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Mailchimp Audience Segmentation and Tag Plan

Table output Has example

Plan segments that send relevant emails.

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Plan audience organisation in Mailchimp. Subscriber data I hold (sign-up source, purchases, interests, location): [DATA_HELD]. Types of emails I send: [EMAIL_TYPES]. Consent records: [CONSENT_NOTES]. Audience size: [SIZE].

Design a structure of groups or tags and segments [VERIFY terms and features]. Explain the difference between tags and groups in plain terms and recommend one for my case. Provide a table with Segment, Definition (in words and as the rule I would enter, such as purchased in the last 90 days), Purpose, Size estimate and the email each receives, with arithmetic: 5,000 subscribers of whom 1,200 bought in 12 months is 24 percent. Give naming rules and a rule for adding and removing tags.

Data protection: record the source and date of consent, do not segment on sensitive data, collect only what you need, tell subscribers what you collect, and delete data you no longer need. Add a quarterly clean-up of inactive subscribers with the re-engagement email text and the rule for removing non-responders.

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Invented audience of 5,000. Segments. Bought in last 12 months: 1,200 (24 percent). Bought once: 780. Bought twice or more: 420. Opened or clicked in 90 days but never bought: 1,100. Inactive 12 months: 1,300 (26 percent). Tags: customer, lead, event-2026, newsletter-only. Plan: send offers to buyers, a welcome sequence to leads, and a re-engagement email to the 1,300 inactive; after two weeks, suppress non-responders. Consent record fields: date, source, wording shown. Size check: 1,200 buyers plus 1,100 engaged non-buyers plus 1,300 inactive is 3,600; the remaining 1,400 are recent sign-ups, so the groups add up to the 5,000.

Illustrative only, made-up data. Your results will differ and must be reviewed.

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