Part 1 of the Zero & First-Party Data Marketing Series
Part 2: 6 High-Converting Personalized Campaigns That Boost Revenue Using Zero & First-Party Data
Part 3: The eCommerce Marketer’s Guide to Connecting Customer Data to Meta & Google Ads
Segmented email campaigns generate 58% of all revenue for eCommerce brands, yet 70% of marketers still send the same message to everyone, often because they’re not leveraging the goldmine of customer data they already own.
If there’s one truth I’ve learned after years of working in eCommerce marketing, it’s this: your list is only as powerful as the relevance of the messages you send, and that relevance comes from understanding your customers through their own actions and preferences.
Even with the advanced technology and rich first-party data at our fingertips, such as purchase history, browsing behavior, email engagement, and direct customer feedback, I still see many brands sending the same emails, SMS, and targeted ads to everyone.
Then they scream in frustration when their open rates lack luster, their repeat purchase rate flatlines, and their “loyal” customers start ghosting them.
Zero & First-Party Data-Driven Segmentation Is the Antidote
When done right, it turns your marketing touchpoints from background noise into meaningful moments that make customers feel like you “get” them.
I’m sharing eight segmentation strategies we’ve used with brands to spark repeat sales, deepen loyalty, and keep customers coming back for more, all powered by the customer data you already collect.
The Power of Your Customer Data
Before diving into strategies, let’s clarify what makes these segmentation approaches so effective.
Zero-Party Data
Includes information customers intentionally share with you: survey responses, preference center selections, quiz answers, and feedback forms. This is the most valuable data because customers explicitly tell you what they want.
First-Party Data
Encompasses all the behavioral data you collect directly: purchase history, website interactions, email engagement, customer service interactions, and app usage. This shows you what customers actually do, not just what they say.
Together, these data sources create a complete picture of each customer, enabling segmentation that feels personal rather than invasive.
Quick Start Guide
If you’re just getting started with data-driven segmentation, implement these three strategies first using data you likely already collect:
- Lifecycle Stage Segmentation (Beginner) – Use purchase history and account creation dates
- Behavior-Based Segmentation (Beginner) – Track website interactions and email engagement
- Purchase Frequency & Recency (Intermediate) – Leverage transaction data to identify patterns
These foundational segments typically show results within 2-4 weeks and can be activated quickly in most email platforms.
1. Lifecycle Stage Segmentation
Data Source: Account creation dates, purchase history, email engagement
Difficulty: Beginner | Expected Results: 2-3 weeks
Not every customer should hear the same message at the same time. Your first-party data tells the story: someone who just created an account needs education and trust-building. Someone with three purchases in their transaction history needs VIP treatment.
We map out lifecycle journeys (welcome, post-purchase, win-back) using purchase timestamps and engagement data so every message moves them naturally to the next stage. For one apparel client, simply adding post-purchase flows based on purchase history boosted lifetime value by 19%.
One-Time Buyers
Data Source: Transaction history, purchase date, product purchased
Criteria: Customers with only one purchase in the last 90 days (or a timeline relevant to your product).
Why It Works: These customers liked you enough to buy once. Their purchase behavior data shows they’re willing to spend. The right follow-up can turn them into loyal repeat buyers.
What To Send:
- “Complete the Set” Recommendations: Personalized product suggestions based on the customer’s first purchase
- Win-Back Offers: Discount or free shipping incentives designed to re-engage lapsed customers
- Repeat Buyer Social Proof: Testimonials and reviews from similar customers to build trust and encourage repurchase
Key Metric to Track: Second purchase conversion rate within 60 days
2. Behavior-Based Segmentation
Data Source: Website tracking, browsing behavior, email engagement metrics
Difficulty: Intermediate | Expected Results: 1-2 weeks
Actions point to interest and can predict future actions. Your website analytics show if someone browsed a product but didn’t buy, that’s a signal. If they opened an email but didn’t click, your engagement data captures that intent.
We use behavior triggers from first-party data including browse abandon, cart abandon, category views, to send timely and relevant nudges.
These aren’t pushy sales pitches. They’re helpful reminders that match exactly where the customer’s head is at that moment, based on their actual interactions with your brand.
A luxury brand client saw their browse abandonment sequence generate 15% of total email revenue within 30 days of implementation, all powered by website behavior tracking.
Tech Note: Most platforms like Klaviyo can track browse behavior automatically through website tracking pixels.
Recent Browsers
Criteria: Customers who viewed products but didn’t purchase in the last 48 hours
Data Points Used: Page views, session duration, products viewed, cart additions
Why It Works: They’re already interested. Your behavioral data proves it. You need to help them over the finish line.
What To Send:
Browse Abandonment Emails: Highlight featured products each customer actually viewed
Limited-Time Stock Alerts: Notify customers about low inventory on items in their browsing history
Product-Specific Social Proof: Share UGC or reviews of the exact products they engaged with
Key Metric to Track: Browse-to-purchase conversion rate
3. Purchase Frequency & Recency Segmentation
Data Source: Transaction history, purchase dates, order values
Difficulty: Beginner | Expected Results: 4-6 weeks
We look at customers in three buckets using their purchase history: new buyers, active repeat buyers, and lapsed buyers. Each needs a different conversation based on their transaction patterns.
