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Segment by engagement
Group contacts by what they do - opens, clicks, silence - to protect deliverability and lift conversions.
Engagement segmentation groups contacts by what they do - who opens, who clicks, who's gone quiet - rather than just who they are. It's one of the most powerful things you can do with your list, because it lets you send based on real behaviour.
Why it matters
Profile data answers "who is this person?" Engagement answers the more useful "how do they interact with us?" - and acting on that pays off in four ways:
- Better deliverability. Inbox providers watch engagement; keep sending to people who never open and your reputation (and inbox placement) drops. Focus on active contacts to protect it.
- Higher conversions. Someone who clicked your last three campaigns is far likelier to act than someone silent for six months. Aim your best offers at the engaged.
- Fewer unsubscribes and complaints. Over-mailing the disengaged is the fastest route to opt-outs. Dial frequency back for them, or run a win-back.
- Better-spent budget. Every send costs something; engagement segmentation puts that spend where people are paying attention.
The engagement signals you can segment on
| Criteria | What it means | Example |
|---|---|---|
| Opened a message | Opened a specific campaign, or any campaign in a window | Everyone who opened your last announcement |
| Did not open | Didn't open a campaign, or any in a window | People who missed an important update, for a re-send |
| Clicked a link | Clicked any link, or a specific one | High-intent contacts who clicked your pricing link |
| Did not click | Received but didn't click | Opened-but-didn't-click, for a different call to action |
| Engagement frequency | Number of opens or clicks over a period | Separate your most active from the occasionally engaged |
| Last engagement date | Date of their most recent open or click | Anyone quiet for 90+ days, for a win-back |
Build an engagement segment
- Select Audience, then Contacts.
- Choose your list.
- Select Create a segment.
- Name it something descriptive, like "Engaged - last 30 days" or "Inactive - 90+ days".
- Choose Email activity or Click activity as your condition.
- Set the time window (last 30 days, last 90 days, or a custom range), and whether it applies to a specific campaign or any campaign.
- Combine conditions with AND / OR to refine - for example, "opened any email in the last 30 days AND clicked at least one link".
- Check the matching count, then click Save and exit.
The segment updates dynamically as people's engagement changes.
Ways to use it
Reward your most engaged. A segment of people who opened and clicked a few times in the last 30 days is your group for early access, exclusive discounts, or a loyalty programme.
Win back the dormant. Build a segment of contacts with no engagement for 90+ days and run a focused win-back ("We miss you - here's 20% off"). If two or three attempts don't land, consider suppressing them to protect your deliverability.
Tune your frequency. Tier your audience - highly engaged can take your full calendar; moderately engaged get just the important sends; the inactive drop to monthly or a re-engagement flow.
Tips
- Start simple: just "engaged" and "disengaged", then expand.
- Layer engagement with profile data for precision ("highly engaged AND purchased in the last 60 days").
- Revisit your definitions quarterly - engagement shifts.
- Suppressing the chronically disengaged isn't losing audience; it's protecting everyone else's inbox placement.
Troubleshooting
Zero contacts - you need sent campaigns to generate data, tracking mustn't be blocked, and the date range has to cover active campaigns. Allow 24-48 hours.
Contacts not entering as expected - check your AND/OR logic, widen the time window, and confirm open and click tracking is on.
Open tracking looks off - privacy features can inflate opens and some clients block them entirely, so lean on click activity when accuracy matters.
For the simpler version, see Create segments.