TOOL
Segmentation Plan Template [Google Sheet]
Use this Segmentation Plan Template to organize your campaign data in your various channels (ie: phone, mail, email, ect.).
With this template and properly segmented data, you will be able to…
Use a shared document to keep you and your team well-organized
Ensure your campaigns are run smoothly
Effectively test key areas of your messaging
Track results so you can apply those insights to future campaigns
Turn your data specialist into your number one raving fan
About Jessica Cloud
With over 20 years of fundraising experience, Jessica has worked for the Starr King School for the Ministry, The University of Southern Mississippi Foundation, The University of South Carolina, RuffaloCODY, and the Libertarian National Committee. As a consultant, Jessica provides her fundraising services to nonprofits and higher education organizations. You can find her at Real Deal Fundraising.
Jessica Cloud, CFRE, MA
Fundraising Success Coach
