👟 Walkthrough
Access Segmentation under the Patron Management tab.
🎓 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.