Create Segment

You have a list of people within MobileCause that you want to reach through texting, but you don't have a list for them. You could export a list, make your modifications in the csv file and upload it into a new list, or you can use the Create Segment option found under Communication & Marketing > Create Segment.

Communication & Marketing > Create Segment

The Create Segment functionality works the same way you would generate a report from the Search Transactions option in Reporting.

You can filter your list by:

  • Contact Information: If you're looking for specific supporters, you can search for their name, email or phone
  • Activities: You can narrow your results by a specific Campaign, Keyword or Form.
  • Individual Gift Amount: You can search by a minimum and/or maximum amount to create lists based on donation ranges.
    • You can also use the Frequency Drop-down menu to create lists of your Recurring Donors vs. One Time Donors, or All donors.
  • Location: If you wish to target a specific region, you can filter by City, State or Zip Code.

Click Search to be taken to a snapshot view of your search results based on the filters you chose. (more below the image)

Create Segment

The Snapshot view of your list will allow you to check to see if this is what you were expecting before you actually create the list. If everything looks good, click Create List in the upper right, otherwise, click Edit Search and modify your filters.

List Snapshot

When you click Create Search, you are asked to create a name for your new list. Name it and click Save.

Create List

The list based on your filters should now start to be built and you will be presented with this screen.

Create Segment Success

Now you can send texts to your newly created segment of your audience!