Automated segmentation of members for targeted communication

Purpose

1.1. Enable the Anglican church to segment its members based on demographics, attendance, engagement level, age, parish affiliation, volunteering records, and communication preferences for highly targeted announcements, pastoral care, or event outreach.
1.2. Reduce manual data processing by dynamically grouping members, ensuring personalized messaging and increasing engagement for each distinct member segment.
1.3. Automatically adjust segment membership based on real-time updates to member profiles, attendance, and form submissions.

Trigger Conditions

2.1. New member registration captured in CRM or website forms.
2.2. Updates to member records (such as address, ministry involvement, event RSVP).
2.3. Periodic scheduled tasks (e.g., weekly, monthly) for segment reevaluation.
2.4. Manual admin action for segment recomputation upon bulk data uploads.

Platform Variants

3.1. Microsoft Dynamics 365
• Function: Power Automate workflow trigger on new/updated Contact
• API: Common Data Service Connector, Filter expressions for dynamic queries

3.2. Salesforce
• Function: Process Builder or Flow for Contact updates
• API: Query Contact and CampaignMember, Criteria-based segmentation

3.3. HubSpot
• Feature: Active Lists based on Contact Properties
• API: Contacts API - GET/PUT for property filters

3.4. Zoho CRM
• Feature: Custom Views for Contacts/Leads
• API: Segment with filter criteria in Zoho CRM API

3.5. Mailchimp
• Feature: Audience Segments
• API: List Segments endpoint, use merge fields

3.6. SendGrid
• Feature: Marketing Campaigns Segmentation
• API: Contacts API, Dynamic Segmentation

3.7. Twilio
• Feature: Notify Service Segments
• API: Notify API, segment via Binding Filters

3.8. ActiveCampaign
• Feature: Lists and Segments
• API: Contact List/Segment endpoints, filter by custom fields

3.9. Constant Contact
• Feature: Segment Lists
• API: Contacts API, filter by tags and custom fields

3.10. Slack
• Function: User Groups and Channel Invitations
• API: Usergroups.create or conversations.invite for groupings

3.11. Google Sheets
• Feature: QUERY function on member data
• API: Google Sheets API, filter rows via Apps Script

3.12. Airtable
• Feature: Views with filter conditions
• API: List Records, filterByFormula for conditional segments

3.13. Klaviyo
• Feature: Segments based on Profile Properties
• API: Segments API, create/update based on events/properties

3.14. Pipedrive
• Feature: Smart Lists and Filters
• API: Search Persons endpoint with filter data

3.15. Gmail
• Function: Labels for segmentation
• API: Users.labels.create, filters on message metadata

3.16. Intercom
• Feature: Smart Segments
• API: Segments API, filter by user/lead attributes

3.17. Notion
• Function: Database views with filtered groups
• API: Databases.query with filter condition

3.18. Trello
• Feature: Lists/Labels for categorizing members
• API: Cards API, assign based on custom fields

3.19. WhatsApp Business API
• Feature: Label contacts
• API: Contacts endpoint, assign label attribute

3.20. Facebook Groups
• Feature: Use Group membership and Tags
• API: Group API, read custom tags for segmentation

Benefits

4.1. Increases message relevancy for diverse congregational groups.
4.2. Automates complex segment logic, eliminating manual sorting.
4.3. Enables real-time outreach as member attributes change.
4.4. Supports multi-channel communication coordination.
4.5. Enhances personalized engagement and fosters community growth.