Segmentation and tags
Segmenting is grouping members and prospects for a concrete action: send an email, record attendance, generate a report. Ministrium offers two mechanisms: tags and dynamic segments.
Tags
Tags are manual and static. You add and remove them.
Examples:
baptizedvolunteermusicianfirst-time-2024
How to tag
- On the member record:
[Member] → Tags → +. - Bulk: select members in CRM →
Actions → Add tag. - In CSV import:
tagscolumn (semicolon-separated).
Best practices
- Use kebab-case (
first-time) instead of spaces. - Keep the set bounded: ideally <50 tags.
- Audit quarterly and delete unused ones.
Dynamic segments
Segments are saved filters. Membership updates automatically as data changes.
Typical examples:
| Segment | Filter |
|---|---|
| New members in the last month | status=member AND promoted_at >= today - 30 days |
| Recurring donors | has_recurring_donation=true |
| Birthdays this month | birthdate.month = current_month |
| No attendance in 6 weeks | last_attendance < today - 42 days AND status=member |
| Families with minors | household.has_children=true |
Create a segment
- CRM → Segments → New.
- Build the filter with the visual editor (AND/OR, comparators).
- Preview matching count.
- Save with a descriptive name.
Use a segment
- To communicate: in email/SMS, select a segment as audience.
- To report: filter any report by segment.
- To see the list:
CRM → Segments → [Segment]shows the current list.
Combine tags and segments
Use tags for human-decided data (baptized, volunteer). Use segments for behavior-derived data (no attendance, recurring donor). Combine them in filters: “volunteers with no attendance in 6 weeks”.
Segments in communication templates
In templates, you can use segments as default recipients. Example: the “Happy birthday” template auto-sends to the “Birthdays today” segment.
Limits
- 20 saved segments per church on Starter, 100 on Growth, unlimited on Enterprise.
- Filters with more than 5 nested conditions may be slow. If you need them, export and use SQL externally.
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