Segmentation options allow you to divide your mailing into relevant groups and to send different letter templates to each segment. For example, when using response letters for payments where both gift aid is and is not applicable.
Prior to creating the mailing, two saved searches will be needed in order to segment the data. For example:
A saved search where all contacts have an active gift aid claim.
A second search where the contacts do not have an active gift aid claim.
To segment the data:
While in the Create List stage, to add the two or more searches into the mailing, click Load.
On the Segments tab, in the Segment Summaries section, click the + icon.
Type the Name of the segment.
Select which template will go to these contacts.
In the Selections in the segment section, click the + icon.
Select which save searches that are to be given this template.
Click Save.
Repeat until all segments are created.
Complete a mailing as usual.
Once the send stage is reached, a document for each segment is created.