Jennifer,
Your solution is elegant. Thanks for taking the time to come up with that solution.
I am in learning mode of how to combine segments and metrics and your solution is clear
Now, for challenge #2. My real use case is a little different. On our Sephora.com website, after a user completes an order, there is a button they can click to signup for SMS updates.
My business users wants to know the following.

I can define a segment as follows.

However I am stuck as how to use this to answer the 2 questions above. When you have time can you suggest an approach?
Thanks...
Regards,
Gene