Start the new segment personalization workflow

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

Use this segment-based workflow to personalize a campaign or giving form for an audience. It differs from the legacy Online Giving personalization uploader.

1. Open GC Outreach → Segments, choose the intended segment, and open Personalization.
2. Select Create Personalization, name it, and choose the target live campaign or giving form. Resolve any missing constituent-data requirements shown on the screen first.
3. Configure the greeting, message, ask amounts and designations needed for this audience. Check the requirements displayed in the workflow; a recipient CSV alone is not a personalization-overrides upload.
4. Select Update Personalization Tokens. Review the generated token table, including any missing or unmatched constituents.
5. Open the token's Preview personalized page control and check a representative donor's greeting, amounts, designations and form behavior before distribution. A token-bearing URL should be treated as recipient-specific information.
6. Use Export All Tokens for an external distribution workflow, or Draft Outreach to begin an Outreach message. Review the actual recipients and inserted personalization link before sending, especially after applying an email template.