Tool SOPs/Attentive/Segmentation Setup

Attentive Segmentation Setup SOP

AY
Anand Yadav · Founder, ReccordSOP
·Last reviewed June 1, 2026

Bad segmentation in SMS hits harder than email because every send has a hard cost and a deliverability footprint. Broadcasting to your full list wastes spend and trains opt-outs. This SOP defines how to build segments that move revenue per send.

Use this SOP as a template

Copy or download the full procedure as Markdown or a Word file, then adapt it to your Attentive setup. Free, no signup, paste it straight into Notion, Google Docs, or ReccordSOP.

Why this SOP matters

Good segmentation lifts revenue per send by 40-60 percent in SMS. With per-message costs and finite list size, every send matters more than email.

Step-by-step SOP

  1. 1

    Define the 5 foundational segments first

    VIP (top 10% LTV), Active subscribers, Recently engaged (clicked last 30d), Lapsing (no engagement 60d), New subscribers (under 14 days old).

  2. 2

    Use Attentive predictive LTV for VIP identification

    Their model is decent. Combine with actual spend over 12 months for cleanest result.

  3. 3

    Build behavioral segments based on campaign needs

    Don't build hypothetical segments. Build when a campaign needs them.

  4. 4

    Set up suppression segments

    Recent purchasers (last 7 days), recently messaged (last 24 hours). Exclude from broadcasts to prevent fatigue.

  5. 5

    Document each segment

    Name, criteria, owner, last used. Without docs, segments become unreadable in 60 days.

  6. 6

    Audit segments monthly

    Delete unused-for-90-days. Refresh date-based filters. Cull aggressively.

  7. 7

    Tag campaigns with segments used

    Enables post-campaign analysis. Which segments perform best for which campaigns? Compounding learning.

  8. 8

    Monitor opt-out rate per segment

    If a segment has 2x normal opt-out rate, the segment is over-messaged or wrongly targeted.

Common mistakes to avoid

  • ×Creating segments for hypothetical campaigns that never run
  • ×No documentation, segments unreadable in 60 days
  • ×Skipping suppression segments, fatiguing recent buyers
  • ×Static date filters that age out (named 'last-30-days' uses hardcoded date)
  • ×Building elaborate segments without measuring performance

Stop rewriting this SOP every quarter

Record your screen while performing the attentive segmentation setup. ReccordSOP turns the recording into a SOP with timestamped screenshots. When your live setup changes, drift detection flags it.

Generate this SOP free

FAQ

How many segments should I have in Attentive?

15-30 in active use. Below 15 you're under-segmenting. Above 50 it's a junk drawer.

Should I use predictive segments?

Yes for VIP and lapsing identification. Combine with rule-based criteria for cleanest results.

How often to audit segments?

Monthly for SMS (faster cadence than email). Delete unused, refresh filters, rename anything confusing.

AY
Anand YadavFounder, ReccordSOP

I built ReccordSOP after watching too many DTC ops teams lose months to undocumented workflows. These SOPs are battle-tested with Shopify operators running $1M to $50M brands.

Last reviewed June 1, 2026

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