How to audit your segmentation fields for reliability?
Still have a question, spotted an error, or have a better explanation or a source we should cite?
Before you can trust your segments, you need to know what you're actually working with. A segmentation audit looks at four things: completeness (how many of your subscribers have this field filled in?), freshness (was it updated recently or months ago?), accuracy (does it match reality?), and consistency (are all your values formatted the same way?).
Start by listing every field you use for segmentation. For each one, ask yourself: What percentage of subscribers have a value? When was it last updated? Are the values weird in any way (like 99% showing "unknown")? Where did this data originally come from? Fields with less than 70% filled in probably aren't worth segmenting on. Data that hasn't been touched in over a year needs serious questioning.
Test your segments by actually sending to them. If your "engaged" segment performs poorly, your engagement data's probably stale. Check how to remove inactive subscribers for more on identifying who to keep sending to.
Run this audit at least quarterly, more often if you're segmenting aggressively. Bad data doesn't just hurt a single campaign. It compounds over time and tells mailbox providers your content isn't wanted. Treat your data infrastructure like your reputation depends on it. Because it does.
Contributors
Who worked on this answer
Every name links to their profile. Every company links to their site. Real people, real accountability.