In this example we are setting out to find the following information:

All people who have donated last month, who have donated more than £5 and who have consented to receive emails.

The data we need to create this segment sits across both the Donations data-type and the People data-type as follows:

As such, we will need to chain two segments together to get the segmentation we need. One segment to find donations of the correct amount during the correct time-frame, and a second segment to find the donors connected to those donations who also have the correct marketing consents.

Firstly we create our Donations segment. For a step-by-step guide to building segments, see this article.

In this example, our segment finds all donations made during February 2023 using the Donation Made date field where the Amount field is At Least £5.

We have called this segment February Donations.

Secondly we create our Donors segment.

In this segment, we have first used the Donations > Donor field where the donations are in the February Donations segment we created a moment ago, and where the person has checked the newsletter opt-in.

We now have a list of people segmented based on their donation history and marketing consents.