Performance Optimization & Analytics
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Performance Optimization & Analytics
This course is part of Email & Lifecycle Marketeer with AI Professional Certificate Specialization
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What you'll learn
Classify content by buyer journey stage and identify gaps in your program.
Build dynamic audience segments for personalized, targeted campaigns.
Execute and interpret A/B tests on email elements to improve performance.
Audit automated sequences for brand compliance and optimization opportunities.
Details to know
June 2026
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There are 11 modules in this course
Learn how to move beyond basic campaign launches and start using data to improve results. In this course, you will classify marketing content by buyer journey stage, segment your audiences based on behavior and demographics, and design and execute A/B tests to find what resonates. You will work in HubSpot and Mailchimp to generate reports, identify optimization opportunities, and ensure your automated sequences maintain brand compliance. By the end of this course, you will be able to: map content to buyer journey stages and identify content gaps; build dynamic audience segments for personalized targeting; execute A/B tests on email subject lines, copy, and send times; analyze campaign performance reports to drive optimization decisions; and audit automated sequences for brand and compliance standards. This course includes a project focused on optimizing a real campaign scenario using segmentation and testing.
Learners will explore the fundamental buyer journey framework and identify how customers progress through awareness, consideration, and decision stages.
What's included
2 videos2 readings1 assignment
2 videosβ’Total 8 minutes
- Buyer Journey Mapping Transforms Marketing Strategyβ’4 minutes
- Buyer Journey Stages Demonstrationβ’4 minutes
2 readingsβ’Total 18 minutes
- Buyer Journey Fundamentals: The Three-Stage Frameworkβ’8 minutes
- Mapping Customer Touchpoints Across Journey Stagesβ’10 minutes
1 assignmentβ’Total 5 minutes
- Buyer Journey Stages Knowledge Checkβ’5 minutes
Learners will implement systematic content classification using buyer journey stages to audit existing marketing materials and create organized content strategies.
What's included
2 videos1 reading3 assignments
2 videosβ’Total 8 minutes
- Why Content Classification Drives Marketing Career Successβ’3 minutes
- Content Audit Demonstrationβ’5 minutes
1 readingβ’Total 8 minutes
- Content Classification Framework Methodologyβ’8 minutes
3 assignmentsβ’Total 40 minutes
- Comprehensive Content Strategy Audit and Optimization Planβ’15 minutes
- Content Classification Audit Projectβ’20 minutes
- Content Classification Framework Knowledge Checkβ’5 minutes
Learners will master the technical execution of email automation by building multi-part sequences with personalization tokens and conducting comprehensive quality assurance testing.
What's included
1 video1 reading2 assignments
1 videoβ’Total 3 minutes
- Email Automation Transforms Digital Marketing Successβ’3 minutes
1 readingβ’Total 7 minutes
- Building Blocks of Effective Email Automationβ’7 minutes
2 assignmentsβ’Total 18 minutes
- Create a Multi-Part Email Automation Sequenceβ’15 minutes
- Email Automation Setup and Testing Knowledge Checkβ’3 minutes
Learners will develop systematic approaches to analyzing email campaign performance using industry benchmarks and implementing data-driven optimization strategies.
What's included
2 readings3 assignments
2 readingsβ’Total 19 minutes
- Essential Email Marketing Metrics and Industry Benchmarksβ’8 minutes
- Email Performance Analysis: From Data to Strategic Decisionsβ’11 minutes
3 assignmentsβ’Total 30 minutes
- Email Marketing Performance Evaluation Mastery Assessmentβ’12 minutes
- Analyze Your Campaign Performance Against Industry Benchmarksβ’15 minutes
- Performance Analysis and Benchmarking Knowledge Checkβ’3 minutes
Effective personalization begins with understanding which audience characteristics actually influence engagement and conversion behavior. This module introduces practical segmentation approaches based on demographic, psychographic, and behavioral data within modern email marketing workflows. You will explore how marketers use engagement patterns to shape targeting decisions and build audience groups that support more relevant communication strategies. Through hands-on work in Klaviyo, the module emphasizes operational segmentation design rather than abstract customer theory. By the end of this module, you will be able to analyze audience engagement patterns and create segmentation criteria that support targeted lifecycle marketing campaigns.
