Get Shouting Marketing Academy: Review Your Segments Monthly | GET SHOUTING

Review Your Segments Monthly

Most Segments are updated automatically, but their sizes shift every month: a five-minute check prevents stale messaging.

Segment sizes shift every month as customers buy, lapse, or churn. Five minutes with Analyze and Contacts → Segments prevents stale messaging.

Analytics segments view showing customer group sizes

Why It Matters

Segments that made sense last quarter may not fit today.

What to Do

  1. Check segment sizes; growing VIP bucket? shrinking at-risk?
  2. Read Analyze → Analysis Outliers & Risks for flagged segments.
  3. Review email open/click trends for recent segment sends.
  4. Adjust journey or broadcast targeting if a bucket changed.

Copy / Template You Can Steal

Monthly segment review (5 min):

[ ] Analyze → Analysis → Outliers & Risks + Action Items
[ ] Contacts → Segments: note size changes
[ ] Analyze → Email: open/click on recent sends
[ ] Adjust one journey or broadcast target

Do It in Get Shouting

  1. Analyze → Analysis → read Outliers & Risks + Action Items
  2. Contacts → Segments → check segment sizes
  3. Analyze → Email → open/click trends by recent sends

Keep in Mind

  • Growing VIP bucket? Consider a loyalty offer. Growing at-risk? Trigger win-back.
  • Analysis Action Items (Pro/Agency) flag segments worth attention first.

Related How-To Guides

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