Hey Segs,

The two most relevant lessons should be http://www.musicmarketingmanif.....bers/3-12/

and

http://www.musicmarketingmanif.....bers/3-17/

The process for adding the follow up email to deliver a purchase is exactly the same as the process of delivering a free download. For that reason I don't show you the exact steps in MMM. I just tell you in one of the lessons to do the exact same thing. One additional detail that I do mention however, is to create a customer list and to create an automation rule so that anytime someone is added to the customer list they are automatically removed from the general list.

Yeah, you can use the same basic idea. I would just change things a bit so it;s unique to you, and the circumstances of the purchase.

Hi Segs,

Steve here.  Yes, everything you have outlined above is correct.

Let us know how you make out.

Hi Seggs,

You might be complicating it, but you've got the automation of prospects to customers right.  I'm inclined to think that you'd still want to separate people who bought product A from product B.

You can merge the lists (like you've suggested), but there's no point if you don't have any automated follow-up, for the point of specifically trying to sell something completely new and unique to both types of customers.  You can reach both lists with Broadcast email easy enough, that they don't need to be merged under one customer umbrella list. 

Keep in mind you still want each type of customer to buy the product they have not yet bought, so you wouldn't market to these folks the same way, unless under a Broadcast type email (news update), which again doesn't require a merging of the lists.  You can include both lists as recipients before sending.

I view it like this:

1) One general subscriber list.

2) One regular product customer list (general list needs a rule to remove subscribers, when subscribed to this list).

3) One upsell subscriber list (both general and regular customer lists need a rule to remove subscribers, when subscribed to this list).
This list should also deliver both the regular order, plus the upsell order, just in case the new customer only confirms this list).

This way people are separated by what they have or have not purchased.  In the above example, you'd still might consider having a short follow-up, to eventually offer the people who did not buy the upsell (regular customer list), a chance to get that product again (only not at the original discounted deal that was part of the one-time upsell offer.  Maybe a few bucks more).

If they do, then you can move them to the upsell customer list, as being someone who now owns both products. 

Only at this point would I consider a third customer list, just so that you could have a clean product delivery of only the upsell product (from the full price offer, not the actual upsell offer of the product).  Then you could merge this list with the actual list of people who own everything.

I know that might now sound even more complicated, but it includes what you are trying to do in a more clean and concise way, while allowing you to properly sort people by what they have or have not purchased, and to make sure they get those products in a clean way.

Let me know if any of that isn't clicking or needs better clarification.

Hey Segge,

I seemed to have missed the notifications on this conversation as well. Not sure what happened there. But Steve has got you covered. I agree with everything he said. Just didn't want you to think I was ignoring the thread. Cheers.