Learning about Segments

A critical element of non-profit marketing communication is the ability to segment supporters into distinct audiences, which enables more personalized messaging and better results. Until now, segmentation in Engaging Networks has relied on the use of two separate tools: the ‘Query Builder’ and ‘Profiles’. 

With the launch of Segments, we now have a unified and more powerful tool for segmenting supporter data. No more going back-and-forth between Profiles and the Query Builder to figure out how to build an audience using complex logic.

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. 

You’ll find Segments under the “Data & Reports” top navigation item. Once there, you can have a look at the pre-defined and ready-to-use segments that cover common use-cases (and can be modified to meet your specific needs) or you can start by creating your own segment from the My Segments tab.

When you create your own segment, you will have the ability to export a sample of the data as a CSV as a way to validate that the correct supporters are being pulled in with your query. 

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

Watch the September 9th webinar: Understanding the New 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. 

• Ability to duplicate a Segment. 

• Addition of a ‘Description’ field for a Segment (to be able to include notes about that particular segment). 

• Ability to target Facebook Lead Forms in Segments

• Target your supporters who have made an additional donation on an event page.

• Ability to support ‘between’ minimum and maximum numeric value on supporter data fields

What’s coming up next?

Our next release 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 SMS.

• 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, Reporting, and pages for conditional content.

• The ability to export transactional data based on a segment.

FAQs