Segments & Automation

Segments

Segments let you save recipient filters so you can quickly message the right group of people.

Creating a Segment

1. Go to Communication > Segments
2. Click Create Segment
3. Define your filters:

Filter	Example
Status	Active members only
Risk Level	At-risk or inactive
Attendance	Attended less than twice last month
Age Range	18-25 year olds
Gender	Men’s group
Groups	Members of Youth Ministry

4. Save the segment with a name for reuse

Using Segments

When composing a message, select a saved segment as the recipient list. The segment dynamically includes members who match the criteria at the time of sending.

Email Sequences

Build automated multi-step email workflows:

Examples

• Welcome Sequence: Day 1: Welcome email, Day 3: Church info, Day 7: Invite to small group
• Visitor Follow-Up: Day 1: Thank you for visiting, Day 5: Upcoming events, Day 14: Invitation to connect
• Re-Engagement: Week 1: We miss you, Week 3: Upcoming events, Week 6: Personal outreach

Creating a Sequence

1. Go to Communication > Sequences
2. Click Create Sequence
3. Add steps with delay intervals
4. Write the content for each step
5. Activate the sequence

Automated Messages

Set up messages that send automatically based on member data:

Birthday Messages

Toggle on in Settings > Notifications. Members automatically receive a birthday greeting on their birthday.

Anniversary Messages

Send messages on membership anniversaries. Toggle on in Settings > Notifications.

Custom Automation

Available on Growth plan and above. Configure triggers and actions for more complex workflows in Communication > Automation.

Opt-Out Management

Respect member preferences:

• Members can unsubscribe from any channel (email, SMS, WhatsApp)
• Opt-out preferences are enforced across all communications
• View and manage opt-outs in Communication > Opt-Outs