If you’re running campaigns and hoping for better conversions, audience segmentation isn’t just a “nice to have”—it’s the difference between wasting money and making it. This guide is for marketers, product teams, and anyone using Trycaddie who’s tired of guessing what works. We’ll cut out the fluff and get right to what actually helps you segment your target audiences for real results.
Ready? Let’s break it down, step by step.
1. Know What You’re Actually Segmenting For
Before you dive into Trycaddie and start slicing your audience into a million groups, stop and ask what you’re really trying to do. Do you want more signups? Less churn? Higher upsells?
Pick one or two clear goals. More segments isn’t always better—if you’re just making lists for the sake of making lists, you’ll waste time and probably confuse yourself (and your team).
Pro tip: Write down the conversion you care about. If it’s “trial to paid,” keep that front and center as you build segments.
2. Get Your Data in Order
You can’t segment well if your data’s a mess. Make sure you’re collecting the right info and that it’s accurate. In Trycaddie, this usually means:
- Demographic data: Age, location, company size, job title—whatever’s relevant to your product.
- Behavioral data: Which pages people visit, features they use, emails they open, etc.
- Acquisition source: Where did they come from—Google Ads, social, referrals?
Honest take: Don’t obsess over every possible data point. Focus on the 3-4 things that actually move the needle. Too much data will just slow you down.
3. Set Up Segments in Trycaddie
Here’s how to do the actual segmenting in Trycaddie, step by step:
a. Log in and head to “Audience” or “Segments”
Obviously, you need access. Once you’re in, look for the “Audience” or “Segments” tab. If it’s your first time, take five minutes to poke around—you’ll save yourself some headaches later.
b. Create a new segment
Click “Create Segment” or the equivalent. Name it something that actually means something (e.g., “US Early Adopters,” not “Segment 4”).
c. Define your segment rules
This is the meat of it. Use filters to build your audience. You can usually segment by:
- Demographics: E.g., “Country is United States”
- Behavior: E.g., “Has used Feature X more than 3 times”
- Lifecycle stage: E.g., “Signed up in last 30 days”
- Acquisition source: E.g., “Came from LinkedIn ad”
Mix and match these to make your segment as tight (or broad) as you need.
What works: - Start broad, then narrow down based on results. - Use behavior-based segments for higher intent (people who’ve actually done something, not just signed up).
What doesn’t: - Over-segmenting. If you end up with 20 segments and each has 10 people, you’re not learning anything useful.
d. Preview your segment
Before you save, preview the segment. Make sure the people in it actually fit what you want. If your “High Value Leads” segment is all free users who never log in, something’s off.
4. Build Campaigns for Each Segment
Now that you’ve got your segments, don’t just send them all the same stuff. Tailor your messaging and offers:
- Personalize emails: Change subject lines, CTAs, or even entire templates based on segment needs.
- Adjust ad creative: Run different ads for different segments, especially if you’re retargeting.
- Feature targeting: If Trycaddie supports it, show different in-app messages or offers based on segment.
What to ignore: Don’t bother personalizing everything—focus on high-impact touchpoints like onboarding emails or trial-expiry reminders.
5. Test, Measure, and Don’t Be Precious
Segmentation is not a one-and-done thing. Some segments will flop. That’s normal.
- Run A/B tests: Try different messages or offers for the same segment.
- Track actual conversions: Don’t just look at open rates or clicks. Did people actually buy?
- Kill segments that don’t perform: If a group isn’t converting, merge it with another or drop it.
Skeptical take: Don’t fall in love with your own clever segment ideas. The market doesn’t care about your spreadsheet skills. If it doesn’t work, move on.
6. Pro Tips (From the Trenches)
A few things I’ve learned the hard way:
- Start simple. Two or three segments are plenty when you’re starting out.
- Behavior > Demographics. What people do usually matters more than who they are.
- Keep segment names clear. If you have to explain it to your coworker, it’s too complex.
- Automate updates. Use Trycaddie’s auto-updating segments if possible, so you’re not manually fixing lists every week.
- Document what you’re doing. You’ll forget why you set up “Q2 Nurture - Ex Beta” a month from now.
Common Mistakes to Avoid
- Analysis paralysis: Don’t spend weeks “strategizing” segments. Launch and adjust.
- Chasing vanity metrics: A higher open rate means nothing if nobody converts.
- Neglecting segment overlap: Make sure people don’t fall into multiple conflicting segments, unless that’s intentional.
- Ignoring small sample sizes: If your segment is too small, you won’t get meaningful results. Combine or broaden as needed.
Keep It Simple and Iterate
The bottom line: Segmenting audiences in Trycaddie isn’t magic, and you don’t need to make it complicated. Start with your most obvious segments, test some real-world campaigns, and watch what actually moves the conversion needle. Then, tweak, merge, or cut segments based on what you see—not what sounds smart in a meeting.
If you keep things straightforward and stay focused on real outcomes, you’ll save yourself a lot of time and get better results. Don’t get caught up in the latest “segmentation best practices” blog post—just keep your eyes on what works for your audience, and adjust as you go.