How do I Create New Campaign Segments?

By default, each Campaign Communication has at least one Segment. Practically speaking, the segment is the identifying code included with a gift that ties a gift to a specific Campaign Communication, and by default, to a specific Channel and Campaign. A Communication may have several associated Segments, and typically will for mailings. Segments may be used to differentiate mailer packaging ("include a signed thank you card for anyone who has given more than $10,000 this year") or ask strings for major givers vs. smaller givers. These differences do not affect the actual messaging content of a fundraising letter or email, so they are better defined as segments of a particular mailing, rather than being tracked as a different mailing altogether.

Click on the Segments link to view all Segments for a specific Campaign Communication.

At first, you will see a single Segment that is auto-generated for an Communication. The name and code are generated by combining the first two letters of the campaign name, the month and year for the campaign, and the first two letters of the Channel. So, in the above illustration we see a Segment named "NE0816EM" because this is for the "NEw Computer Classroom Campaign," taking place in August 2016 (0816), and this Communication's Channel is "EMail."

Click on the Segment name to edit the Segment details.

When naming Segments, bear in mind that when viewing a Contact record, the Segment name is the only visible indicator of Campaign giving. For this reason, it's best to include some information about eh Campaign itself in the Segment name. For example, let's say a particular giver  -- we'll call him "Bob" -- is a recurring giver. For each mailer sent out, Bob is consistently included in the "Recurring Givers" segment, and for each Campaign Communication, the segment is named "Recurring Givers." When viewing Bob's gift history, you may see this:

Viewing this, it appears that Bob's gifts are consistently attributed to the same Campaign, when in reality, each of the entries is connected to a different Campaign -- the Segment names, however, are identical. By differentiating Segment names and including the Campaign name, even abbreviated, it can be much easier to distinguish between Campaigns in a giver's history:

Instead of using the description or criteria for a particular Segment in the Segment name itself, when editing a Segment you will see a separate Description field for just this purpose.

 The Package Code and Package Description fields are often used by direct mail vendors to ensure that the right materials are sent to each mailer recipient. They are entirely optional and may be left blank if not needed.

Once a segment is created, for outbound efforts, it should be populated with givers. Use the Query Builder to create a Contact Query that identifies the individuals for a particular segment, then save the Query with a specific name. All saved Contact Queries will appear in the "Contact Query" drop-down; select one to assign it to a particular segment. If there is no Query to associate, you may also simply specify the number of contacts included in a segment.

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