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Zhongwei Li
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---
name: segmentation
description: Use when designing filters, suppression logic, and personalization cohorts
for campaigns or automations.
---
# 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
- **Segmentation Matrix**: See `assets/segmentation_matrix.md` for tier definitions and logic examples.
- **Launch Tiering** VIP, Prospects, Dormant with separate cadence and pacing table.
- **Signal-Driven** product milestones trigger micro-segments; includes trigger → audience matrix.
- **Compliance Safe** CASL/GDPR consent matrix + suppression filters by region.
## Tips
- Keep segment definitions in a shared schema doc for consistency.
- Use dashboards to monitor size changes week over week.
- Pair segmentation with A/B testing to validate hypotheses.