You will build three working segments in your email tool and plan one send for each.
Segments are easy to plan on paper and easy to forget inside the tool. Many people sketch three neat groups, open their email tool, find the segment builder full of options, build something that half works, and go back to sending everything to everyone. This exercise turns the plan from lesson 6.1 into three saved segments that update themselves, then gives each one a job for the next month.
You need the three segments you listed in lesson 6.1, the tags and fields you set up in lesson 6.2, and about thirty minutes.
Open the segment or audience builder in your email tool. For each of your three segments, enter the rule you wrote in lesson 6.1 as conditions the tool understands.
Most rules translate directly. "Customers" becomes contacts who have the status: customer tag, or a purchase recorded through your shop integration. "Interested in weddings" becomes contacts with the interest: weddings tag. "Quiet" becomes contacts with no clicks in your chosen window, the one you set in lesson 3.4. Where a rule needs two conditions, check whether the tool should match all of them or any of them, since that setting changes the result completely.
Save each segment with a name that follows your naming scheme from lesson 6.2, so it is clear a year from now. "Customers, any purchase" is better than "Seg 1".
If a rule cannot be built because the data does not exist yet, note it. That tells you which tag or field to start collecting.
Every saved segment shows how many contacts it contains. Write the number down.
Then ask whether the size makes sense. A segment that is much bigger or smaller than you expected usually means a condition is wrong: "any" where you meant "all", or a tag that was applied to the wrong people during an import. Open the segment and look at a few contacts to check they belong.
Also ask whether the segment is worth a separate email yet. A segment with very few people may not justify writing something different for it this month. That is fine. Keep it saved, because it will grow, and use conditional blocks from lesson 6.3 to give those few people a different paragraph inside your regular email in the meantime.
For each segment, write one line saying what it will get differently over the next month. It might be a separate email, a different block inside the newsletter, or entry into an automation you will build in module 7.
The plan should be specific enough to act on. "Send relevant content" is not a plan. "Send the post-collection care guide and a review request one week after their next order" is.
Finally, make sure every marketing email includes a link to your preference page, usually in the footer next to the unsubscribe link. Most tools add it through a footer setting or a merge tag. Word it plainly, such as "Choose which emails you get". This lets subscribers sort themselves into your interest segments, and gives someone who is getting too much email a choice short of unsubscribing.
Test the link with your own address. Change a preference, then check that the matching tag or field updated on your contact record.
As a worked example, Mei Ling built her three segments in one sitting, using example figures from her list. "Customers, any purchase" came from her shop integration and held 96 contacts. "Non-customers" was every consented subscriber without that purchase, which held 84. "Interest: weddings and events" came from the click tag and preference page and held 14.
The first two added up to her 180 consented contacts, which confirmed the rules covered everyone with no overlap. The wedding segment was small, so instead of a separate email she gave those 14 a conditional block in her next newsletter featuring two recent wedding cakes.
Her one-month plan read: customers get a "your last order" reorder link in the newsletter; non-customers get a short series of three recent cakes with prices; the wedding segment gets the conditional block, and a separate email once it reaches a size worth writing for.
You have three saved segments in your tool, each named by your scheme, each with its size recorded and checked, a one-line plan for what each receives next, and a working preference link in your email footer. Build your three now. The activity below asks you to record each segment's size and its one-line plan.
Build three saved segments in your tool, record the size of each, and write a one-line plan for the email each will receive next.
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