Building Segments in GC Volunteer Management

Segments lets admins build segments on any standard or custom field your school sends to GiveCampus, so volunteers can focus on exactly the right constituents.

How to build a segment

1. Head to Outreach > Segments
2. Add a filter on any standard or custom field.
3. Set the filter to include or exclude the constituents who match.
4. Stack more filters to narrow the segment further.
5. Save the segment.

Filters you can use

Along with your standard and custom fields, these filters are new:

• Giving consistency, such as constituents who gave in at least four of the last five fiscal years
• Last gift
• "Groups / Activities"
• GC Events responses, such as "Registered," "RSVP No," and "Checked in" [Open question: confirm the full list of response options.]

Building a segment from an uploaded list

1. Upload your list.
2. Choose which column holds the constituent ID.
3. Preview the matches before saving.
4. Save the segment.
5. Download the skipped rows to see why each one didn't match, then fix and re-upload if needed.

A great example of a segment could be based on donor status, reunion attendance, affinity (like athletics, or greek org). Now that you’ve built your segments, you can use those to assign tasks to your volunteers using the relevant groups of assignments. 

Coming soon

• Volunteers building their own segments
• Prebuilt segments for LYBUNTs, SYBUNTs, and Never Given

If you have any questions or feedback, always feel free to reach out to support@givecampus.com.