Segment audiences versus personalized workflows

For school administrators using GiveCampus Outreach. Controls can differ between the classic email editor and the newer Composer editor.

Outreach segments define audiences. A newer personalized workflow belongs to its segment and configures target-form and person-specific values for that audience; it is not a separate independent audience definition. Legacy Online Giving Personalization uses its own uploaded records and tags. Identify which interface is in use before treating a legacy personalization tag as an Outreach segment.

The constituent-data recipient filter also supports an absolute birth-date range; that is not a recurring month-of-year birthday rule.