Audience segments
Target announcements by role, family, or interest.
Segments are saved filters over your member directory. Use them anywhere you'd pick "who to send to" — announcements, reminders, surveys.
Building a segment
- Open Members → Segments → New segment.
- Add filters: any custom field, donation history, attendance, role, or membership in another segment.
- Preview the matched members in real time.
- Save and give it a clear name (e.g. "Active donors 2026").
Privacy guardrails
Segments respect each member's communication preferences. If a member opted out of marketing, they're excluded from non-essential announcements automatically.