What's included
2 videos2 readings2 assignments
2 videosβ’Total 8 minutes
- Segmentation Criteria: Who, What, and When β’4 minutes
- Screencast: Creating Segments in Klaviyoβ’4 minutes
2 readingsβ’Total 10 minutes
- Demographic vs. Psychographic vs. Behavioral Dataβ’5 minutes
- Exemplar for Hands-on Learning: Build Segment Criteriaβ’5 minutes
2 assignmentsβ’Total 17 minutes
- Hands-on Learning: Build Segment Criteriaβ’12 minutes
- Knowledge Check: Segmentation β’5 minutes
Static audience lists quickly become outdated in fast-moving marketing environments where customer behavior changes continuously. This module focuses on dynamic segmentation strategies that automatically adapt to subscriber activity, profile updates, and engagement signals across HubSpot and Klaviyo. You will examine how β³always-onβ³ segmentation supports scalable personalization and more responsive lifecycle marketing workflows. The module emphasizes practical implementation and audience management processes used in real marketing operations. By the end of this module, you will be able to create and manage dynamic audience segments that update automatically based on behavioral and profile-based conditions.
What's included
1 video2 readings2 assignments
1 videoβ’Total 7 minutes
- Screencast: Setting Up Dynamic Flows in HubSpotβ’7 minutes
2 readingsβ’Total 13 minutes
- Dynamic Segments: The "Always-On" Audienceβ’8 minutes
- Exemplar for Hands-on Activity: Create Dynamic Segmentsβ’5 minutes
2 assignmentsβ’Total 18 minutes
- Hands-on Activity: Create Dynamic Segmentsβ’13 minutes
- Knowledge Check: Dynamic Segmentationβ’5 minutes
Modern segmentation workflows rely on profile-level data to create more precise targeting and lifecycle personalization strategies. This module introduces profile-based segmentation rules, including customer properties, logic conditions, and engagement criteria used to organize audiences for targeted campaigns. You will apply segmentation logic within Klaviyo and HubSpot while evaluating how profile attributes influence campaign relevance and automation decisions. The module emphasizes structured decision-making and scalable audience management practices across lifecycle marketing workflows. By the end of this module, you will be able to configure profile-based segmentation rules that support dynamic targeting and personalized customer engagement strategies.
What's included
2 videos2 readings3 assignments
2 videosβ’Total 9 minutes
- Why Profile Data Changes the Segmentation Game β’3 minutes
- Screencast: Applying Profile-Based Rules in Klaviyo and HubSpot β’6 minutes
2 readingsβ’Total 10 minutes
- Profile-Based Segmentation: Properties, Rules, and Logic β’5 minutes
- Exemplar for Hands-on Activity: Configure Profile Segment Rulesβ’5 minutes
3 assignmentsβ’Total 27 minutes
- Quiz: Segmentation Mastery β’10 minutes
- Hands-on Activity: Configure Profile Segment Rulesβ’12 minutes
- Knowledge Check: Profile-Based Segmentationβ’5 minutes
Effective email optimization begins with structured testing rather than assumptions about what audiences might prefer. This module introduces the practical foundations of A/B testing, including variable selection, test structure, audience control, and setup workflows used in lifecycle marketing campaigns. You will explore how marketers design reliable tests for audience groups, subject lines, content, and timing decisions, then apply those concepts directly in Mailchimp through a hands-on testing workflow. The module emphasizes disciplined experimentation and operational decision-making over isolated campaign tactics. By the end of this module, you will be able to configure and launch structured email A/B tests aligned to specific campaign objectives.
