Manage Segments on Marketing Efforts

Segments group donors based on a variety of criteria so you can target prospects with customized content based on their characteristics. For example, you can base segments for direct marketing efforts on previous efforts; statistical scoring such as recency, frequency, monetary values; or biographical traits such as age or gender. The segments you add to marketing efforts are configured in the Segments area of Marketing and Communications. For more information, see Segments.

From the Segments tab of an effort, you can view and manage all segments in the effort. You can add, edit, and delete individual segments, segment groups, and test segments. For more information about other segment management tasks, see Manage Segments.

For more information about the types of segments you can add for each marketing effort as well as any special considerations, see:

• Manage Segments

• Segments for Public Media Marketing Efforts

• Segments for Membership Efforts

• Segments for Sponsorship Efforts

Note: Unlike other types of marketing efforts, you cannot add segments directly to a marketing acknowledgement effort. Instead, you assign revenue segments to marketing acknowledgement rules where you also set the package details and assumptions An assumption is your best guess at your goal for a particular measure.. For more information about managing segments on marketing acknowledgements, see Marketing Acknowledgement Segments.