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What should I send to my Grow contacts? (Cordial)

How to automatically segment and target Grow contacts in Cordial

Updated over 2 months ago

What emails should you send your new grow contacts?

You’re about to grow your email list with Grow contacts from Retention.com.

You may be wondering “What types of emails should I send?

Our recommended strategy is to segment the Grow leads and include these net-new contacts into your existing campaigns.

This strategy serves two purposes:

  1. It uses your established campaigns that have already demonstrated success, which maintains consistency and effectiveness.

  2. It maintains high deliverability standards by combining Grow contacts with your current audience pool.

To make it easy, segment these new contacts in your ESP based on engagement. Then, all you have to do is add the segments to your existing email campaigns.

Best Practices


Send out campaigns 3 times (or more) per week: This way, when a customer visits your site and we collect their information to pass to your ESP, they'll receive an email from you in a timely manner. This keeps your brand top of mind.

Add them to your educational and promotional campaigns: This material is great content to engage these net-new contacts.


What are the 4 segments?

The 4 segments are designed to help you better target and manage your email communications with different subsets of your audience based on their engagement with your emails.

  1. Retention - Newly Added Leads (Send to): Every Grow contact starts in this segment. This segment is Grow contacts who’ve been identified within the past 30 days and who’ve received fewer than 4 emails.

  2. Retention - Engaged (Send To): Grow contacts who have opened at least one email in the last 30 days.

  3. Retention - Low Engagement (Don’t Send to): Grow contacts who frequently open emails but never click through.

  4. Retention - Non-openers (Don’t Send to): Grow contacts who have received at least 4 emails but never opened.

Step 1: Create segments in Cordial

Create the 4 segments in Cordial:

  • Go to Contacts and select audience.

  • Create New Segments.

    1. For “Retention - Newly Added Leads (Send to)” segment configure as:

      • Set List assignment to Matches any Retention. Set Date Joined List is within 30 days in the past.

      • Define rule: Have event Sent ****Any Message . Set Recency: At any time and set Frequency: Is less than 5times.

    2. For “Retention - Engaged (Send To)” segment configure as:

      • Set List assignment to Matches any and select Retention. Set Date Joined List At any time.

      • Define Rule: ****Select Have event Open ****Any Message . Set Recency: Within the past 30 days and Frequency: Is greater than 1 times. Set Open type: Human.

    3. For “Retention - Low Engaged (Don’t Send to)” segment configure as:

      • Set List assignment to Matches any and select Retention. Set Date Joined List At any time.

      • Define First Rule: Select Have event Open ****Any Message . Set Recency: At any time and Frequency: Is greater than 15 times. Set Open type: Any type (human or non-human .

      • Define Second Rule: Select Do not have event Click ****Any Message type Any message. Set Recency: At any time and Frequency: Any frequency.

    4. For “Retention: Non-openers (Don’t Send To)” segment configure as:

      • Set List assignment to Matches any and select Retention. Set Date Joined List At any time.

      • Define First Rule: Select Have event Sent ****Any Message. Set Recency: At any time and Frequency: Is greater than 3 times.

      • Define Second Rule: Select Do not have an event Open ****Any Message . Set Recency: At any time and Frequency: Any frequency and Open type: Any type (human or non-human).

Retention - Newly Added Leads (Send to)

Retention - Engaged (Send To)

Retention - Low Engaged (Don’t Send to)

Retention: Non-openers (Don’t Send To)

Step 2: Add the Retention segments to your existing campaigns

You'll notice that our naming conventions for these segments are designed to help you easily identify which segment should be included and excluded in the campaign.

  • In the message, under Contacts, in the “Include Contacts” field include “Retention Newly Added Leads (Send to)” and “Retention Engaged (Send to)”.

  • For the "Exclude Contacts" field, add “Retention Low Engagement (Do not send to)” and “Retention Non-openers (Do not send)”.


Have questions? Message us on chat, or email us at support[at]retention.com!

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