Adding segments to your appeal
In this article:
- Add segments to your appeal
- Search for and select constituents to add to your segment
- Adding multiple segments
- Sending mail to a particular segment
- Reporting on an appeal segment
By using appeals in LGL, you can keep track of which constituents have been solicited when and for what purpose and manage how those constituents have responded to that specific solicitation (e.g., gave a gift, declined, or did not respond at all). By doing so, you'll have greater visibility into the successes of your various solicitations or outreach efforts.
By utilizing segments in your appeal, you can group constituents together that share common attributes (i.e., giving history or affinity) and create customized communications to each of those groupings or segments. You can also assign a default ask amount to each segment if desired.
Add segments to your appeal
After you have created your appeal, you can begin adding segments and searching for the constituents that meet the criteria of that segment.
To create a new segment, click on the Add segment button within the Appeal Segments tab in the appeal:
Then name your segment, provide a description if you'd like, assign a default ask amount, and click Save.
Search for and select constituents to add to your segment
Once you've created the segment, you'll want to add constituents to that segment. Click on the Actions button next to the segment and choose Add Constituents from the dropdown menu.
You can follow these instructions to search for the constituents you want to add to your segment.
Adding multiple segments
If you want to send a customized letter to different segments within your appeal, you can do that by creating additional segments. In this case, you might have a few different categories:
- Segment 1: $1000 + donors (donors who've given more than $1000 at any point)
- Segment 2: $500 + donors (donors who've given $500 at any point)
- Segment 3: Everyone else
Once you have added all of these, you will end up with a set like this one, with a total of 206 unique constituents assigned to the appeal:
Segments are arranged in priority order, which you can change at any point by selecting on the up/down arrow in the Position field. Constituents can be added to more than one segment list but will only appear in their highest-ranked segment (recognizable by the overlapping record count in each segment).
Sending mail to a particular segment
You can create mailings for each segment independently, which allows you to customize your communications more easily. To create a mailing for a segment, click on the Actions button and select Add mailing from the dropdown menu. For instructions on creating a mailing, see http://lgl.helpscoutdocs.com/article/132-create-a-mailing
Reporting on an appeal segment
You can export data and create a report from an appeal segment.
Canned reports available with the click of a button
Two pre-built reports are available from within an appeal:
Clicking the Segment Summary Export button generates a PDF that displays the giving count and giving summary for that segment. Clicking the Segment Detailed Exports button generates an Excel spreadsheet with columns displaying the constituent ID and name, the appeal segment name, and giving data for the segment.
Creating a custom constituent report on an appeal segment
You can also search on, and generate a custom constituent report from, an appeal segment in the Constituents tab:
From here, you have the option to customize the columns for your report, as you would with any custom report.