Email Segmentation: The Strategy Guide That Drives 760% More Revenue
Learn email segmentation strategies that actually work. Practical implementation guide with examples, templates, and step-by-step instructions.
Emma Chen
Guest Contributor
Email segmentation is the difference between mass emails that get ignored and targeted messages that drive action. Segmented campaigns generate 760% more revenue than non-segmented—that's not a typo.
This guide shows you how to implement segmentation that works. Not just theory—practical strategies, specific segments to create, and step-by-step implementation.
Why Segmentation Drives Results
The data is overwhelming:
- 760% revenue increase from segmented campaigns
- 14.31% higher open rates than non-segmented
- 100.95% higher click rates
- Reduced unsubscribes from improved relevance
The principle is simple: relevant messages perform better. Segmentation creates relevance at scale.
Types of Email Segmentation
Demographic Segmentation
Segment by who people are:
| Attribute | Use Case |
|---|---|
| Location | Time-zone sends, local offers |
| Industry | Industry-specific content |
| Company size | Appropriate solutions |
| Job title | Role-relevant messaging |
| Age | Generational preferences |
Best for: Initial personalization, industry-specific content, B2B targeting.
Behavioral Segmentation
Segment by what people do:
| Behavior | Use Case |
|---|---|
| Email engagement | Re-engagement campaigns |
| Website activity | Relevant follow-ups |
| Purchase history | Cross-sell, loyalty |
| Product usage | Feature adoption |
| Content consumption | Interest-based content |
Best for: Highly relevant, timely messages. This is the highest-impact segmentation type.
Psychographic Segmentation
Segment by interests and preferences:
| Attribute | Use Case |
|---|---|
| Stated interests | Topic-specific content |
| Communication preferences | Frequency optimization |
| Values | Mission-aligned messaging |
| Goals | Outcome-focused content |
Best for: Deep personalization, content strategy.
Lifecycle Segmentation
Segment by relationship stage:
| Stage | Strategy |
|---|---|
| New subscribers | Welcome sequences |
| Engaged prospects | Conversion focus |
| New customers | Onboarding, adoption |
| Active customers | Retention, upsell |
| At-risk | Re-engagement |
| Churned | Win-back campaigns |
Best for: Appropriate messaging for each stage.
High-Impact Segments to Create
Segment 1: Engagement Level (Required)
This segment impacts everything—including deliverability.
Active (opened/clicked in last 30 days):
- Send your best content
- Higher frequency acceptable
- First to hear about offers
Engaged (opened in last 90 days):
- Regular content cadence
- Standard frequency
- Nurture toward active
Inactive (no engagement 90+ days):
- Re-engagement campaigns only
- Lower frequency
- Remove if no response
Segment 2: Customer Status (Required)
Prospects and customers need different messages.
Never purchased:
- Educational content
- Social proof
- First-purchase incentives
- Objection handling
One-time buyers:
- Thank you sequences
- Cross-sell recommendations
- Review requests
- Second purchase incentives
Repeat customers:
- Loyalty rewards
- Early access
- VIP treatment
- Referral requests
Segment 3: Product Interest
Based on browsing and engagement behavior.
How to identify:
- Pages visited on website
- Products viewed
- Categories browsed
- Content downloaded
- Links clicked in emails
How to use:
- Send relevant product recommendations
- Trigger browse abandonment emails
- Personalize content blocks
- Target offers appropriately
Segment 4: Customer Value
Treat high-value customers differently.
High-value (top 20% by revenue):
- VIP experiences
- Personal attention
- Exclusive offers
- Priority support
Medium-value (middle 60%):
- Upsell opportunities
- Loyalty building
- Standard promotions
Low-value (bottom 20%):
- Activation campaigns
- Value demonstration
- Basic nurturing
Segment 5: Source/Acquisition
How they found you matters.
| Source | Strategy |
|---|---|
| Organic search | Content-focused nurture |
| Paid ads | Faster path to conversion |
| Referral | Social proof, community |
| Lead magnet | Topic-specific follow-up |
| Event | Event follow-up sequence |
Implementing Segmentation: Step by Step
Step 1: Audit Your Data
Before building segments, understand what you have:
Data inventory:
- What do you know about subscribers?
