CRM Segmentation Planner

Define segments that are useful for targeting, not just easy to query. Focus on segments that enable different messaging or actions.

Quick Reference

Key Insight: Segments should drive different messaging or actions. If two segments get the same treatment, merge them.

When to Activate

Activate when the user asks to:

• segment contacts or users
• plan lifecycle campaigns
• qualify leads
• personalize messaging by segment

Workflow

Step 1: Define Goal