36 lines
1.5 KiB
Markdown
36 lines
1.5 KiB
Markdown
---
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name: segmentation
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description: Use when designing filters, suppression logic, and personalization cohorts
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for campaigns or automations.
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---
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# Advanced Segmentation Playbooks
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## When to Use
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- Planning campaigns requiring persona, lifecycle, or behavioral splits.
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- Creating suppression logic to protect deliverability and compliance.
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- Building engagement tiers for experimentation and reporting.
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## Framework
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1. **Lifecycle Grid** – axis of lifecycle stage vs engagement level.
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2. **Data Integrity** – confirm consent, field completeness, and recency.
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3. **Priority Scoring** – route high-value segments to premium workflows.
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## Checklist
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- ✅ Primary filter (persona, stage, product usage)
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- ✅ Secondary filters (intent, region, business size)
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- ✅ Suppress: unsubscribed, bounced, low engagement, legal blocks
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- ✅ Personalization fields: {{first_name}}, {{company}}, dynamic modules
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## Templates
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- **Segmentation Matrix**: See `assets/segmentation_matrix.md` for tier definitions and logic examples.
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- **Launch Tiering** – VIP, Prospects, Dormant with separate cadence and pacing table.
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- **Signal-Driven** – product milestones trigger micro-segments; includes trigger → audience matrix.
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- **Compliance Safe** – CASL/GDPR consent matrix + suppression filters by region.
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## Tips
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- Keep segment definitions in a shared schema doc for consistency.
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- Use dashboards to monitor size changes week over week.
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- Pair segmentation with A/B testing to validate hypotheses.
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