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Segment Contacts by Engagement Level

Learn what segments can provide more insights into your customers' engagement

Written by Ira

Successful marketing starts with focusing on the right audience. Focus your efforts on engaged contacts, re-engage those who have gone quiet, and give one final attempt before marking contacts inactive.

Keeping your contact list healthy also affects your Omnisend subscription cost. Unsubscribed contacts do not count toward your billable contact limit, so identifying and unsubscribing truly inactive contacts can move you to a lower pricing tier.

In this article, we share a few segment ideas to help you measure your contacts' activity and identify their place within your marketing strategy.


Before You Begin

  • Engagement filters (Opened message, Clicked message) only track activity from messages sent through Omnisend. If you recently migrated from another platform, these filters will return limited or no results until you have sent campaigns through Omnisend.

  • Segments are available on all Omnisend pricing plans.

Engaged Contacts Segment

Two main parameters define an engaged contact: engagement with your marketing messages and purchase behavior. Both are equally important – brand recognition and purchase activity together indicate healthy engagement.

Start by identifying your most frequently engaged contacts using the following filter groups:

  • All contacts whose Subscription status is Subscribed to Email channel and who have Placed order at least 1 time in the last 60 days;

  • OR all contacts who have Clicked message at least 1 time in the last 45 days, where Channel is Email;

  • OR all contacts who have Opened message at least 1 time in the last 21 days, where Channel is Email.

You can adjust the timeframe to match your customer life cycle. If your offerings are seasonal, extend the timeframe to 6–12 months to account for off-season inactivity, or filter by purchase recency instead of email engagement during quiet periods.

💡 Engagement segments vs Customer Lifecycle Stages:

The segments in this article filter by email activity (opens, clicks) and purchase recency. Omnisend also offers Customer Lifecycle Stages: Champions, Loyalists, At Risk, and others – in Audience Customer Breakdown. These are calculated automatically using purchase recency, frequency, and order value, not email engagement.

Use engagement segments for campaign targeting and deliverability; use lifecycle stages for purchase-based retention strategy.

Win-Back Opportunities

Recent Purchasers with Low Engagement

It happens that a contact places an order but never engages with your marketing emails. You do not need to delete this contact immediately. Try reaching them through a different channel, such as SMS, Push Notifications, or Facebook Custom Audiences.

You can also set up a Win-Back Automation to reach these contacts automatically.

💡 Make sure your contacts understand they will receive messages after subscribing. Add a short note in your signup form to set this expectation.

Create a segment of contacts whose Subscription status is Subscribed to Email channel, who have Placed order at least 1 time in the last 3 months, and have not Opened a message at least 1 time in the last 3 months, where Channel is Email.

💡 These contacts have purchased but have not yet started engaging with your brand's emails. Keep experimenting with content and channels to find what connects with them.

Marketing Enthusiasts with No Orders

Some contacts actively engage with your campaigns but have never placed an order. To identify them, create a segment with Subscription status is Subscribed to Email channel and who have Opened message at least 3 times in the last 3 months, where Channel is Email and Marketing Activity Type is Campaign.

💡 These contacts love your content. Adjust your campaigns to include a clear call to action or a purchase incentive and track performance in Reports. Use the Click Map to see which parts of your campaigns get the most attention.

Sunsetting Segment

Every contact has a lifecycle. After exhausting re-engagement options – discounts, special offers, and alternative channels – be ready to mark contacts as inactive and remove them from your sending lists.

Create a segment of all contacts whose Subscription status is Subscribed to Email channel and who have not Opened message at least 1 time in the last 3 months, where Channel is Email and Marketing Activity Type is Campaign.

Note: Before using this segment to unsubscribe contacts, add a purchase filter: have not placed an order at least 1 time in the last 90 days (AND connector). A contact who stopped opening emails but still buys is an active customer, not an inactive one. Removing them can cost you revenue and close off future re-engagement.

You can adjust the timeframe to suit your marketing strategy. The earlier you identify disengaging contacts, the more time you have to act.

If contacts do not re-engage after all your efforts, unsubscribe them. Continuing to send campaigns to inactive contacts damages your sender reputation. For step-by-step instructions on safely unsubscribing, see Segment and Unsubscribe Inactive Contacts.


FAQ

Why does my Sunsetting Segment show only a small number of contacts?

The pre-built segment uses a 90-day default, which may be too short if you send less than weekly. Increase the timeframe to 120–180 days and add a have not clicked filter alongside have not opened, connected with OR. Segments update in real time – adjust one filter at a time.

When should I use AND, and when should I use OR between filters?

Use AND when a contact must meet all conditions (subscribed AND no opens AND no purchases). Use OR when meeting any one condition is enough (no opens OR no clicks).


Didn't find the answer to your question? Reach out to our Support Team via in-app chat or at [email protected].

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