really impressive at inbound.

I don’t quite know how, but I’d love to figure this out and set aside some budget to develop something if Discourse doesn’t make it happen.

Looking at Mary Green’s re-engagement message I featured the other day, that was a really powerful message. So being able to set something like that up would be an incredible way of boosting activity and getting more useful information out there.

Very open to ideas to fund here.

@richard_millington @HAWK We use HubSpot on the backend (we kinda have to given we’re funded by them, but it’s actually alright hehe!) - but you can use any good email tool. I’d look seriously at Intercom.io

The segments you can create are all from data in our database which we just sync across. We can also look at

But the technology isn’t really the hard or interesting part. The messaging is.

Once you get to sending personal, contextual emails on a larger scale you can start to optimise the messaging based on the topic, the type of person (are they a regular contributor? Are they a C-suite employee? What timezone are they in?) and the question you want them to answer.

@Bas_van_Leeuwen has already developed a tagging system on his analytics, it looks handy to put and pull data

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The only bit that isn’t happening is the automated creation and sending of the emails, which would be cool.

Thats a good idea! Though currently we don’t offer the results as an exportable CSV, probablly should add that :slight_smile:

Does this mean I could send an email to everyone that has participated in platform discussions tomorrow?

I’m curious about the technical side of this. What would be involved in setting it up on discourse.

Do we have to manually tag everyone? What do you do @edfryed ?

Yes, although you’d have to manually send the email. (ie you can pull the data in a csv and import into Mailchimp)

We would have to here, yes. I think Ed uses Hubspot to manage segmentation. We could potentially commission something that talks to something else (like Intercom).

Intercom.io would be a strong fit for this, especially with event-triggered segments. “Show me everyone who’s signed up but not filled out their profile completely” --> trigger email workflows to them etc.

It’d be interesting to have a chat with Jeff at Discourse re: creating segments and syncing them with marketing automation tools. It’s a game changer.

@richard_millington We take everything from our database and put it into HubSpot. We’ve a lot of data on our members that builds out over time. And it’s automated, so we’re not manually tagging. The manual bit comes in the construction and assembly of the different lists from different contact properties. Skills, location, timezone etc.

Hmm, this is really interesting.

Do any platforms have this as a native feature?

@cocastro, @jpaul, @joecothrel, @rhogroupee, @mlowryvt, @tashinacombs and co?

Yes this idea of identifying members by customer type or segment is
something that can be done with Salesforce Community Cloud. And we can also
create journeys within the community to track their activity and 'nudge’
them when appropriate. And with this comes a complete reporting/analytics
capability to monitor/measure all the associated data.

The built-in email workflows will be ready later this year. Today, we offer contextual content and on-screen calls-to-action based on member information and behavorial data (or any combination of data).

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At Higher Logic our baseline automation rules feature allows you to segment out users by just about anything we have in our system and even other systems—profile demographics, location, behavior, community membership, etc. So, for example, if you wanted to create an email campaign for every member in California who participated in discussions within the past 90 days, who has listed an interest in User Experience Design and renewal is up this month, you could set one up that intelligently prompts actions by just those people and stops sending prompts when the desired actions are taken. Basically, if we can capture the data, we can most likely create an automation rule to target it.

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