How to segment subscribers and use custom fields effectively

Email & Newsletters

A practical guide to using subscriber data and custom fields to create meaningful segments in email campaigns.

Who is this for?

Email marketers and teams managing subscriber data in marketing campaigns.

Before you start

Access to an email marketing platform with segmentation and custom fields, data hygiene, and privacy governance.

General Process (How it works)

  1. Audit existing subscriber data and identify usable custom fields
  2. Define segmentation goals and core segments
  3. Map fields to segments and create automated rules for assignment
  4. Design targeted content and flows for each segment
  5. Test with small cohorts and measure KPIs
  6. Document data definitions and governance
  7. Review results and scale
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