Segmentation Playbooks

These playbooks are designed to help you get started putting Raleon's AI Segmentation into action to improve your marketing programs.

Each section shows how to upgrade a basic marketing flow into targeted campaigns using Segments and Signal combinations on Raleon.

Follow these templates to identify your highest-value opportunities and deploy more effective customer messaging.

First Purchase to Second Purchase Pipeline

Current: Basic time-based follow-up

Segments to try:

  • One Time Buyer + On-Site Engagement (catch browsers)
  • One Time Buyer + Promotion Responsive (for strategic discounting)
  • One Time Buyer + Next Purchase Ready (highest intent group)

Loyalty Building Flow

Current: Basic spend-based tiers
Segments to try:

  • On-Site Engagement + Promotion Responsive (engagement nurturing)
  • Next Purchase Ready + Discount Dependent (strategic offers)
  • On-Site Engagement + Replenishment Ready (timely reminders)

Subscription Growth Program

Current: Basic post-purchase subscription offer after a period of time
Segments to try:

  • Replenishment Ready (perfect subscription candidates)
  • Subscription Upsell (they would normally replenish, so they are probably open to a subscription)
  • Subscription Upsell + Promo Responders (will likely respond to a promotion)
  • Subscription History + Return Risk (satisfaction focus)
  • Had Subscription + Replenishment Ready (churned subscribers that may still be buying)

Strategic Discount Campaign

Current: Blanket promotional emails
Segments to try:

  • Promotion Responsive + On-Site Engagement (high intent)
  • Discount Dependent + Next Purchase Ready (conversion focus)
  • Loyal Winback Ready + Discount Dependent (strategic reactivation)

Replenishment Reminder & Growth

Current: Fixed time-based reminders
Segments to try:

  • Replenishment Ready + On-Site Engagement (browsing but haven't repurchased)
  • Replenishment Ready + Discount Dependent (price-sensitive replenishers)
  • Replenishment Ready + Subscription History (subscription conversion opportunity)

New Customer Nurture

Current: Time-based welcome series
Segments to try:

  • New Customer + On-Site Engagement (browse pattern nurture)
  • New Customer + Promotion Responsive (strategic first purchase)
  • New Customer + Return Risk (proactive satisfaction focus)

VIP Recovery Program

Current: Basic reactivation email
Segments to try:

  • Loyal Winback Ready + Discount Dependent (May need a heavy discount to get back in)
  • Loyal Winback Ready + Returner (May have had customer sat issue)
  • Loyal Winback Ready + On-Site Engagement

Strategic Full-Price Purchaser Nurture

Current: Regular engagement blasts
Segments to try:

  • On-Site Engagement + Low Discount Dependent Score
  • Next Purchase Ready + Low Discount Dependent Score
  • Loyal Winback Ready + Low Discount Dependent Score

At-Risk Customer Recovery

Current: Basic win-back email
Segments to try:

  • Return Risk + At Risk Customer + On-Site Engagement (browsing but hesitant possibly due to not great experience)
  • At Risk Customer + Promotion Responsive (responds to offers so you might be able to win them back)
  • At Risk Customer + Next Purchase Ready + On-Site Engagement (high intent but concerned)