Advanced Segmentation Playbooks

When to Use

• Planning campaigns requiring persona, lifecycle, or behavioral splits.
• Creating suppression logic to protect deliverability and compliance.
• Building engagement tiers for experimentation and reporting.

Framework

1. Lifecycle Grid – axis of lifecycle stage vs engagement level.
2. Data Integrity – confirm consent, field completeness, and recency.
3. Priority Scoring – route high-value segments to premium workflows.

Checklist

• ✅ Primary filter (persona, stage, product usage)
• ✅ Secondary filters (intent, region, business size)
• ✅ Suppress: unsubscribed, bounced, low engagement, legal blocks
• ✅ Personalization fields: {{first_name}}, {{company}}, dynamic modules

Templates