Segmentation

YourCause’s segmentation feature gives clients the ability to group users by common attributes (i.e. business unit or site) and configure a unique user experience for each of these groups. Industry data shows that individuals of different generations, locations and cultures have varying preferences for how they want to give their time and money. Admins can use segmentation to easily manage and promote local programs, initiatives and guidelines within a global community.

Note: One segment can be used across different segmentable features. For example, if UK employees have different branding, Giving Campaigns, and engagement elements than US employees do, these are just two segments (UK employees and US employees).

  • Segment by country: Localize charity lists, translate custom text, and display engagement elements specific to different countries

  • Segment by brand: Align branding and design to the sub brands within your larger company

  • Segment by user type: Active employees may have access to all features, while retired or former employees may only retain access to a few

Segmentable features

  • Community branding

  • Home page design

  • Splash modal manager

  • Message banners

  • Help page design

  • Engagement elements

  • Feature: On/Off

  • Charity list

  • Give Type selection (one-time & recurring payroll, credit card, offline)

  • Search Organizations header image and promotion banner

  • Feature: On/Off

  • Charity list

  • Give Type selection (one-time & recurring payroll, credit card, offline)

  • Campaign Branding and Settings

  • Campaign Tracker Dashboard

  • Campaign Reports

  • Feature: On/Off

  • Charity List

  • Landing Page Headers & Text (Create Event, Record Hours, Search)

  • Record Individual Activity: On/Off

  • Search Opportunities: On/Off

  • Tag Sets (Create Event & Record Hours)

  • Custom Questions (Create Event, Record Hours, Sign Up)

  • Enable Guests: On/Off

  • Community Disclaimers (Create Event & Record Hours)

  • Volunteer Campaigns (custom header name)

  • VTO Feature: On/Off

  • VTO Feature Name (custom My Volunteering tab name)

  • Volunteer Grants Feature: On/Off

  • Volunteer Grant Feature Name (custom My Volunteering tab name)

  • Volunteer Emails

  • Event Approval Feature: On/Off

  • Feature: On/Off

  • Feature: On/Off

  • Feature: On/Off