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SEGMENTATION & ANALYTICS

Define your audience. Measure your impact.

Define your audience with visual rules, then measure every metric that matters — without exporting to a spreadsheet. Cohort retention, funnel analysis, a custom report builder, and nine pre-built reports for the questions your team asks most.

Define the audience. Measure the results.

Segment Builder

2,847 contacts match
PlanisPremium
Last Purchasewithin last30 days
Email Opensgreater than5

Example segment

Email Performance Report

Last 30 days

Open rate

64.1%

Click rate

22.8%

Delivered

12.4K

Example metrics

Everything you need to understand your audience and your email.

20 filter operators

Combine rules with all/any logic. Operators adapt to field type — string matching, numeric comparison, date ranges, list membership, existence checks, and event history.

Custom report builder

Pick metrics, dimensions, and filters. Six chart types — area, bar, stacked bar, pie, KPI, and table. Build the report your team needs, not the one the vendor pre-built.

Real-time match estimates

See how many contacts match each rule as you build it. Refine criteria with instant feedback before committing to a send.

Cohort retention

Track weekly or monthly cohorts to see engagement over time. Retention heatmap with average benchmarking.

RFM scoring

Recency, Frequency, and Monetary scores rated 1 through 5. Ten auto-generated cohorts — Champions, Loyal, At Risk, Hibernating, and six more.

Funnel analysis

Visualize drop-off at every stage from triggered to clicked. Works for email delivery funnels and flow completion funnels.

Nine report types.

Pre-built for the questions your team asks most.

Email Performance

Open rates, click rates, bounces, and delivery metrics across all campaigns and time ranges.

Flow Performance

Trips started, trips completed, conversion rates, and per-step drop-off for every flow.

Contact Growth

New contacts over time, acquisition source breakdown, and churn rate tracking.

Cohort Retention

Weekly or monthly cohorts with retention heatmaps and average benchmarking.

Funnel Analysis

Visualize drop-off at every stage from triggered to clicked for email and flow pipelines.

Flow Comparison

Compare two to four flows side by side across trips, completion, open rate, and click rate.

Event Activity

Volume and distribution of tracked events over time, grouped by event name or source.

Segment Analysis

Engagement metrics broken down by segment, with overlap and growth comparisons.

Delivery Health

Bounce rates, spam complaints, and sender reputation metrics for your domains.

Segmentation defines who receives the message. Analytics measures what happened after. The segments you build here drive the audiences in your flows and campaigns; the data feeding your reports comes from the templates your team authors in the Smart Suggester. One contact graph, one event stream, one platform.

Know your audience. Measure your impact.

Free tier — segmentation, custom reports, and cohort retention from the first send. No credit card required.