Features / Segmentation
Segmentation
Segmentation allows daily grouping of clients into specific rules. Profiler supports two segmentation category rule trees running in the system concurrently.
Rule tree
Set up or load existing segmentation rules into your system for client analysis. Clients are analysed nightly and put into the appropriate rule. Rules can be based on financial giving, date entered, engagement levels, and membership/regular payments.
Secondary categories
Secondary categories let you track a sub-segment that might be different from your primary segmentation model — this might include membership status or previous giving history.
Trend reporting
Each client has a complete history of the segmentation rules they pass through. Run reporting to see clients about to change segments, or force clients to stay in a particular segment, bypassing the automation.
Pre-built segmentation
Not sure what segmentation model to start with? Profiler comes with a number of pre-built templates, taken from user experience world-wide, that you can apply, try and then customise as a starting point for your segmentation journey.