What's included
1 video2 readings2 assignments
1 videoβ’Total 7 minutes
- The Anatomy of a Multivariate A/B Testβ’7 minutes
2 readingsβ’Total 12 minutes
- Setting Up an A/B Test in Mailchimpβ’7 minutes
- Exemplar for Hands-On Activity: Launch a Multivariate (A/B) Testβ’5 minutes
2 assignmentsβ’Total 20 minutes
- Hands-On Activity: Launch a Multivariate (A/B) Testβ’15 minutes
- Knowledge Check: Choosing the Right Test Setupβ’5 minutes
Running an A/B test is only valuable if marketers can accurately interpret the results and determine whether observed differences are meaningful. This module helps marketers move beyond surface-level metrics by focusing on statistical significance, result interpretation, and practical analysis techniques used to evaluate email performance tests. You will practice identifying statistically meaningful differences, spotting performance patterns, and deciding whether a result supports optimization, further testing, or no change. By the end of this module, you will be able to assess email testing outcomes for statistical significance and identify actionable insights that support campaign improvement.
What's included
2 videos2 readings2 assignments
2 videosβ’Total 8 minutes
- Why 10% Isn't Always a Winβ’4 minutes
- Interpreting Test Results in Klaviyoβ’5 minutes
2 readingsβ’Total 13 minutes
- Understanding Statistical Significanceβ’8 minutes
- Exemplar for Hands-On Activity: Analyze Multivariate (A/B) Test Results for Significanceβ’5 minutes
2 assignmentsβ’Total 15 minutes
- Hands-On Activity: Analyze Multivariate (A/B) Test Results for Significanceβ’10 minutes
- Knowledge Check: Statistical Significanceβ’5 minutes
High-performing lifecycle campaigns rely on systematic testing strategies that prioritize the variables most likely to influence engagement and conversion outcomes. This module focuses on evaluating testing plans across subject lines, email content, and send timing while balancing operational constraints and marketing objectives. You will explore how different variables affect subscriber behavior and practice designing optimization strategies within Klaviyo and Mailchimp environments. The module emphasizes structured experimentation planning and practical workflow integration across lifecycle marketing operations. By the end of this module, you will be able to evaluate and recommend testing approaches that improve lifecycle campaign performance through data-informed optimization decisions.
What's included
2 videos2 readings3 assignments
2 videosβ’Total 12 minutes
- The Three Variables That Move the Needle Mostβ’6 minutes
- Running Multi-Variable Tests in Klaviyo and Mailchimpβ’6 minutes
2 readingsβ’Total 14 minutes
- Designing Tests for Subject Line, Content, and Timingβ’9 minutes
- Exemplar for Hands-On Activity: Evaluate and Recommend a Testing Plan for a Lifecycle Campaignβ’5 minutes
3 assignmentsβ’Total 30 minutes
- Quiz: Applied Multivariate (A/B) Testingβ’15 minutes
- Hands-On Activity: Evaluate and Recommend a Testing Plan for a Lifecycle Campaignβ’10 minutes
- Knowledge Check: Variables and Optimizationβ’5 minutes
Understanding why a campaign underperforms is only half the challenge β knowing how to fix it in a structured, evidence-based way is what separates analytical thinking from analytical action. This project module places learners in the role of a Performance Analyst for a subscription-based coffee brand, tasked with transforming a generic, untargeted newsletter into a lifecycle-aligned asset. Rather than rebuilding from scratch, learners work through the three pillars of professional campaign optimization: behavioral segmentation, A/B test design, and lifecycle mapping. Each deliverable builds on the last, requiring learners to think not just about individual improvements but about how audience definition, experimentation strategy, and customer journey positioning form a coherent, implementable plan. By the end of this module, you will be able to define a behavior-based audience segment, design two structurally valid A/B tests with appropriate metrics and decision rules, and map a marketing asset to its correct stage within the customer lifecycle.
What's included
3 readings1 assignment
3 readingsβ’Total 32 minutes
- The ROI of Optimizationβ’12 minutes
- Project Specificationsβ’10 minutes
- Optimization Step-by-Stepβ’10 minutes
1 assignmentβ’Total 60 minutes
- Project: Performance Optimizationβ’60 minutes
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