Outreach & Community EngagementPurpose
1.2. Automatedly sort congregational data, attendance, interests, demographics, and previous engagement for precision outreach.
1.3. Automating group assignment to ministries, missions, age-groups, new visitors, long-time members, or donors for personalized communications.
1.4. Synchronize segmentation with communication tools for automating delivery of bulk emails, SMS, notifications, or calls.
1.5. Enable automatable engagement analytics, event RSVPs, feedback, and nurture sequences, tailored to each segment’s needs.
Trigger Conditions
2.2. Update in contact profile (interests, life event, congregation participation).
2.3. Attendance at service, event, or outreach program logged.
2.4. Web form or survey submission.
2.5. Import of new member/contact list from external file or integration.
2.6. Designated workflow, campaign, or ministry outreach initiated.
Platform Variants
3.1. Twilio
• Feature/Setting: Studio Flow; automate SMS/voice contact segmentation, configure trigger on new contact event, set variables mapping to segments.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns List API; automate list creation & contact assignment, configure Segmentations endpoint.
3.3. Mailchimp
• Feature/Setting: Automations > Audience Segments; automatedly tag contacts, configure triggers from audience updates or sign-up forms.
3.4. HubSpot
• Feature/Setting: Contacts API, Workflows; automate segmentation using lifecycle stage triggers or form fills, apply smart list assignment.
3.5. Salesforce
• Feature/Setting: Process Builder/Flows, Contact Segmentation API; automate contact grouping via fields, triggers, and custom logic.
3.6. ActiveCampaign
• Feature/Setting: Automations > If/Else conditions, Lists API, Tags; set up auto-splitting by tags or custom fields update.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules; automate on contact criteria, configure auto-segmentation custom functions.
3.8. Constant Contact
• Feature/Setting: Segments; automate population via API on contact upload or property change.
3.9. Pipedrive
• Feature/Setting: Filters & Automations; automate grouping via filter logic and Smart Contact Data.
3.10. Google Sheets
• Feature/Setting: App Script Automation; automate segment split based on cell data changes or imports.
3.11. Airtable
• Feature/Setting: Automations; auto-tagging, grouping based on new record triggers or field updates.
3.12. Klaviyo
• Feature/Setting: Segments & Flows; automate assignment upon list join event, profile updates, custom events.
3.13. Brevo (Sendinblue)
• Feature/Setting: Email API with segmentation rules; automate via attributes filter and event-based assignments.
3.14. Microsoft Dynamics 365
• Feature/Setting: Marketing Segments, Power Automate; auto-classify based on entity changes.
3.15. Slack
• Feature/Setting: Workflow Builder; automate quick notifications to segmented sub-channels.
3.16. ConvertKit
• Feature/Setting: Rules, Subscribers API; automate tags and sequences to segment lists.
3.17. Campaign Monitor
• Feature/Setting: Segments, Automation Triggers; auto-populate segment lists on contact activity.
3.18. Emma
• Feature/Setting: Audience Segments, Triggers; automate list population on profile or activity changes.
3.19. Intercom
• Feature/Setting: Smart Segmentation engine; automate filters via user attributes/events integration.
3.20. Gmail (via API)
• Feature/Setting: Filters, Labels via Apps Script; automate routing contacts to segment-specific labels for group messaging.
Benefits
4.2. Reduces manual segmentation workload, ensuring fresh, accurate contact groups.
4.3. Enables automatable follow-up processes for conversions, volunteering, donations, or event attendance.
4.4. Increases efficiency by automating cross-platform synchronization for consistent messaging.
4.5. Delivers automated analytics to optimize subsequent outreach and community engagement efforts.