Segmentations

Segmentations define targeted groups of constituents you want to communicate with. For example, lapsed donors, constituents who have given less than $500, or a combination of both. They help you organize and target constituents based on your fundraising strategy.

A segmentation is made up of two key components: the Global Group and Segments. Both use Inclusions and Exclusions, but they serve different purposes.

The Global Group is the starting point of a Segmentation. It uses Inclusions and Exclusions to define the initial pool of constituents that will be segmented.

For details on how inclusions and exclusions works, review the Inclusions and Exclusions section.

Segments are subgroups created from the Global Group. Like the Global Group, they use Inclusions and Exclusions, but only within the Global Group's pool and the Segmentation hierarchy.

Segments are processed in order. Once a constituent is assigned to a Segment, they cannot be included in any subsequent Segments, ensuring each constituent belongs to only one final Segment.

For more details, check the Segment Hierarchy section.

In both Global Groups and Segments, Inclusions add constituents and Exclusions remove them; however, they behave slightly differently depending on whether they are used in a Global Group or a Segment.

In a Global Group, Inclusions add constituents to the pool, while Exclusions remove them, even if they also appear in an Inclusion.

In a Segment, Inclusions apply only to constituents from the Global Group who have not already been assigned to a previous Segment. Exclusions then remove specific constituents from that Segment's results.

A Catch All segment contains no inclusions or exclusions. Its role is to capture any constituents from the global pool who were not targeted by previous segments.

Segments are organized in a hierarchy, so their structure affects how constituents are assigned. Here are a few key terms to understand:

Segments are calculated from top to bottom in the hierarchy. The first Segment is processed first, followed by its child Segments and then its sibling Segments.

A sibling Segment only evaluates constituents who have not already been assigned to a previous Segment. Child Segments evaluate only the constituents assigned to their parent Segment.

When a Segmentation is created or updated, AmpliPhi automatically recalculates the number of constituents targeted by each Segment.

If your datasource changes (for example, if constituent lists are updated), you can manually refresh the Segmentation. From the Segmentations page, click Recalculate to update the results.

Use the Duplicate option in the Segmentation’s dropdown menu to create a copy. The new Segmentation will be created with “Copy” appended to its label.

Within a Campaign, Segmentations work alongside Channels. Each Segment with no child Segments becomes a targeted group.

The Campaign then combines these targeted groups with the selected Channels to determine how each group should be contacted (for example, by Mail, Phone, or Email).

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