Segment Record

From a segment record, you can view summary information about a segment such as its quantity of records and associated costs. Use tabs on the record to manage aspects of the segment such as key performance indicators (KPIs) and the marketing efforts that use the segment.

From Home, select Marketing and Communications, and then Segments (under Acquisitions and segmentation) . Find a segment in the list and select its name to go to the segment record.

Use the KPIs tab to add and manage key performance indicators (KPIs). These enable you to track the effectiveness of a segment. When you create a KPI for a segment, the information is tracked for all efforts that use that segment. You must manually refresh segment KPIs.

See add an instance of a KPI.

From the KPIs tab, you can go to the specific instance of a KPI and update the values for a KPI. You can also subscribe to an RSS feed to receive the latest KPI information. In the Details window, a color-coded line displays the KPI status, a graph displays the KPI value trends, and the data represented in the thermometer and graph for the KPI selected under Segment KPIs.

For information about KPIs, see the Key Performance Indicators section of the Reports and KPIs Guide.

The Marketing Efforts tab displays all marketing efforts that use the segment, grouped by activated and non-activated. The Has test segments column identifies marketing efforts that include the segment with one or more test segments beneath it. For marketing efforts that include test segments, values such as the cost per piece and expected gift amount reflect an average of the parent and test segments. The Exclusion column identifies whether the segment is used to exclude records from the marketing effort.

To open an effort associated with the segment, select its name in the list.

The Selections tab appears for list segments with imported lists if you created a query based on the list's query source view . The Selections tab displays all selections and segments based on those selections for the imported list. You can create additional selections and segments based on selections. For more information about how to add selections, see List Segment Queries.

The Current Members tab displays all constituents currently included in the segment. You can filter the results that display in the list. To open the constituent record, select the segment member's name. For revenue, membership, or sponsorship segments, you also have the option to open the member’s associated revenue, membership, or sponsorship record.

The Import History tab appears on list segments with imported lists. This tab displays details about each imported list, such as the list name, vendor, quantity, and list costs.