Strategy and Metrics

Segmentation

Also called Market segmentation

Dividing a market into groups that behave differently enough to need different messages, offers or channels.

Quick facts: Segmentation

Category
Strategy and Metrics
Also called
Market segmentation
Level
Intermediate
Affects
Messaging, email performance, offer design, media planning
Where to see it
Your CRM or customer spreadsheet, Google Analytics, email platform reports
In this article4
  1. How segmentation works
  2. Why segmentation matters
  3. Common mistakes with segmentation
  4. How to act on it

How segmentation works

Segmentation splits a market into groups whose members resemble each other and differ from the rest in a way that changes what you would do for them. The last part is the whole test. A split that produces two groups you would market to identically is a spreadsheet exercise; a split that changes the offer, the message or the channel is a segment.

Markets can be divided in several ways. By who the buyer is — industry, company size, life stage. By situation — what triggered the search, how urgent it is, whether they have bought this kind of thing before. By behaviour — first-time versus returning, high spend versus occasional, active versus lapsed. Behavioural and situational splits usually predict buying better than demographic ones, because they describe what someone is doing rather than what they are.

Segmentation is the first step in a sequence. You divide, then you choose which divisions to pursue, then you decide how to be seen by them.

Why segmentation matters

It stops one message being asked to do several jobs. A page written for a customer who is comparing prices reads wrong to a customer with an urgent problem, and a single email to a whole list will suit whichever group is largest and quietly annoy the rest.

It also shows where the money actually is. Once customers are grouped, it usually turns out that value is unevenly spread — one group buys more, stays longer or costs less to serve. That is often the most useful thing segmentation produces, because it points at where more effort would pay.

Common mistakes with segmentation

Slicing too finely is the frequent one. Every extra segment needs its own copy, its own creative and its own reporting, and a small business that ends up with a dozen of them will maintain none of them properly. Fewer, clearer groups beat many neglected ones.

The second is segmenting on data that is easy to collect rather than data that matters. Ad platforms make age, gender and location simple to select, so plans get built around them even when they explain nothing about who buys. The third is segmenting and then doing nothing differently — the groups exist in a document while every customer still receives the same message.

How to act on it

Start from your existing customers instead of from theory. Group past buyers by something you can actually see in your records — what they bought, what triggered the enquiry, how often they return — and look at which groups were worth having. Keep the number of segments small enough that each one gets a real page, a real offer or a real campaign.

Then act on the split somewhere it is cheap to test. Sending different email segments a message written for their situation shows quickly whether the division is real, because responses either separate or they do not. If they separate, carry the split into landing pages and ad groups; if they do not, merge the groups again. Working out which divisions are worth building the business around is a strategy question, and it is part of what marketing strategy consulting covers.

Do and do not

Do

  • Split on behaviour and situation, not just demographics
  • Keep segments few enough to serve properly
  • Test a split with email before rebuilding pages

Do not

  • Create segments you will treat identically anyway
  • Segment on data purely because it is easy to collect
  • Leave the segments in a document, unused

Questions people ask about this

How many segments should a small business have?

As few as it can genuinely act on. Each segment needs its own message, and often its own page and campaign, so the practical limit is set by the time available to maintain them. Two or three well-served groups will outperform a long list that exists only in a planning document and never changes what a customer receives.

What is the difference between segmentation and targeting?

Segmentation is dividing the market into distinct groups; targeting is choosing which of those groups to pursue with budget and attention. Segmentation is analysis and produces options. Targeting is a commitment and closes options down. Doing the first without the second leaves you with a tidy map and no decision made.

Do I need special software to segment customers?

Not to start. A spreadsheet of past customers with columns for what they bought, what prompted the enquiry and whether they returned is enough to find the groups that matter. Email platforms and analytics tools make it easier to act on segments once they are defined, but the thinking comes first and the tool follows it.

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