For example, an apparel client had a high drop-off after the first order. We segmented based on time since last purchase and product consumption patterns, sending replenishment reminders before the product typically ran out. Their reorder rate jumped 22% in 60 days.
Inactive High-Value Customers
Criteria: Top LTV customers who haven’t purchased in 6+ months (adjust timeline based on your purchase cycle)
Data Points Used: Customer lifetime value, last purchase date, average order frequency
Why It Works: They’ve proven they’ll spend, and your transaction data shows their value. They just need a reason to come back.
What To Send:
Personalized “We Miss You” Message: Reference each customer’s purchase history to re-engage them
Exclusive “Welcome Back” Discount: Offer a special incentive that encourages them to return
Early Access Offers: Give customers first access to products that are similar to their past purchases
Key Metric to Track: Win-back campaign conversion rate and subsequent LTV
4. Average Order Value (AOV) Segmentation
Data Source: Order values, purchase history, product preferences
Difficulty: Beginner | Expected Results: 2-4 weeks
Your high-AOV buyers aren’t just spending more; their transaction data tells you what they value. These customers have demonstrated through their purchase behavior that they prioritize quality, convenience, or exclusivity.
Try segmenting your audience by historical spend patterns and create exclusive bundles, sneak peeks, or loyalty perks for top-tier customers.
High-Spenders Segmentation
Criteria: Customers whose average order value is 30%+ higher than your store average.
Data Points Used: Historical order values, purchase frequency, product categories purchased
Why It Works: High-AOV buyers value quality, exclusivity, and curated experiences. Their spending patterns show they’re willing to pay premium prices. Speaking to their priorities builds loyalty and drives repeat purchases without relying on discounts.
What To Send:
- Exclusive Early Access: VIP previews of new collections before public release
- Premium Bundles: Curated product sets based on their purchase history with value-adds (free personalization, white-glove delivery)
- Insider Perks: Limited-time events, product drops, or loyalty point multipliers
Key Metric to Track: AOV maintenance and repeat purchase rate for high-value segments
5. Category or Product Affinity Segmentation
Data Source: Product purchase history, category preferences, browsing patterns
Difficulty: Intermediate | Expected Results: 3-4 weeks
If a customer’s purchase history shows they always buy from one category, they’ve clearly demonstrated their preferences through their actions, not their words.
Track product interest over time using both purchase data and browsing behavior, then build campaigns that deepen that category relationship while introducing complementary products.
One client increased cross-sell revenue by 31% using this approach—”You bought the shoes, here’s the belt that completes the look.”
Category Lovers
Criteria: Customers who’ve purchased from the same category 2+ times
Data Points Used: Product categories purchased, browsing history within categories, seasonal buying patterns
Why It Works: Product relevance based on actual purchase behavior = higher click-through rates and conversion
What To Send:
- Category-Based New Arrivals: Highlight new products in each customer’s favorite category based on purchase history
- Product Education & Inspiration: Share how-to guides and style tips tailored to items they already own
- Complementary Bundle Offers: Recommend product bundles based on past purchase patterns and affinities
Key Metric to Track: Category-specific click-through rates and cross-sell conversion
6. Engagement Level Segmentation
Data Source: Email opens, clicks, website sessions, social media interactions
Difficulty: Intermediate | Expected Results: 2-3 weeks
Some customers are super fans. Their engagement data shows they open every email and visit your site weekly. Others are barely hanging on, with declining engagement scores over time. Treating them the same wastes opportunity and makes your messages less relevant.
I recommend scoring engagement using multiple first-party data points (opens, clicks, site visits, social interactions) and tailoring your cadence and offers accordingly.
Highly engaged? Give them first dibs and insider content. Low engagement? Re-engage them with a win-back offer or survey (zero-party data collection) to understand why they’ve gone quiet.
Engagement Enthusiasts
Criteria: Customers who’ve opened or clicked 3+ campaigns in the last 30 days, or visited the website 2+ times in the past month
Data Points Used: Email engagement rates, website session frequency, time on site, social media interactions
Why It Works: Highly engaged subscribers are primed to act. Your data shows they already trust your brand and are actively seeking interaction.
What To Send:
- Early Access Invitations: Give VIPs first dibs on product drops or upcoming sales
- Exclusive Content Experiences: Share behind-the-scenes videos, founder stories, or product sneak peeks
- VIP-Only Offers: Deliver special perks that make loyal customers feel like insiders
Key Metric to Track: Engagement score trends and revenue per email
7. Customer Loyalty & VIP Programs
Data Source: Purchase history, engagement data, referral activity, survey responses
Difficulty: Advanced | Expected Results: 6-8 weeks
The fastest way to get a second sale is to reward the first, and your customer data shows you exactly who deserves that recognition.
I’m a big believer in weaving loyalty programs into segmentation using comprehensive customer data. Use transaction history to identify VIPs, engagement data to understand their preferences, and zero-party data (like birthday information from preference centers) to personalize rewards.
Give them sneak peeks, birthday gifts, or points boosts based on their actual behavior and stated preferences.
