Use Segments to group your contacts using Filters in Keela. You can think of Segments as Smart Lists, as they are constantly updating as data changes in Keela!
We have a number of filters at the contact level in Keela (Contact fields, Transactions, Memberships, Volunteer Records and Pledges) allowing you to filter on exactly what you need. Not only do segments provide you insights to manage your donors and get insight into your relationships, but they can also be used to send E-Blasts to select contacts.
Creating a Segment
From the Contacts Page
To create a segment, follow the below steps:
Step 1 - Navigate to Contacts in the left sidebar
Step 2 - Select the Segments tab
Step 3 - Click Create New Segment
Step 4 - Add Segment Name and Description
Step 5 - Add the required Filters and click Save.
Step 6 - Once you have all your Filters, make sure you Save the Filters to the Segment. You can do this by clicking on the Filters drop-down and selecting Save Filters to Segment. Note: if you make any changes to your Segment Filters and skip this step, all changes will be lost.
Congrats - a new segment has been created!
Once a Segment has been created, you can access all your created segments from the Segments tab in Contacts
How to Filter by a Segment
So, you've created a Segment of Contacts with a couple of filters. But perhaps you want to take it further and add even more layers? You can filter your Contacts by saved Segments!
In Contacts, click on Filters > Click Edit Filters
Type "segment" into the Filter search bar > Select from
Click on the type of Segment you would like to choose from > Choose a previously Saved Segment > Click Filter
How do I remove a Contact(s) from a Segment?
When attempting to remove a Contact(s) from a segment, do not use the 'Delete' Action. If you 'Delete' a Contact from a Segment, it will delete the Contact record entirely. Instead, you will want to remove a Contact(s) from a Segment by following the steps below.
Go to the Segment > click Filters on the Segment > Edit Filters > select from the Add a Filter drop-down > click Contacts > Full Name > choose the Filter logic 'Does not contain any of' > type in, or select, the Contact(s) that you want removed from the Segment.
How do I merge multiple Segments into one Segment?
While you are not able to merge Segments in Keela, it is possible to do this manually! You will want to go to each Segment individually, select all the contacts in that Segment and bulk add them to a new Tag. You can do this by clicking the arrow in the column bar and 'Select All Pages' > Actions > Add to Tags.
You will want to repeat this for each Segment and add all the Contacts in each of those Segments to the same new Tag. You can then create a new Segment using that Tag (see question below for instructions).
How do I create a Segment from a Tag?
To create a Segment from a Tag, you will want to follow the steps above to create a Segment. When you get the Filter process, you will want to select Contacts in the filters dropdown. Scroll down and you will see the option for Tags. You will then be prompted to select the Tag you want to create a Segment from! Then wah-la, you've just created a Segment from a Tag!
How do I create Donation, Revenue or Volunteer Segment?
In the above article, we outlined in detail how to create Contact Segments within the Contacts section of Keela. But what about other resources, like Donations? Great question!
These Segments can be created from Reports. When you create a Report, you have the option of choosing which resource you would like to begin with (Contacts, Donations, Revenues, Volunteers). When a Report is saved, it becomes available as a Segment to filter your Contacts by!
How do I change the name of a Segment?
Head to the Segment > click Actions in the top right > Rename Segment