How to Send Founder Emails to Selected User Segments

User Segmentation Basics

Segments help you send the right message to the right users.

Creating Segments

Step 1: Define Criteria

What makes this group different?

• Plan type
• Activation status
• Company size
• Signup date

Step 2: Build the Segment

Use filters to create the group:

• Status = Trial
• AND Signup Date > 7 days ago
• AND Has Not Activated

Step 3: Validate

Check the segment makes sense:

• How many users?
• Does the list look right?
• Sample a few profiles

Using Segments in Automation

Trigger Conditions

"Send this email only to users in segment X"

Dynamic Segments

Segments update automatically as users meet criteria.

Segment Ideas

Trial at Risk

Trial users who haven't activated in 7+ days

Happy Customers

Paid users with high engagement

Re-Engagement Targets

Previously active users who've gone quiet

Upsell Candidates

Active users approaching plan limits

Measuring Segment Performance

Track for each segment:

• Open rates
• Reply rates
• Activation/conversion rates

Use insights to refine segments and messaging.