- What can you track going forward?
- What integrations add data?
Common data sources:
- Email platform (engagement data)
- Website analytics (behavior)
- CRM (purchase, relationship)
- Product/app (usage)
- Surveys (preferences)
Step 2: Define Your Priority Segments
Start with 3-5 segments that matter most. Recommended starting point:
- Engagement level — Required for deliverability
- Customer vs. prospect — Fundamentally different needs
- One business-specific segment — Based on your model
Step 3: Create Segments in Your Platform
Most email platforms support:
- Tag-based segments — Manual or trigger-applied tags
- Behavior-based segments — Based on actions
- Dynamic segments — Auto-update based on criteria
With Brew, you can describe segments in plain English: "Subscribers who opened an email in the last 30 days but haven't purchased."
Step 4: Develop Segment-Specific Content
For each segment, define:
- Content themes (what topics)
- Sending frequency (how often)
- Offer types (what promotions)
- Tone/messaging (how to speak)
Step 5: Measure and Refine
Track performance by segment:
- Open rates by segment
- Click rates by segment
- Conversion rates by segment
- Revenue per email by segment
Identify underperforming segments and adjust strategy.
Segmentation Examples
E-commerce Segmentation
| Segment | Criteria | Strategy |
|---|---|---|
| Window shoppers | Browsed, no cart | Incentivize first action |
| Cart abandoners | Added, didn't buy | Recovery sequence |
| First buyers | 1 purchase | Thank you + cross-sell |
| Loyalists | 3+ purchases | VIP treatment |
| Lapsed | No purchase 60+ days | Win-back campaign |
| High AOV | Above average order | Premium offers |
SaaS Segmentation
| Segment | Criteria | Strategy |
|---|---|---|
| Trial users | In trial | Activation, feature education |
| Active users | Regular usage | Tips, upsell |
| Power users | Heavy usage | Advocacy, case studies |
| At-risk | Declining usage | Re-engagement, support |
| Churned | Cancelled | Win-back |
B2B Segmentation
| Segment | Criteria | Strategy |
|---|---|---|
| Cold leads | Downloaded content | Nurture sequence |
| Engaged leads | Multiple touches | Sales acceleration |
| Opportunities | In pipeline | Deal support |
| Customers | Closed | Onboarding, expansion |
| Champions | Advocates | Referral, testimonials |
See our B2B email marketing guide for more.
Common Segmentation Mistakes
1. Over-Segmentation
Too many segments = too much complexity = nothing gets done.
Fix: Start with 3-5 segments. Add more when you've mastered these.
2. Static Segments
Segments should update based on behavior.
Fix: Use dynamic segments that auto-update, or refresh tags regularly.
3. Ignoring Engagement
Engagement segmentation impacts deliverability for everyone.
Fix: Always segment by engagement first.
4. No Segment Strategy
Creating segments without content plans for each.
Fix: Every segment needs a defined approach.
5. Not Testing
Segment assumptions need validation.
Fix: Test segment hypotheses with A/B tests.
Segmentation Tools
Most email platforms support segmentation, but depth varies:
Basic segmentation: Mailchimp, MailerLite
Advanced segmentation: Klaviyo, ActiveCampaign
AI-powered segmentation: Brew—describe segments in natural language
Getting Started: Your First Segments
Week 1: Engagement Segments
Create three groups:
- Active (last 30 days)
- Engaged (31-90 days)
- Inactive (90+ days)
Start sending more frequently to active, less to inactive.
Week 2: Customer Segments
Separate:
- Never purchased
- Purchased once
- Purchased multiple times
Adjust messaging and offers for each.
Week 3: Add Business-Specific Segment
Based on your model:
- Product interest
- Industry/company size
- Acquisition source
- Plan/tier level
Week 4: Develop Segment Content Strategy
For each segment, document:
- What content they receive
- How often they receive it
- What offers are appropriate
- What tone to use
Ready to Segment Smarter?
Segmentation doesn't have to be complex. Start simple, measure results, and add sophistication as you learn.
Brew makes segmentation easy—describe your segments in plain language and create targeted emails for each in seconds.
Written by Emma Chen
Guest Contributor
Passionate about helping businesses grow through smarter email marketing.
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