Segments Workflow

The main reason to use segmentation is that different groups of constituents will have different responses to membership renewal efforts. To increase the effectiveness of your membership programs, you can create different membership renewal packages targeted for specific segments of your constituents.

Selections form the backbone of your segments. When you create a membership segment, you specify the selections to use to determine the membership records to include in the segment. You can create the selections in advance or as you add the membership segments.

The Segments page offers a central location to create and manage segments.