Segment Exclusions

Segment exclusions (also known as "remainder" or "no mail" segments) allow you to quality check your marketing efforts and ensure that all donors are accounted for even if they do not receive the effort.

You can use segment exclusions to exclude records from particular segments but not from the whole marketing effort. For example, you need to make sure that none of your most responsive, premium donors are included in non-premium segments. To do this, select the Exclude from effort but show counts option for the All premium donors segment and order the segments on Segments tab of the marketing effort as shown below. The exclusion segment ensures that all premium donors are included in the first three segments, or excluded from the effort rather than receive the non-premium marketing.

• Segment 1: Premium major donors

• Segment 2: Premium mid-level donors

• Segment 3: Premium basic donors

• Segment 4: All premium donors (segment exclusions)

• Segment 5: Non-premium major donors

• Segment 6: Non-premium mid-level donors

• Segment 7: Non-premium basic donors

The Calculate segment counts and Activate marketing effort tasks calculate and refresh the record counts for segment exclusions, but do not assign the exclusions to a constituent appeal or apply source analysis rules.

Record counts for segment exclusions appear on the Segments tab of the marketing effort. You can view the segment's members to identify why those records were excluded from other segments in the marketing effort. You can also export an exclusion segment to a separate export file to perform quality checks. For more information about how to export an exclusion segment, see Export a marketing effort