Marketing Acknowledgement Segments

Revenue segments group donors for acknowledgement efforts. Unlike other marketing effort types, you cannot add revenue segments directly to a marketing acknowledgement effort. Instead, you assign segments to marketing acknowledgement rules where you also set the package details and assumptions. Then you add one or more acknowledgement rules to the marketing acknowledgement template that allows you to acknowledge donors with different letter packages within one process. For example, you can include different rules for new donors and existing donors.

If you select Allow multiple letters per revenue on the Add marketing acknowledgement process screen, you can send a letter for each segment the revenue qualifies for. For example, a donor meets the criteria for the "New Donors" segment that receives a welcome kit. Additionally, the donor's gift of $500 qualifies them for the hand-written note segment as well. When you add acknowledgement rules for both of those segments to the template and select Allow multiple letters per revenue, the donor receives the welcome kit and the hand-written note for the same gift.

After you run the marketing acknowledgement process, you can view associated revenue segments on the Segments tab of the marketing effort. If the segment associated with the acknowledgement rule does not include any revenue to acknowledge (no records meet the defined criteria), that segment does not appear on the marketing effort.

Note: For more information about how to create a revenue segment, see Revenue Segments.

The tasks you can perform on the Segments tab for marketing acknowledgements differ from direct marketing efforts in several ways:

  • Edit segment - When you edit a segment for a marketing acknowledgement, you cannot change the segment or the package, regardless of whether the marketing acknowledgement has been activated.

  • Move segment - You cannot move segments up or down for marketing acknowledgements.

  • Test segment - You can create a test segment for a marketing acknowledgement, but you cannot edit the package. Use a test segment to test the ask ladders and assumptions for the marketing acknowledgement.

  • Delete segment - You cannot delete segments that were created as part of the marketing acknowledgement process. You can delete test segments from a marketing acknowledgement.

  • List members - You cannot remove members for a marketing acknowledgement. On a marketing acknowledgement, the list member information includes information about acknowledged gifts, including gift amount and gift date.

  • Universe and exclusions - The Universe tab and Exclusions tab display the Universe and Exclusions defined on the template. You cannot edit the tabs.