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Core mechanics · module 5 of 8 · 7 min read

Lifecycle and segmentation

Who should get this, and when?

  • welcome sequence
  • engagement segments
  • sunsetting
  • re-engagement
  • cadence

Read first: Building a list you are allowed to mail

Sending everything to everyone is the most common cause of email decline, and it is invisible until it is a deliverability problem.

Why it damages you

Every send to someone uninterested produces a small negative signal — no open, no click, sometimes a complaint. Do it repeatedly and mailbox providers learn that your mail is ignored, which affects delivery to the people who do want it.

Segmentation is not a sophistication play. It is protection.

The welcome sequence

The highest-engagement moment you will ever have with a subscriber is immediately after they sign up. A welcome sequence uses it: confirm what they will get, deliver the thing promised, and give one clear next step.

It also serves a technical purpose — early positive engagement establishes reputation with that recipient's provider before you start regular sending.

Engagement segments

Segment by recency of engagement, not by demographics:

  • Active — opened or clicked recently. Send normally.
  • Lapsing — nothing in a couple of months. Reduce frequency, change approach.
  • Dormant — nothing in six months or more. Stop, or run one re-engagement attempt.

The precise windows depend on your cadence. The principle does not.

Sunsetting

Removing people who have not engaged for a long time. It feels like deleting an asset, and it improves results — your metrics rise because they were being dragged down, and your reputation improves because you stopped sending to people who ignore you.

The recycled-spam-trap risk makes it more than a hygiene preference. A long-dormant address may no longer belong to a person at all.

Run one clear re-engagement email — "do you still want these?" — then remove.

Frequency

There is no universal right answer; there is a promise you made at signup. Consistency beats optimisation, and a sudden increase in frequency is one of the most reliable ways to raise complaints.

Open rate is broken as a segmentation input

Apple Mail Privacy Protection pre-fetches images, marking messages as opened whether or not anyone looked. A meaningful share of your "opens" are fictional.

Consequence: segment on clicks, not opens, wherever the decision matters. Opens remain weakly useful in aggregate for trend, and useless for individual targeting.

What trips people up

  • Sending the whole list every time because the list is the number that gets reported.
  • Segmenting on opens post-MPP.
  • Never sunsetting, then wondering why Gmail placement fell.

You have got this when

You can say who you did not send the last campaign to, and why.

Go to the source

What has changed since

Stories from the briefs that touch this module.