Segment the email list

Segment the email list in Mailchimp — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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We need to split our subscribers so the right message lands with each group this week. Create a…
We need to split our subscribers so the right message lands with each group this week. Create a segment of active customers who opened at least one email in the past 90 days and made a purchase in the last 12 months, and a second segment of inactive subscribers who haven’t opened anything in 180 days. Name them Active Buyers and Reactivation Targets. Double-check counts and tag each record with segment name before exporting.

Improve — make it easier to accept

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Before we send the next blast, make the segments work for conversion. Surface top three differences…
Before we send the next blast, make the segments work for conversion. Surface top three differences between Active Buyers and Reactivation Targets: average order value, last purchase date distribution, and preferred category. Flag any overlap where a contact appears in both segments and suggest a rule to resolve it. Recommend whether to exclude low-engagement contacts under 10% open rate.

Decide — diagnose the stuck moment

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I discovered duplicates: the same email appears in Customer List and Newsletter List with…

I just found two lists with the same people and different tags

I discovered duplicates: the same email appears in Customer List and Newsletter List with conflicting tags (VIP vs Prospect). I’m afraid we’ll send them contradictory messages and irritate VIPs. I don’t know which source of truth marketing should use. Which list should I treat as authoritative, how do I merge without losing purchase history, and what immediate rule prevents duplicate sends this week?

Become — change the pattern

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Every month I rebuild the same segments from scratch and we lose consistent targeting. I spend…

We repeatedly rebuild segments at the last minute

Every month I rebuild the same segments from scratch and we lose consistent targeting. I spend hours reconciling tags and counts before every campaign. Tell me one change to stop recreating segments, how to preserve purchase history and engagement metrics across lists, and a simple convention so the team avoids making conflicting tags.

Next to this one

Other email marketing work people do in Mailchimp.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.