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When should I use a List vs. Segment?
Lists are most commonly used for time-bound messaging campaigns
- Lists
- Lists are most commonly used for time-bound messaging campaigns
- Use Case Example: I want to send a Giving Tuesday message to supporters who donated more than $200 this year
- For reporting, Lists are often used to pull static information (e.g. I want a report of everyone who donated in February 2022)
- Lists are most commonly used for time-bound messaging campaigns
- Segments
- Segments are most commonly used for evergreen campaigns
- Use Case: I want to see people who have raised $500+ and have a personal connection to the cause to ask them to be part of our recurring donor program.
- For reporting, Segments are often used to pull dynamic information (e.g. I want a report of everyone who’s raised $500 in the last 30-days)
- Segments are most commonly used for evergreen campaigns