Custom Groups

Find Your Custom Groups

To find your previously created custom segments:

  1. Navigate to the Supporters section.
  2. By default, you'll open the Supporters tab - toggle over to the Groups tab.
  3. Below the Groups Insight interactive graph, select the Custom tab to see a list of your custom groups.

To find specific groups, type the name in the search bar near the center of the page.

Make a new Group

Click the Make a New Custom Group button in the upper right hand corner of the Groups Dashboard.


 

The first step is to give the group an internal reference name.  Under the Set Up Your Groups menu, you're given two fields.  The Name field is required, but the Description isn't mandatory.  The name will help you search for and select groups when using them in your account.

The next step is to determine who will automatically be placed in this group based on the rule sets you create. Click the Next: Groups Rules button to create your first rule set.  This button will be in the lower right-hand side of the page:

You're now at the Select Supporters section.  This is where you will automate which groups supporters go to based on specific data, as well and chose individual supporters to include or exclude.  You'll first see where you'll create your group's rules.  We start you off with one rule, but you can add as many as you'd like.  You're given two broad categories to chose from first:

  • Organize - Contains all basic supporter information such as First Name and City. Also includes custom fields.
  • Fundraise - Contains information about the supporter’s giving history such as Most recent donation amount.

Organize

After selecting Organize, the dropdown list will update. All supporter and custom fields will be available in the updated list.

From here, you can select various operators, which will change based on the type of field.  Operators provide the parameters of your filtering process, and include "Is Greater Than" or "Within _ days".  Here are some specific examples:

Organize Examples

We want to isolate info@salsalabs.com specifically for a segment.

We want to isolate all supporters who aren’t info@salsalabs.com.

We want to isolate all supporters who don’t have any content in the Last Name field.

We want to find any supporter that has “salsa” somewhere in the email field, the following conditions would find anyone who has @salsalabs.com or even salsa@aol.com.

We want to find all supporters who have a first name starting with “Nic”, this would include Nick, Nicole, Nicholas. This wouldn't find Dominick though.

We want to find all supporters with an “.edu” email address.

In all cases, you'll click the "Add it up!" button on the right-hand end of the IF condition once you're satisfied with it.

Fundraise

After selecting fundraise, the dropdown list will update to expose the fundraise metrics.

After selecting the desired fundraise metric, you'll choose from the operator list which is specific to that metric.  Here are some specific examples of how these are employed:

Fundraise Examples

Find all supporters with an average donation amount greater than $10.

Find all supporters who's largest donation amount is greater than $50.

Find all supporters who's most recent donation amount is less than $50.

Find all supporters who's most recent donation is Recurring.

Find all supporters who's most recent donation is a one time donation (NOTE:  No space between the words when you type the OneTime value).

Find all recurring donors who make donations on a yearly interval.

Find all recurring donors who make donations on a monthly interval.

Compound Groups

The above examples are the building blocks which you can use to build more complicated Supporter Segments.  Let's say you're holding an event in Maryland and you want to invite all of your supporters from that area who donated a significant amount.  You could find out who they are with a group like this one:

Manual Addition

In addition to adding supporters automatically you can manually assign supporters who may not meet your automatic conditions but should still be in the group. Just type some search parameters, such as a first name or email address, to find the supporter and click the + button next to them.

 

Once added you will see the list of supporters manually added below the search box.

 

Manual Removal

In addition to manually adding supporters, you can also manually remove them. This means even if they match the automatic conditions you set up, they won’t be added to the group.

 

 

NOTE:  To reiterate a note from the Groups Overview page: whenever supporters are added to segments, either automatically or by you, you may not see the addition instantaneously.  There is a nightly batch process that runs on the servers which will place supporter records in their appropriate groups.

 

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