Campaign Segmentation

There is a flow (called Contact_Insert/Update Salsa Campaign Segmentation) that automatically puts all contacts into several campaigns used for communication segmentation. The Salsa Segmentation parent campaign has 20 subcampaigns for various categories of contact segments. Whenever a contact is created or updated, this flow runs.

First it checks whether any of several fields have been changed, in order to only run the full flow when it is actually necessary. Those fields are:

Total Gifts Last N Days

Soft Credit Last N Days

Member Type (field on Contact, used if Recurring Donor or Workplace Donor is selected)

Interests (there is a campaign for each of the active Interest options)

Actions Taken Last 2 Years (count of Salsa Engage actions)

CAC Board Current (rollup indicating if this is a current member of the CAC board)

CAC Board Former (rollup indicating if this is a former member of the CAC board)

CAC Employee Current (rollup indicating if this is a current CAC employee)

CAC Employee Former (rollup indicating if this is a former CAC employee)

Record Tickle (Field is not used on page layouts. It is a checkbox to allow for intentional update of a record that will fire automation like this for test purposes)

If any of those fields are changed, then the flow works through a series of steps, one for each segmentation campaign. The steps all work functionally the same, so we will just use two as an example here:

1. Find the Salsa Segmentation campaign.

2. Find the Major Donor campaign that is child to Salsa Segmentation.

3. Find a campaign membership, if it exists, for this contact on that Major Donor campaign.

4. If Soft+Hard Credit Last N Days >= $1000 this is a Major Donor, so either create a campaign membership if one was not found in Step 3 or else move on to Step 6 because this person is already a member of the campaign.

5. If Soft+Hard Credit Last N Days < $1000, this is not a Major Donor. If a campaign member was found in Step 3, delete it. Otherwise move straight to Step 6.

6. Find the Current Donor campaign that is child to Salsa Segmentation.

7. Find a campaign membership, if it exists, for this contact on that Current Donor campaign.

8. If Soft+Hard Credit Last N Days > $0 this is a Current Donor, so either create a campaign membership if one was not found in Step 8 or else move on to Step 10 because this person is already a member of the campaign.

9. If Soft+Hard Credit Last N Days = $0, this is not a Current Donor. If a campaign member was found in Step 7, delete it. Otherwise move straight to Step 10.

10. Find the next campaign to evaluate....

All campaign member creations and deletions are actually done as the final step of the flow to avoid flow limits.