Custom Dynamic Groups in Salsa Engage [Video]

Power and flexibility is right at your fingertips. With Salsa Engage, you can build segments through simple rules and configurations, or you can create combinations of queries and groups within groups. Segment audiences by demographics, past interactions, geographic location, interests, professional network, or other custom fields. Then watch your lists or groups dynamically update in based on supporter activity.

Let's look at the custom dynamic groups that you can build with Engage:

Video Transcription

[Start]

Every organization has unique targeting strategies, so Salsa gives you the ability to create custom groups.

You can create custom groups that you manually import contacts into, or you can build dynamic groups that get populated automatically based on rules or queries that you choose.

Let’s create a dynamic group. I want to see all of my monthly recurring donors who also live in North Hollywood to invite them to volunteer at our upcoming event!

It looks like we have 1,626 supporters who meet my criteria. Any new monthly donors in North Hollywood will automatically be added to this group.

You create segments or groups of supporters based on any contact field including custom fields

Or based on their activity with your organization including gift sizes, actions taken, or any other data point.

Now it’s time to combine these highly targeted lists with highly relevant, personalized messages that inspire action!

[End]

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If you want to unlock more online marketing and supporter engagement, check out these additional resources:

• Free Download: Digital Fundraising Checklist. 50 online engagement best practices to build long-lasting, authentic constituent relationships.

• Free Guide: Quick Guide to Marketing Automation for Nonprofits. Learn the basics of marketing automation and discover specific ways you can scale 1-to-1 communications.

• Free Guide: Clear and Complete Guide to Fundraising Software. Learn 34 features and 5 integrations you need plus the 4 best ways to sell your boss and board on new software.

• Free Demo: Salsa's Online Marketing and Fundraising Software. See how your nonprofit, campaign or 501c3 organization can leverage our online marketing and fundraising tools!