Segments - Predefined Segments

Pre-defined segments are out-of-the-box, ready-made segments available in your account so that you don’t need to create common queries from scratch. Each pre-defined segment allows you to modify the values used in data categories to customize them for your organization’s use case.

Pre-defined segments also come with suggestions on how they can be used in marketing automations, bulk messaging, or as a filter in reporting to give your organization new ideas for how to better segment your audience.

Customizing Predefined Segments

In your account, each predefined segment is able to be customized for use within your organization.

Click the “Edit” icon to change a segment’s settings:

Each segment will have its own terms that you can customize:

In the New Single Donors segment you can customize how many days back you want the segment to look at to find new single donors.

Click “Save segment parameters” to save your changes:

Running Predefined Segments

To run a predefined segment and calculate the number of supporters within that segment, click the “Run” button:

The number of qualifying supporters in your account will show in the Count column:

Predefined segments will refresh and pick up new supporters when they are manually ran from the Predefined Segments menu as shown above, or when they are included in a broadcast audience. Before the email sends, the segment will be rerun to pick up any new supporters that qualify before the message goes out. Please note that this data reflects supporters added up to a day in advance of the send.

Available Predefined Segments

New Donors	New single or recurring donors who have no previous giving history.
New Recurring Donors	Donors who gave their first recurring gift.
New Single Donors	Donors who gave their first single gift.
Active Donors	Single or recurring donors who donated within a set number of months.
Active Recurring Donors	Donors who have an active recurring donation.
Active Single Donors	Donors who gave a single gift(s) within a set number of months.
Prospects	Supporters who have never given a gift before in their time on file.
Lapsed Donors	Single and recurring donors who have not given a gift within a set number of months.
Lapsed Recurring Donors	Recurring donors who have not given a gift within a set number of months.
Major Donors	Donors who gave above the selected threshold in a single transaction.
Mid-level Donors	Donors who gave a value within the selected range in a single transaction.
Low-level Donors	Donors who gave below the selected threshold in a single transaction.
New Advocacy Supporters	Supporters who submitted any advocacy page but have no previous advocacy history.
Active Advocacy Supporters	Supporters who have submitted any advocacy page within a set number of months.
Inactive Advocacy Supporters	Supporters who have not submitted any advocacy page within a set number of months.
Active Email	Supporters who clicked or converted on a page within a set number of months.
Inactive Email	Supporters who received an email but have not clicked through or converted on a page.
Inactive Engagement	Supporters who have not submitted any engagement pages within the selected timeframe.
Active Engagement	Supporters who have submitted one or more engagement pages within the selected timeframe.