Intake and existing-data review
We review your opt-in path, current subscriber data, email platform, website setup, and the follow-up you already send.
Done-for-you segmentation service
Let’s get your new subscribers segmented.
We’ll plan, build, and launch a short survey that asks new subscribers who they are and what they need—then syncs their answers to your email platform so you can use them in your marketing.
Apply nowOne focused setup, built in your RightMessage account. No ongoing service contract.
How it works
We handle the setup from strategy through launch.
You complete a short intake and give us access to the relevant accounts. We take it from there, checking in only when we need a decision or approval.
- Step 1
Intake
We review your offer, opt-in path, existing subscriber data, website, email platform, and the follow-up the survey needs to inform.
- Step 2
Research and strategy
We turn the useful distinctions in your audience into a Who/Why matrix and decide which answers should affect the next step.
- Step 3
Build the survey
We shape the question flow, answer choices, and routing, then build the agreed survey and audience logic in RightMessage.
- Step 4
Integrate and launch
We place the survey on your website, connect supported ESP or CRM fields and tags, and test every agreed path and mapping.
- Step 5
Handoff
We walk your team through the finished setup so you know how the flow works, where the data lands, and what you own next.
What’s included
Everything included in the setup.
Audience and Who/Why matrix
We map the useful combinations of who is subscribing and why they joined, then decide which distinctions should shape follow-up.
Survey question flow
You get the agreed question order, answer choices, and routing logic for a focused post-opt-in survey.
RightMessage survey build
We implement the survey and its audience logic in your RightMessage account using the agreed flow.
Website placement
We place the survey at the agreed point in your existing opt-in or new-subscriber journey.
ESP/CRM field and tag sync
We connect agreed answers to supported fields or tags so your email automation can use the same subscriber context.
QA
We test the survey paths, website placement, audience rules, and agreed data mappings before handoff.
Recorded handoff
You get a walkthrough of what was built, where the data goes, and how your team can operate the finished setup.
When we’re done
A finished setup your team can keep using.
Know who just subscribed
Ask the questions that separate the people joining your list: who they are, what they want, and why they signed up.
Keep the answers useful
Store agreed answers in RightMessage and sync the corresponding fields or tags to your supported ESP or CRM.
Route a more relevant next step
Use what a subscriber told you to choose the follow-up, recommendation, or website experience that makes sense next.
Customer story
“The opportunity to gather quality data and feed it back so customers feel deeply seen and understood—that creates trust.”
Heidi WeinbergFashion design educator, Sew Heidi
Read the customer storyBefore you apply
Frequently asked questions.
What is the new-subscriber segmentation survey?+
It’s a focused survey shown at an agreed point after someone opts in or joins your list. The questions capture who the subscriber is and why they signed up, then RightMessage uses those answers to define audiences, route the next step, and update agreed data in your supported ESP or CRM.
What do I need to supply?+
You’ll supply access to the relevant RightMessage, website, and supported ESP or CRM setup, plus your current opt-in path, subscriber follow-up, audience knowledge, and any existing fields or tags we should review. We turn that starting material into the agreed strategy and build.
Where will the survey appear?+
We agree on a placement that fits your current signup journey, such as the post-opt-in experience or another new-subscriber touchpoint on your website. The service works with the journey you already have rather than redesigning your entire site.
Can the answers sync to my email platform or CRM?+
Yes, when your connected platform and RightMessage support the agreed field or tag mapping. We review the data you already keep, define where each useful answer should go, connect the mapping, and test it as part of the setup.
Who is this setup a good fit for?+
It’s a good fit when you already collect subscribers but don’t know enough about who joined or what they want. It’s especially useful when that missing context would improve your email follow-up, website messaging, recommendations, or routing. If you need a broad research program or a complete lifecycle rebuild, this focused setup isn’t the right scope.
What happens after the handoff?+
The survey, audience logic, placement, and agreed data connections remain in your accounts. The recorded handoff shows your team how the setup works and where the data lands so you can operate it, review what subscribers tell you, and decide what to change next.
Do I need a RightMessage account or subscription?+
Yes. An active RightMessage account and subscription are required to run the finished survey and are separate from the one-off service application. If you’re not yet using RightMessage, mention that when you apply so the required product setup can be confirmed with the service scope.
Does this include a full website or email-marketing rebuild?+
No. The service covers the agreed survey strategy, RightMessage build, website placement, supported data connection, QA, and handoff. A full website redesign, complete copywriting engagement, ongoing email production, and broader data migration are outside this setup.
Ready to start?
Build the survey that tells you who just joined.
Apply with your current opt-in path and email stack. We’ll review what you want to learn and confirm the scope for a focused RightMessage setup.
Apply now