Segmenting Your Database with Campaign Combiner

Segmenting Your Database with Campaign Combiner

When it comes to getting your nonprofit’s message out there, list segmentation is as important as content construction. Savvy nonprofits know that blanket solicitations, whether through direct mail or email, rarely yield the best results.

Out of the box, Salesforce offers flexible reporting that allows you to build lists of contacts and leads based off of relevant and available criteria, such as where constituents live or the last time they donated. These lists can then be added to campaigns so that your targeted message reaches its intended audience. But what if you want to leverage your existing campaigns to create a segmented list based off of which communications your constituents received from you, or better yet, how they responded? Sure, you could start from scratch in reports, but that isn’t very efficient. Plus, segmenting gets a bit messy when you begin adding multiple inclusion and exclusion criteria based off of campaign and response.

This is an issue that I’ve run into a few times with clients. For instance, a client recently wanted to create an email list of everyone who did not open the last email they sent and exclude everyone who was about to receive their upcoming direct mailing. While this isn’t impossible in reports, it can be difficult to keep the filter logic straight, or to even know which report to start with, especially for non-DBA staff who may not spend much time in Salesforce Reports Luckily, I found Campaign Combiner by Groundwire which allows you to take list segmentation in Salesforce to the next level. With Campaign Combiner, you can build off of your existing campaigns, creating both inclusion and exclusion lists, with just a few clicks and no reports needed.

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