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Creating a New Segmentation Strategy

A step-by-step guide to segmentation in AmpliPhi

Divyesh Khatri avatar
Written by Divyesh Khatri
Updated this week

1. Choosing a name & description

  • Your chosen naming convention should facilitate cohesion and understanding within your team.

  • The description should detail the purpose of the segmentation strategy.

2. Configuring your Global Segment

Your Global Segment is the master list of constituents from your Data Source that you plan to target through your Campaign. This serves as the foundation for creating Subsegments in the next step.

  1. Click the Add Inclusion button, to link your Global Segment from your Data Source ex. Direct Marketing Main List

  2. Click the Add Exclusion button to remove constituents from your Global Segment. ex. Deceased donors, Constituents who are tagged as "Do Not Solicit"

3. Configuring your subsegments

Once you have configured your Global Segment, you can divide it into Subsegments.

  1. Use inclusions and exclusions to configure each individual Subsegment

  2. Order your Subsegments

    1. If a constituent falls within segment A, they will be removed from segment B to prevent them from falling into multiple segments

    2. start by grouping donors into larger groups such as annual or monthly, then split them into smaller Segments

    3. The lowest level Segments will be the ones you use when you create your Campaign in the next step

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