VIP Customer Segmentation
Criteria: Top 5% of spenders or highest lifetime value
Data Points Used: Customer lifetime value, purchase frequency, average order value, referral history, engagement scores
Why It Works: VIP customers already love your brand, and your data proves it through their spending and engagement patterns. Reward them and they’ll keep buying and telling their friends.
What To Send:
New Launch Early Access: Invite top customers to shop new product launches before the public
Exclusive Bundles & Limited Editions: Curate special offers based on each customer’s purchase history
Private Sale Events: Feature products customers have browsed or shown interest in during invite-only promotions
Pro Tip: Use zero-party data collection (preference surveys) to understand what rewards they actually want, then track unique VIP-only discount codes so you can measure sales lift from this segment.
Key Metric to Track: VIP retention rate and referral generation
8. Discount Responder Segmentation
Data Source: Promotional purchase history, discount code usage, price sensitivity patterns
Difficulty: Beginner | Expected Results: 1-2 weeks
If you offer discounts, your transaction data likely shows a segment of your audience that only takes action when there’s a deal, and that’s okay, as long as you manage it strategically using data insights.
I recommend tagging customers based on their promotional purchase patterns: those who consistently purchase during sales or with discount codes. For them, create “planned promotions” with clear guardrails so you don’t erode margin.
This might mean offering limited-time bundles instead of sitewide discounts, or giving them early access to sale events so they feel rewarded without training them to wait forever for a markdown.
Discount Segmentation
Criteria: Customers who primarily purchase during sales or promotions (80%+ of purchases with discount codes)
Data Points Used: Discount code usage, promotional purchase history, price points purchased
Why It Works: Some customers just love a deal. Your purchase data shows this clearly. Target them when you have one, but control the narrative.
What To Send:
- Category-Based Flash Sale Alerts: Promote limited-time deals in categories each customer has previously purchased from
- Interest-Aligned Clearance Collections: Highlight outlet or clearance items that match individual shopping preferences
- Countdown-Driven Offers: Use time-limited promotions with visible countdown timers to create urgency
Key Metric to Track: Discount dependency ratio and profit margins
Cross-Channel Integration Tips
These data-driven segments work best when applied across all your marketing channels:
Email & SMS: Use the same customer data segments but adjust messaging tone (SMS is more urgent/immediate)
Paid Ads: Create and scale lookalike audiences using your highest-performing first-party customer segments to improve acquisition
On-Site Personalization: Show different homepage content to VIPs vs. first-time visitors based on their customer data profile
Retargeting: Customize ad creative based on browsing or purchase behavior segments from your first-party data
Collect Better Zero & First-Party Data
To power these segmentation strategies, focus on collecting quality data.
Zero-Party Data Collection
Post-Purchase Surveys: Collect feedback on satisfaction and product preferences after each order
Customer Preference Centers: Let customers manage their communication frequency, interests, and content types
Product Recommendation Quizzes: Guide shoppers to the right products while capturing zero-party data
Birthday & Anniversary Personalization: Celebrate milestones with curated collections and offers
First-Party Data Enhancement
Website Behavior Tracking: Monitor on-site actions with proper consent to inform personalization
Email Engagement Monitoring: Track opens, clicks, and inactivity to refine messaging and timing
Customer Service Interaction Logging: Use support conversations to inform product recommendations and follow-ups
Social Media Engagement Tracking: Capture where and how customers interact with your brand across platforms
Common Segmentation Mistakes
Over-Segmenting: Don’t create segments with fewer than 100 people—they’re too small to be actionable
Set-and-Forget Mentality: Refresh segments monthly; customer behavior and data patterns change
Ignoring Segment Overlap: A customer can be both a VIP and a category lover—plan accordingly using comprehensive data profiles
Discount Dependency: Do not train your customers to only buy during sales by
over-discounting
Data Silos: Integrate all your customer data sources for complete segmentation pictures
ROI Expectations by Strategy
Beginner Strategies (Lifecycle, Recency, AOV): 15-25% revenue increase within 60 days
Intermediate Strategies (Behavior, Category, Engagement): 20-35% revenue increase within 90 days
Advanced Strategies (VIP programs): 25-40% LTV increase within 6 months
Note: Results improve significantly when you have 6+ months of clean customer data to work with.
The Bottom Line
Data-driven segmentation isn’t just a marketing tactic; it’s a respect mechanism. By using the information customers have already shared with you (zero-party data) and shown you through their actions (first-party data), you transform your marketing from “we’re guessing what you want” to “we know what you want because you’ve told and shown us.”
If you’re still sending the same message to everyone while sitting on a goldmine of customer data, you’re leaving revenue and relationships on the table.
We’ve helped brands go from one-and-done buyers to loyal repeat customers by implementing data-driven segmentation like this.
And if you do it with intention, respecting both the data customers share and the insights their behavior reveals, you’ll not only see sales grow, you’ll see your brand community thrive.
Want to keep these strategies at your fingertips?
Download our Segmentation Cheatsheet. It includes setup tips, campaign ideas, tracking templates, and implementation timelines for each segment, plus a data collection checklist to ensure you’re capturing the right customer information.