Segmentations are an essential piece to building a campaign. They define the targeted groups you wish to communicate with. Their goal is to segment a pool of constituents the way you want.
Prerequisite
Before you can create a Segmentation, you must connect a Datasource. If you haven't connected one yet, see the Quick Setup Guide.
To create a Segmentation, go to the Segmentations page, click Create New Strategy, and select Create Blank.
A Segmentation consists of three parts:
Name and Description
Global Group
Segments
Name and Description
Start by giving your Segmentation a clear, meaningful name so it's easy to identify later when building Campaigns. Adding a description is optional, but it can provide helpful context for you and your team about the Segmentation's purpose.
Define a Global Group
The Global Group is the starting point of your Segmentation. It defines the pool of constituents by combining Inclusions (to add constituents) and Exclusions (to remove them).
If you need a refresher on how they work, see Segmentation > Inclusions and Exclusions.
Please Note: The lists you use will depend on how your organization is structured and how your data is organized.
For example, you might include a list of constituents who have donated within the last five years. If there are people in that list you don't want to target, simply add one or more Exclusions.
At this stage, focus only on defining your constituent pool. Communication methods such as Mail, Phone, and Email are managed separately through Channels. For more information, see the Channels section.
Dividing Your Global Group Into Segments
Once your Global Group is defined, you can divide it into Segments to target specific groups of constituents.
For this example, create two Segments:
Create a Segment named Lapsed 3 Years and include a list of constituents who have lapsed for three years or more.
Create a second Segment named Lapsed 2 Years and include a list of constituents who have lapsed for two years or more.
How Does It Work?
Segments are processed in order. The first Segment—Lapsed 3 Years in this example—selects all matching constituents from the Global Group. Those constituents are then removed from the remaining pool.
The next Segment—Lapsed 2 Years—is evaluated using only the constituents that were not assigned to the previous Segment. The same process continues for each additional Segment, ensuring every constituent is assigned to only one final Segment.
For more information please refer to Segmentation > Segment Hierarchy.
What Happens Next?
As you build your Segmentation, AmpliPhi automatically recalculates the size of each group in the background. Depending on the number of constituents, this may take a few moments, but you can continue working while the calculations complete.
Once the calculations are complete, your first Segmentation is ready to use. Next, learn how to Build and Configure Your First Campaign.
Still Have Questions?
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