Build the First Three Segments: An Engagement-Tier Scheme
Objective: Given a 12-row subscriber engagement export, build the lesson's three-segment engagement scheme (active/cold/lapsed) with real cutoffs and a send action for each.
You're the CRM analyst at Nykaa and the list has never been segmented; leadership wants the fastest-to-ship segmentation win before the next campaign.
Apply the lesson's engagement-tier framework to a real subscriber export and produce a segment assignment sheet plus the send action for each tier.
Before you start
What you'll need
Free path (everything below is enough to finish)
Free, no account friction, works from a plain CSV export
Paid upgrades (optional, faster/deeper)
Automates the day-count so subscribers move between tiers without manual re-export
No access? Google Sheets recalculated on a recurring schedule covers the exercise
The process
1 step
Step 01 of 01
The lesson defines three engagement tiers by days-since-last-open: active (0-90), cold (90-180), lapsed (180+), each with a distinct send action.
Given a 12-subscriber export with last-open dates, which subscribers fall into each of the three tiers, and what does each tier receive?
Procedure
- Calculate days-since-last-open for all 12 rows against today's date
- Bucket each row into active (0-90), cold (90-180), or lapsed (180+)
- Assign the send action per tier: full calendar, re-engagement sequence, or win-back then suppression
SEGMENT ASSIGNMENT (12 subscribers) ACTIVE (5): opened within 90 days -> full promotional calendar COLD (4): 90-180 days -> 3-email re-engagement sequence LAPSED (3): 180+ days -> win-back campaign, then suppress if no response
Healthy
All 12 rows land in exactly one tier with a matching send action, no subscriber left unassigned.
Unhealthy
Subscribers get bucketed by list join date instead of last-open date, or the tier boundaries don't match the 90/180-day cutoffs.
What this means
The scheme is only useful if the cutoffs are behavioral (last open), not static (join date).
So what do I do about it?
| Symptom | Action | Effort |
|---|---|---|
| Every subscriber gets the same weekly promotional email regardless of engagement | Ship the three-tier segment split before the next campaign send | 30 min |
Final deliverable
A segment-assignment sheet mapping all 12 subscribers to active/cold/lapsed with the correct send action per tier.
See a reference example
Casper Sleep engagement segments (excerpt) ACTIVE (opened 40 days ago): full calendar COLD (opened 142 days ago): re-engagement sequence LAPSED (opened 210 days ago): win-back, then suppress
Success criteria
You're done when you can:
- Correctly buckets all 12 rows using days-since-last-open, not join date
- Assigns the correct send action to each tier
- Flags at least one lapsed subscriber for suppression