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Tags: Think of these as “sticky notes” on a user profile. (e.g., Tag: “Bought: Shoes”, Tag: “Clicked: Spring Sale”). These are static data points.
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Segments: These are dynamic groups based on logic.
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Example: A segment defined as “Active Buyers” includes anyone with [Tag: “Bought”] AND [Opened email in last 30 days].
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Why it matters: Segments update automatically. If a user stops opening emails, they automatically fall out of the “Active” segment.
The 3 Pillars of Segmentation
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Demographic: Who they are (Age, Location, Job Title). Good for: Local events or B2B targeting.
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Psychographic: What they like (Interests, Values). Good for: Content relevance.
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Behavioral: What they do (Clicked link, Abandoned cart, Purchased X). Good for: High-conversion sales emails. (Most Important).