Segmentation allows daily grouping of clients into specific rules. Profiler supports two segmentation category rule trees running in the system concurrently.
Setup or Load existing segmentation rules into your system for client analysis. Clients are analysied nightly and put into the appropriate rule. Rules can be based around financial giving, date entered, engagement levels, and membership/regular payments.
The secondary categories allows you to track a sub-segment that might be different that your primary segmentation model. This might include membership status or previous giving history.
Each client has a complete history of the segmentation rules that they pass through. Reporting can be run to see clients who are about to change segments, or you can force clients to stay in a particular segment, bypassing the automation.
If you’re not quite sure what segmentation model to start with? Profiler comes with a number of pre-built templates taken from user experience world-wide you can apply and try and then customise as a starting point for your segmentation journey.