Supporter Segments

In REACH, you can create segments to classify your supporter activity including donation count, donation amount, sponsorship count, and campaign count.

Note: Segments are available in the Essentials, Pro, and Pro Plus plans.

Once a segment is created, it automatically updates the list of supporters. You cannot manually add a supporter to a segment, the segments rules will determine who is listed.  

As Supporters are automatically added to Segments, the segment will appear on their Supporter’s record on the Details page.  

From each Segment, you can then Export to Excel, or create an email to all supporters within that segment.

Segments can be defined by Object, Time Period and Segment Type.

Object: The type of data that should be reviewed when creating a segment for Supporters. This could be Donation(s) by the Supporter, Sponsorship(s) the Supporter has, Current Sponsorships, Cancelled Sponsorships or Campaigns. 

Time Period: The historical time measured to calculate the segment. All Time (all corresponding records), Yearly, Quarterly or Monthly. All Time will be listed in a single column whereas Yearly, Quarterly and Monthly will be listed in a multi-column format.

Segment Type: Record Count is the total number of records calculated for the Segment. If you choose Donations for the Object, you can select Record Count or Total Giving Amount.

To create a segment:

  • Go to Supporters > Segments
  • Click + New Segment
  • Give your segment a title and description
  • For the example below, to create a Segment that lists all supporters who have given over $1,000.00 in the past year, for Object you would select Donation, for Time Period you would select Yearly, and for Segment Type you would select Total Amount.
  • You must click the Add Segment button to enter the segment information you would like to display
    • For our example, Min = $1,000.00 and leave Max empty for no Maximum amount.  
  • When you click the green Create button, the system will start calculating the segment for you. It may take a few minutes.
  • Click the blue Segment and Supporter Count numbers to view the various supporter lists.

Here are some examples of Segments and how to create them.

Sponsorship Segment Examples

All Time Sponsorships

  • Object: Sponsorship
  • Time Period: All Time
  • Segment Type: Record Count
  • Segments: Min 0, Max 0
    • Returns: Who has never sponsored
  • Segments: Min 1, Max 10
    • Returns: Who has sponsored 1-10 sponsorships
  • Segments: Min 11, Max 0
    • Returns: Who has sponsored 11 + sponsorships

Cancelled Sponsorships

  • Object: Cancelled Sponsorship
  • Time Period: All Time
  • Segment Type: Record Count

Current Sponsors

  • Object: Current Sponsorship
  • Time Period: All Time
  • Segment Type: Record Count
  • Segments: Min 1, Max 0
    • Returns: Who is sponsoring more than 1 or more sponsorships

Donation Segment Examples

All Time Giving

  • Object: Donation
  • Time Period: All Time
  • Segment Type: Total Amount (Donation)
  • Segments: Min 5,000, Max 5,000
    • Returns: Who has given $5,000

Donors vs. Non-Donors

  • Object: Donation
  • Time Period: All Time
  • Segment Type: Total Amount (Donation)
  • Segments: Min 0, Max 1
    • Returns: Who has given less than $1
  • Add Segment: Min 1, Max 0
    • Returns: Who has given more than $1

Given Monthly

  • Object: Donation
  • Time Period: Monthly
  • Segment Type: Total Amount (Donation)
  • Segments: Min 500, Max 0
    • Returns: Who gives over $500 monthly

Given Over Amount

  • Object: Donation
  • Time Period: All Time
  • Segment Type: Total Amount (Donation)
  • Segments: Min 1,000, Max 0
    • Returns: Who has given over $1,000

Lifetime Donation Amounts

  • Object: Donation
  • Time Period: All Time
  • Segment Type: Total Amount (Donation)
  • Segments: Min 0, Max 500
    • Returns: Who has given up to $500
  • Segments: Min 500, Max 1000
    • Returns: Who has given between $500 – $1,000
  • Segments: Min 1000, Max 5000
    • Returns: Who has given between $1,000 – $5,000

Never Given

  • Object: Donation
  • Time Period: All Time
  • Segment Type: Total Amount (Donation)
  • Segments: Min 0, Max 0

Campaign Segment Examples

All Time Campaigns

  • Object: Campaign
  • Time Period: All Time
  • Segment Type: Record Count

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