Utilize Smart Segments in GC Outreach
Understand and learn about how to enable, set up, and utilize smart segments in the GiveCampus platform and in GC Outreach.
What are Smart Segments?
GiveCampus offers three pre-built smart segments that utilize our GC Intelligence models to run predictions on your data and for your constituent base to help you ask the right thing of the right people. These can all be found in GC Outreach > Segments > Smart Segments tab.
There are three new smart segments that you can utilize:
1. Highly Likely to Make a Recurring Gift
2. Highly Likely to become an Advocate
3. Highly Likely to make a Leadership Gift
Each model for the above segments needs to be generated specific to your constituent base and data. It should take anywhere from 15 min - 1 hour and the platform should walk you through this process. If it is taking a longer time than that, feel free to reach out to support@givecampus.com for help.
1. Highly Likely to Make a Recurring Gift
2. Highly Likely to become an Advocate
3. Highly Likely to make a Leadership Gift
Each model for the above segments needs to be generated specific to your constituent base and data. It should take anywhere from 15 min - 1 hour and the platform should walk you through this process. If it is taking a longer time than that, feel free to reach out to support@givecampus.com for help.
Enabling / Setting up Smart Segments
In order to utilize smart segments in GC Outreach, you will need to ensure you have the right provisioning in your GiveCampus platform. If you are concerned you do not have the right access to this or you want to add this to your GiveCampus platform experience, reach out to your partner success manager or support@givecampus.com.
The other pre-requisite to setting up smart segments in GC Outreach is to ensure you are utilizing and uploading data through the School Level Data Importer. Check out this article to set up the right data in the importer to drive predictions using GC Intelligence on your constituent base and their giving history.
All segments require you to generate and set up a model in our GC Intelligence layer and only the last one will ask you additional configuration questions on what your leadership level giving is set at to ensure we have accurate predictions.
It may take anywhere from 15 min - 1 hour to generate an AI model specific to your constituent base and data. If it is taking a longer time than that, feel free to reach out to support@givecampus.com for help.
All segments require you to generate and set up a model in our GC Intelligence layer and only the last one will ask you additional configuration questions on what your leadership level giving is set at to ensure we have accurate predictions.
It may take anywhere from 15 min - 1 hour to generate an AI model specific to your constituent base and data. If it is taking a longer time than that, feel free to reach out to support@givecampus.com for help.
Utilizing your Smart Segments
Utilizing your smart segments is easiest when paired with GC Outreach. Take your segment of constituents that are highly likely to take an action and choose to "Create Outreach" for those in the list. Doing so will generate a draft email, pre-fill your recipient list for that email, pull out any unsubscribes, and let you filter down the segment more.
You can also choose to filter the segment ahead of time in the segment view which will only pre-fill the recipients in the outreach you have filtered it down to but will not affect the segment overall so you can come back to it and refresh to see the full list again later.
FAQ:
How is the "Likelihood Score" determined? -> The likelihood score is how much more likely our AI models think the individual constituent is to take the action than the average constituent in YOUR constituent base. If someone is 4x for a likelihood score it means that they are 4 times more likely to "take that action" (recurring giving, etc) than your average constituent based on the data you have given us in the school level data importer.