View Segment Page

From a prospect segmentation dashboard, you can access a segment page for a selected segment in the dashboard.

For example, a segmentation dashboard includes a row for annual giving likelihood scores of 0-300 and an intersecting column for planned giving likelihood scores of 600-1000.

Select the number included in this segment block to access the segment page displaying prospects satisfying the variable scores.

You can save all prospects in a selected segment to a new or existing Research List.

1. From the segmentation dashboard, open the segment page.

2. Select Save constituents and select Research List.

3. To save the prospects to a new Research List, select Create a new Research List and enter a name and description.

4. To add the prospects to an existing Research List, select Add to existing Research List and select the binoculars in the Name field to search for the Research List you want to use.

5. Select Save.

You can save all prospects in a selected segment to a new or existing Research List.

1. From the segmentation dashboard, open the segment page.

2. Select Save constituents and select Selection.

3. Enter a enter a name and description.

4. You can also choose to make the new selection available for use in Query Designer and to overwrite any existing selection that shares this selection name.

5. Select Save. The next time you visit Query, the new selection displays in the Constituent frame of the Selections tab.