title: “Create a member segment” description: “Define a dynamic group of members (by age, campus, attendance) to send communications or run reports.” audience: [“staff”,“org_admin”] modules: [“crm”,“comunicaciones”] estimated_minutes: 4 last_reviewed: “2026-05-03”

Create a member segment

A segment is a saved query. Each time you open it, it recalculates with members that match the conditions at that moment.

TL;DR

CRM → Segments → New, add AND/OR filters, see the preview and save.

Steps

1. CRM → Segments → New segment. 2. Give it a clear name (e.g. “Youth 18–25 north campus”). 3. Add filters: age, gender, campus, last attendance day, donated fund. 4. Combine with AND / OR. Each AND block is a required condition. 5. Watch the live count on the right. Tune until the universe matches your goal. 6. Save. The segment is now available in Communications and Reports.