Engage Groups allow you to segment your supporter records and divide them into distinct units. Creating smaller, flexible lists of supporters within your full supporter list allows you reach out to specific groups with messages just for them. For example, you may need a Group of all supporters who have signed up to receive your newsletter that automatically updates whenever someone submits your Sign-up Form, or you may need to suppress a group of employees from receiving your fall appeal email.

Learn how to create your supporter groups here. Learn how to find a supporter's groups here.

Group Types

Engage features the following types of groups:

Static groups include only supporters that you add or remove manually.
Mailing lists are a kind of static group that supporters can opt-in to and receive mailings targeted to that mailing list topic. You can give supporters the option to opt-in to Mailing List groups by adding a Mailing List Opt-In Element to your forms. Supporters may be able to opt themselves in by changing their Subscription Management preferences as well.
CRM groups are created in Salsa CRM and synced to Salsa Engage but are managed by Salsa CRM.
Dynamic groups are predefined groups that populate automatically every 24 hours with...
- Supporters matching the results of an attached Supporter Query.
- Supporters identified to populate built-in or SMART Groups.

Reorder Mailing List Groups

When you click on the Mailing Lists tab, the groups are in no particular order. This order is the order in which supporters will see the Mailing List groups on your forms in the Mailing List Opt-In element.

If you wish to change the order in which the groups are displayed on the Opt-In element...

Click the Reorder Groups button.
Drag and drop the rows to the order you prefer.
Click Cancel to suspend any changes. Click Save Reordered Groups to maintain your changes.

Dynamic Built-in or SMART Group Definitions

Group Name	Group Definition
Donor Subscribers	Supporters who are subscribed to receive email and have made at least one donation ever.
Emerging Donors	Supporters who average up to $35 per donation and have made a donation up to $100 at least once.
Has Made a Donation	Supporters who have made at least one donation.
Has Never Made a Donation	Supporters who have never submitted a donation form for themselves.
Has Never Signed a Petition	Supporters who have never submitted a petition form.
Has Signed a Petition	Supporters who have submitted a petition form.
High-level Donors	Supporters who average at least $50 per donation and have made a donation of $500 or more in the past.
Mid-level Donors	Supporters who average at least $35 per donation OR have made donations of at least $100 and at least $500 in the past.
No Activity in 30 Days	Supporters... Not created within the last month nor updated their email subscription within the last month; OR Have never submitted any activity form, nor opened or clicked a link in any email blast; OR Have not submitted any activity form, nor opened or clicked a link in any email blast in the last 30 days.
No Activity in 90 Days	Supporters... Not created within the last month nor updated their email subscription within the last month; OR Have never submitted any activity form, nor opened or clicked a link in any email blast; OR Have not submitted any activity form, nor opened or clicked a link in any email blast in the last 90 days.
No Activity in the Last Year	Supporters... Not created within the last month nor updated their email subscription within the last month; OR Have never submitted any activity form, nor opened or clicked a link in any email blast; OR Have not submitted any activity form, nor opened or clicked a link in any email blast in the last 365 days.
Non Donor Subscribers	Supporters who are subscribed to receive email and have never made at least one donation.
Smart Segment: Potential Major Donors	There is a good chance the supporters in this group have the capacity and inclination to make a gift of $1,000 or greater.
Smart Segment: Potential Mid-Level Donors	There is a good chance the supporters in this group have the capacity and inclination to make a gift of $400 or greater.
Social Subscribers	Supporters who are subscribed to receive email and have at least one social handle filled in on their account, such as Facebook, Linkedin, or Twitter.
Source is a Fundraising Form	Supporters who first interacted with you via fundraising form.
Source is a Petition Form	Supporters who first interacted with you via petition form.
Source is a Sign-up Form	Supporters who first interacted with you via sign-up form.

Group Insights

Find out which groups lead or trail behind others in the following categories:

Group Size
Most Used
Open Rate
Click Rate
Donation Rate
Total Dollars
Dollar Average