Marketing Automation

Segmentation

Dividing your contact list into groups based on shared attributes or behavior so messaging can be tailored to each.

Definition

Segmentation is the practice of grouping contacts by criteria — demographics, firmographics, lifecycle stage, source, recent activity, purchase history, or any custom field. Segments can be static (a fixed list) or dynamic (auto-updating as contacts meet or leave criteria). Marketers use segments to send relevant content, run A/B tests against specific cohorts, and exclude people who shouldn't receive a given message. Good segmentation lifts open, click, and reply rates.

Example

A coach builds a dynamic segment of "contacts who joined in the last 30 days AND haven't attended an onboarding call" and triggers a tailored WhatsApp nudge for that segment only.

How it relates to WellPlan

WellPlan supports dynamic smart-lists built from any contact field, tag, or activity, and you can target workflows or broadcasts to those segments. See the features overview.