👟 Walkthrough
Access Segmentation under the Patron Management tab.
2. Click on Add in the upper right corner.
3. Enter a Segment Name.
4. You can create a tag for your segments. This is a shorthand way to easily identify segments. These tags are visible in several places within the OTS platform. Type "new-donor" as the short version and assign the tag a color when prompted.
5. Click on Select a Color.
6. Give your new segment a description. It's always a good idea to explain how you are identifying users and what you might want to use it for so that other users in your dashboard know why the segment could be useful.
In this example, we are searching for new donors so that can target them with a thank you email or phone call from the front of house team.
You might write: "This segment shows all of our new donors in the last 30 days. Look at this list each month and send a thank you note to them."
7. Click on Segment Auto-Refresh.
If auto-refresh is enabled then OTS will update this segment every day, automatically, based on the transactions your patrons make on the platform. This can be useful if you plan to use these segments for on-going marketing activities.
If you are preparing a segment for one-time use, this setting can be left off. If preparing a list of ticket buyers from last year, this information will never change and there is no reason to automatically refresh it.
8. Click on Add A Rule.
You can add up to six rules for any segment. Remember that the more rules you add, the smaller the resulting segment will be. Make sure you don't create segments that are too small to be useful to you.
All rules contain an Attribute, an Operator, and a Value.
9. Click on Attribute and choose one from the drop-down list. In this case, we will choose "Purchased a donation" since we want to find new donors.
10. Now select an Operator.
Since we want to find recent donors, we're going to limit the dates during which our patron made their donation. Choose "in the last" as the operator.
11. Choose a time period.
We can look at days, or months for our "in the last" operator. For this example we want recent donors, so we will choose 30 days.
12. Type "30".
13. The completed rule
Our first completed rule looks like this: "purchased a donation in the last 30 days".
14. Add a Second Rule
Since we want new donors, we need to make sure that this is their first donation, and not just one of several donations. To do this, we will add a second rules that limits the number of donations to 1.
15. Click on Number of donations.
16. Type "1".
17. Click on Segment.
18. Click on Create.
Now that we have our two rules:
purchased a donation in the last 30 days
number of donations equal to one
We can finish creating this segment by clicking the Create button.
The results will be instantly available to download or, if you've selected these options to sync with an outside platform this segment will be shared to your Mailchimp, Facebook, or Google Ads account.
🎓 Recap
The article provides a guide on creating new donor segments within the On The Stage (OTS) Dashboard. It outlines the steps to categorize donors effectively, enabling targeted communication and personalized engagement strategies.
🚀 Best Practices
Accessing Donor Segmentation:
Navigate to the 'Donors' section in your OTS Dashboard.
Select 'Segments' to view existing segments or create a new one.
Creating a New Segment:
Click on 'Create New Segment.'
Assign a descriptive name to the segment for easy identification.
Define criteria such as donation amount, frequency, or event participation to filter donors into this segment.
Utilizing Segments for Engagement:
Use these segments to tailor communications, ensuring messages resonate with specific donor groups.
Monitor segment performance to refine strategies and enhance donor relationships.
By implementing donor segmentation, you can personalize outreach efforts, foster stronger connections, and optimize fundraising outcomes.