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To watch the full 15-minute Segments overview, head over to the Client Academy
How can I use Segments?
Right now, Segments is available to use to build audiences for your Marketing Tools messages. In future releases, it will also be available for use in Marketing Automation, reporting, and more.
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Users will need to have the ‘Export Data’ permission selected to have the ability to view and use the Export CSV button. |
📑 Documentation
Segments
Segments - My Segments
Segments - Predefined Segments
🖥️ Webinar
1:00 pm ET/ 6:00 pm BST
Register here: Understanding the New Engaging Networks Segments Tool
What’s new?
Expanded data categories with more options to refine your audience.
A visual, drag-and-drop builder, with the option to switch to a more traditional builder if you prefer.
Pre-defined and ready-to-use segments that cover common use-cases, and that can be modified to meet your specific needs.
The ability to do both “and” queries and “or” queries, together, in a single segment.
The ability to define where each segment can be used (only available for Broadcasts now, but will be available in the future for Automations and Reporting).
Top-line filters to segment by location or opt-in question as a way to simplify the query canvas as you work to build your audience.
The ability to nest a segment within another segment.
More powerful ways to filter supporters by amounts, currency, designations, date ranges, tracking parameters, appeal codes, and more.
Segment for your donors with greater precision using filters for in-memoriam gifts, fee cover, payment types, and fields Other 1-4.
Improved ability to target recurring donors.
Target your supporters based on their response to a specific survey question.
Helpful documentation – built right into the tool – to let you find answers fast.
What’s coming up next?
Our next release in October will continue to expand on the categories and functionality of Segments. Feature improvements will include:
AI Defined Segments (available with an Accessible Intelligence license).
Creating a new Segment from scratch within the Marketing Tools.
Creation of a local segment copy when making changes to a segment from within the Marketing Tools.
Additional data categories for peer-to-peer, SMS, and Facebook lead generation forms.
Ability to duplicate a Segment.
Addition of a ‘Description’ field for a Segment (to be able to include notes about that particular segment).
Improvements to sorting the Segments list view.
Additional improvements to data categories based on feedback!
Coming in 2025
Additional data categories for geo location, memberships, and attributes.
The availability of Segments in Marketing Automation journeys and Reporting.
The ability to export transactional data based on a segment.
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