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Text Messaging: Building Segments

Create saved groups of members to text by layering filters and hand-picking members to include or exclude.

A segment is a saved group of members you can text, like swim team parents, tennis families or board members. You build it with filters, and you can hand-pick members to always include or always leave out.

Create a segment

Go to Communications > Text Messaging > Segments and click Create segment.

  1. Enter a Name, like "Swim Team Families."

  2. Click Add a filter and choose one: Account type, Member type, Payment status, Account tag or Billing member. Pick the values you want from the list.

  3. To narrow it further, add another filter. You can layer as many filters as you need.

  4. Optional: add members under Always include or Always exclude (see below).

  5. Check the counter in the bottom left, then click Create segment.

Layering filters

When you add more than one filter, a member is in the segment only when they match every filter.

Example: add an Account tag filter set to Tennis Team and a Member type filter set to Adult. The segment includes only adults on tennis team accounts, not the kids.

building segment with multiple filters

To remove a filter, click the X next to it.

Always include and always exclude

  • Always include: these members are in the segment no matter what the filters say.

  • Always exclude: these members are kept out even when the filters match them.

Click Add or Exclude and type at least 2 letters of a name or email to search. You can also build a segment from hand-picked members only, with no filters.

always include, always exclude

Members vs. textable

The counter at the bottom of the segment shows two numbers, like 12 members · 8 textable.

  • Members: everyone who matches the segment.

  • Textable: only those who have opted in and can actually receive a text.

💡 Segment says "Reaches nobody"? Nobody in it has opted in to texts yet. The segment is still saved and will start reaching members as they opt in. Check who's opted in on the Subscribers tab.

Managing segments

Each segment card on the Segments tab shows its member count, how many are textable, and a Filtered label when it uses filters.

  • View subscribers: see who's in the segment.

  • Edit segment: change the name, filters or hand-picked members.

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