segmentation
Use when designing filters, suppression logic, and personalization cohorts for campaigns or automations.
When & Why to Use This Skill
This Claude skill provides a comprehensive framework for advanced audience segmentation and marketing automation logic. It helps users design sophisticated filters, suppression rules, and personalization cohorts to optimize campaign performance, ensure regulatory compliance, and improve email deliverability through data-driven lifecycle management.
Use Cases
- Campaign Targeting & Personalization: Designing persona-based filters and dynamic cohorts to deliver tailored content across different lifecycle stages.
- Deliverability & Compliance Management: Implementing suppression logic to exclude bounced, unsubscribed, or low-engagement contacts, ensuring adherence to GDPR and CASL regulations.
- Behavioral Triggering: Creating signal-driven micro-segments based on product milestones and user intent to trigger automated, high-relevance workflows.
- Engagement Tiering & Reporting: Building engagement-based tiers to prioritize high-value segments for premium workflows and monitoring audience health via segmentation matrices.
| name | segmentation |
|---|---|
| description | Use when designing filters, suppression logic, and personalization cohorts |
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
- Lifecycle Grid – axis of lifecycle stage vs engagement level.
- Data Integrity – confirm consent, field completeness, and recency.
- 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.mdfor 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.