Built from what already happened
A gift, a visit, or a membership lapse is enough for the rule. Staff do not re-tag the person in a second file.
Engagement
A segment that changes when the person does
First-time visitors, monthly donors, and lapsed members should not be rebuilt by hand each month. The segment is a rule over people already in the directory, and it moves when their record moves.
The rule does the sorting
They leave the old segment
When a visitor becomes a member, they drop off the visitor segment. You do not edit both lists.
Send to whoever matches today
A welcome note or a renewal reminder uses the people who fit right now, not a file exported last quarter.
The person is still the source
Change the record and the segment follows. The segment is not a frozen copy of names.
Questions about this page
- Do we still sort these lists by hand?
- No. The segment is a rule. When the record changes, the person moves in or out.
- What can a segment represent?
- People defined by something that already happened, such as a first visit, a monthly gift, or a membership that lapsed.
Stop rebuilding last month’s list.
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