Create a segment by filtering patron data

You can segment patrons based on their data to send targeted marketing messages to specific patron groups. When filtering the audience, you can create dynamic segments that are automatically updated when patrons no longer meet the defined criteria.

This approach eliminates the need to export patron data from another system and import it into Promote.

To create a segment by filtering patron data

1. Navigate to the People tab on the Audience page.

2. Select Expand Filters next to the search bar.
   All available filter options are displayed.
   

3. Apply the desired filters to define which patrons will be included in the segment.
   The following filter options are available:
   

   • Patron Types / Patron Codes - Filters by the patron's P-type (Sierra) or P-code (Polaris).

   • Home Library - Filters by the patron's home library location.

   • Marketing Tags - Filters by the marketing tags assigned in the records.

   • Contact Method - Filters by the contact method assigned in the patron's record.

   • Number of checkouts - Filters based on the patrons' current number of checkouts, using Greater Than, Equal To or Less Than conditions.

   • Expiration Date - Filters by the expiration date of the patron's library card.

   • Cardholder Creation Date - Filters by the date the patron's record was created.

   • Date of Latest Activity - Filters by the most recent activity recorded in Sierra (CIRCACTIVE or Last Circ Activity) or Polaris.

   • Contact Language - Filters based on the patrons' preferred contact language.

4. In the Combination Operator section, choose how the filters are going to be applied:

   • ALL - Returns records that meet all selected filter criteria.

   • ANY - Returns records that meet at least one selected filter criterion.

   • EXCLUDE - Returns records that do not meet the selected filter criteria.

5. Select Apply Filters.
   The list of patrons who meet the filter criteria is displayed.

6. Select Create New Segment.
   A new window is displayed.

7. Select Continue to confirm your selection.

8. Provide a name for the new segment, and click Create Segment.
   A confirmation message is displayed.

9. Select Finish.
   The segment is automatically updated over time, with records added or removed based on the selected filter criteria.

Once a patron segment has been created, you can see it in the Segments tab.