Email Marketing Bible

Email Marketing Bible, Chapter 4: Sort your people

Segmented campaigns make 780% more revenue than one-size-fits-all blasts. Lists versus tags versus segments, engagement tiers, RFM, waterfall priority, and scores that decay so they measure interest today.

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Cyril Nie

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12 mins read
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Sending the same email to everyone is the biggest mistake in email marketing. Segmented campaigns make 780% more revenue than one-size-fits-all blasts. Here is how to sort your people.

Lists, tags, and segments

  • Lists are big buckets. Keep one master list. Many lists means paying for the same person twice.

  • Tags are sticky notes on a person: “bought product A,” “VIP,” “came to the webinar.” Use tags to store facts.

  • Segments are smart groups built from rules: “everyone tagged VIP who clicked in the last 30 days.” They update themselves. Use segments to pick who gets each send.

Start with these four segments, even with a tiny list:

  1. New subscribers (joined in the last 30 days)

  2. Engaged (clicked in the last 30–60 days)

  3. Customers vs. not-yet-customers

  4. Lapsed (quiet for 90+ days)

Even just splitting “has bought” from “hasn’t bought” and sending each group different content will lift your results. A new subscriber needs your story. A recent buyer needs care tips and a matching product. Same brand, totally different emails.

Send by engagement level

This is the single easiest win in this book. Don’t send everything to everyone. Tier it:

  • Clicked in last 30 days: gets every campaign.

  • Clicked in last 60 days: gets most campaigns.

  • Clicked in last 90 days: gets only your best stuff.

  • Quiet for 90–180 days: gets a “we miss you” flow, not regular sends.

  • Quiet for 180+ days: one last try, then stop sending.

Send volume by engagement tier
Clicked <30 daysevery campaign
Clicked <60 daysmost campaigns
Clicked <90 daysyour best content only
Quiet 90–180 daysre-engagement flow, no campaigns
Quiet 180+ daysone last try, then stop

Brands that do this see 15–30% better open rates and 20–40% fewer spam complaints — and revenue stays flat or goes up, because inbox providers reward you with better placement. You send less and earn the same. Sending to people who ignore you actively hurts your delivery to people who love you.

The simple version of RFM

Some marketers score each customer three ways: how recently they bought, how often they buy, and how much they spend. Each one gets a score from 1 to 5. But you can get most of the value from one question: when did they last buy? Put people in four groups — last 30 days, 31–90 days, 91–180 days, and 180+ days. Send each group something different. Add the other two scores later, when you want more detail. Here is what the full version looks like:

Score (R-F-M)Who they areWhat to send
5-5-5ChampionsEarly access, exclusives, ask for referrals
5-1-1New customersOnboarding, show the range, build the habit
4-4-4Loyal customersMatching products, rewards, review requests
1-5-5At-risk championsWin back urgently. Your best people are slipping
1-1-1HibernatingOne last offer, then stop sending

The seven stages of a customer

Everyone on your list sits somewhere on this path. Match your emails to the stages, and they stay relevant on their own.

  1. Prospect — signed up, hasn’t bought.

  2. New customer — first purchase in the last 30 days.

  3. Active customer — bought more than once, within 90 days.

  4. VIP — buys often, spends a lot, or both.

  5. At-risk — used to be active, going quiet.

  6. Lapsed — nothing for 90–180 days.

  7. Churned — nothing for 180+ days.

Two more ways to split your list are worth having. Where people live — so you can send in their time zone and mention things nearby. And what they care about — saving money, or the planet, or looking good. You can’t guess that second one. Ask them, then save the answer (Chapter 3).

Waterfall segmentation: only one email wins

Once you have a few flows running, one person can match three of them on the same day. So they get three emails in a day. That is how you lose them. The fix: rank your sends, and let only the top one go out.

  1. Abandoned cart (most urgent, most time-sensitive)

  2. Post-purchase follow-up

  3. Browse abandonment

  4. Win-back

  5. Regular promo campaign (lowest priority)

One person qualifies for three sends today
1 Abandoned cartSends →2 Browse abandonmentheld back3 Weekly promoheld back

The other two are not cancelled. They can go out once the cart emails are done.

Say someone left a cart and matches this week’s promo. They get the cart email only. When the cart emails finish, they can get the next thing on the list. Most tools have no button for this, so you build it into the flow: before you add someone, check if they are already in a more important flow. If they are, leave them out.

Too much setup? Use the simple version: a daily cap. Nobody gets more than one automated email and one campaign per day, no matter how many flows they match. Sending too much is one of the fastest ways to ruin your results, and this one rule stops most of it.

Engagement scoring: points that fade

A segment answers yes or no. A score gives you a dial. Give every action points. Then take away about 10% of those points each week. So a click last week is still worth 90%. A click three months ago is worth almost nothing.

ActionPointsWhy
Replies to an email15The strongest signal a human wants you
Buys something10Money is the loudest kind of interest
Clicks a link5Real attention, and robots can’t fake it
Visits your site3Interest that didn’t start in the inbox
Opens an email1Weak — half of opens are robots
What one click is still worth, weeks later
100%now
90%1 wk
81%2 wk
66%4 wk
43%8 wk
28%12 wk

Fading points are the whole trick. Without them you measure the past, not real interest today.

Use the score for four things: how often you send (high scores get everything), what you send (high scores get offers, low scores get help), which flows someone can join, and when to stop (a score of zero means it is time to say goodbye). Losing points over time is the whole point. Someone who clicked five links six months ago and nothing since is not a fan, however big their total looks.

What changes past 100,000 people

Everything above still applies. It just matters more. Big lists get watched more closely, and mistakes grow faster.

  • Tiers stop being optional. Send every campaign to 100,000 people and you will burn your good name in weeks.

  • Actually say goodbye. After about 120 days of silence, move people into the win-back flow. Still nothing? Stop sending to them. Check every three months, delete once a year. 10% of a 100,000 list is 10,000 people you pay for who earn nothing and hurt your delivery.

  • Set the cap in the tool, not in your head. With a few people and product lines all sending, someone will get too much. Set a hard rule: one marketing email a day, four or five a week at most.

  • Send in a trickle, not a flood. Spread 100,000 emails over one or two hours. Inbox providers like it better, and you can catch a broken link before everyone sees it.

  • Don’t cut too thin. A 200-person group inside a 100,000 list is too small to matter. Split by clicks, by how recently people bought, and by how much they spend — not by age plus city plus gender.

  • Watch each inbox provider on its own. You can be fine at Gmail and slowed down at Yahoo. Google Postmaster Tools and Microsoft SNDS are both free.

Common questions

What is the difference between a list, a tag and a segment?

A list is a container of contacts, a tag is a static fact you attach to a contact, and a segment is a live query that recalculates as data changes. Most programs need one list, a small set of deliberate tags, and many segments.

What is RFM segmentation in email marketing?

RFM groups contacts by how recently they purchased, how often they purchase, and how much they spend. It requires no extra data collection and separates your best customers, your at-risk customers and your one-time buyers, each of which needs a different message.

How do you stop sending the same person too many emails?

Use waterfall segmentation: rank the day’s campaigns by priority, assign each contact to the highest-priority segment they qualify for, and exclude them from the rest. Each person receives one email instead of three.

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