Segment Workflow

The main reason to use segmentation is that different groups of donors will have different responses to direct marketing efforts. Targeting specific groups allows you to increase the effectiveness of your efforts. You can specify different packages and apply them to particular segments Segments are groups of donors that fall into a given criteria set. A segment is a portion of the total universe of donors. Usually a direct marketing effort will have many segments of donors. These segments are created in order to discover the correct and most responsive segments. of your constituents.

• Create individual segments or create multiple segments at the same time. After you create segments, you can apply them to your efforts. For more information, see Manage Segments.

• Create a constituent segment and specify the selections to use to filter your source records and select the records to include in the segment. Selections form the backbone of your segments. You can create the selections in advance or while you add the segments. For more information, see Constituent Segments.

• Add list segments to use with imported and vendor-managed lists. These segments help you track the costs and record counts for imported and vendor-managed lists used on efforts. For more information, see Add List Segments.

• Add revenue segments to group donors for acknowledgement efforts. For more information, see Revenue Segments.

• Add membership segments to group constituents for membership efforts. For more information, see Add Membership Segments.

• Add sponsorship segments to group sponsors for sponsorship efforts. For more information, see Add Sponsorship Segments.

• Create multiple segments. The segment builder allows you to create multiple segments from a limited number of selections. For more information, see Segment Builder.

• Group segments to apply all segments in a group to a direct marketing effort instead of applying them individually.