What is the Group Recipe Book?
The group recipe book is a set of group templates that can help you easily segment your audience within Feathr. We’ve included step-by-step guides on how to build some of the most common groups our customers use in Feathr.
What is a Group?
A Group in Feathr is an audience built from a set of saved filters that query your entire Community database. In other words, every Person record you've imported and any Person created by the Feathr Super Pixel. Groups are dynamic, so they update automatically as new Person records meet your filter criteria. You won't need to rebuild or refresh them manually.
Groups can be used across the platform, including for ad and email targeting, as Goals for your campaigns and as Exclusions for your campaigns. Keep in mind that Groups are connected wherever they're used, so if you edit a Group, those changes will apply everywhere that Group appears. You will see warnings in the app if editing your Group affects existing campaigns.
Your Community database is made up of people. As marketers, we will often build Groups that are defined by the source of the information on Person records.
Feathr Super Pixel Tracking
When a new visitor lands on a page with the Super Pixel installed, Feathr creates a Person record tied to a unique cookie ID.
Contact imports
Uploading a contact list creates new Person records for anyone not already in the database, or updates existing contacts with new information.
Form submissions
Filling out a Feathr form updates a Person record. The record was already created by landing on a Super Pixel tracked page.
Integrations
CRM, AMS, event, and fundraising platform integrations, such as Raiser's Edge NXT, can create new records.
Campaign activity
Ad engagement tied to a previously unknown contact can also generate a new record. Every ad impression served will be recorded on the record of the person that viewed it.
Navigate to the Group Builder
The universal first step for any recipe is to navigate to the Community section on the left side of your page, then Click +Add filter set:
Rather than building groups manually, you can try the Pixl Group Builder to intelligently set filters to automatically build the Groups you have in mind. Use plain language to describe the Group you want, and let Pixl do the rest. As with all AI powered features, be sure to review its work.
Table of Contents
- All People Group
- Full Site Audience Group
- Import & Tag Group
- Form Submission Group
- Conversion Pixel Groups
- CRM Donation Group
- Frequent Visitors Group
- Newsletter Sign-Ups, Form + Import Group
- Did Not Open Previous Email Group
- Campaign Engaged but Not Yet Converted Group
- Unsubscribed Contacts
- Clicked a Specific Link in an Email
- Confirmation Page with a Unique ID in the URL
Don't see a group that you think we should have a recipe for? Use this link to request a new recipe.
Group Recipes
All People Group
Purpose
This group includes everyone in your Feathr Community section. This will include records from all data sources.
Use Case
Use this group to cast the widest net of your existing person records.
Example Campaigns:
"Annual Conference Early Bird: Full Community"
"Brand Awareness Retargeting: Broadest Audience"
Steps
- Do not add a filter set
- Save as group
Group Filters Example:
Full Site Audience Group
Purpose
This group will include all traffic tracked by your Feathr Super Pixel on your website.
Use Case
Everyone who visits your website is a warm lead because they've purposely engaged with your organization. Re-engage with them to bring them back.
Steps
- + Add Filter Set
- Activity: URL Visited
- Filter Operator: Starts with
- Value: https://www.YOUR_DOMAIN.org (Copy/paste your URL from your browser when viewing your site to avoid typos and formatting issues)
- Save as Group
Group Filters Example:
Import & Tag Group
Purpose
This Group lets you target your Imported or Tagged people. Every contact import in Feathr is automatically saved as its own Group, and tagging an import lets you organize and later combine related lists.
Use Case
Imported people can be targeted by both digital ad campaigns or email campaigns.
Steps
- +Add Filter Set
- Activity: Tags
- Filter Operator: contains
- Value: [your tag(s)]
- Save as group
Group Filters Example:
Feathr Form Submission Group
Purpose
This Group is people who fill out a Feathr Form.
Use Case
People who fill out your forms are actively engaging with your organization. Nurture this audience moving forward with your campaign of choice.
Steps:
- +Add Filter Set
- Activity: Form
- Filter Operator: is
- Value: [Your Form Name]
- + "add rule to this filter"
- Activity: Activity Type
- Filter Operator: is
- Value: Submitted Form
- Save as group
Group Filters Example:
Conversion Pixel Groups
Purpose
This Group isolates the people who've completed a conversion.
Use Case
This Group can be used in ad or email campaigns to re-engage individuals that have already converted at least once in the past.
Steps
The steps below outline building a group around a single conversion pixel. However, adding additional filters, using OR logic, and selecting additional conversion pixels can compile a robust group or converted people.
- +Add Filter set
- Activity: Conversion Pixel
- Filter Operator: is
- Value: [Your Conversion Pixel]
- Save as group
Group Filters Example:
CRM Donation Group
Purpose
This is a Group of people who have previously given to your organization.
This Group requires providing Feathr with information from your CRM. This can be either through regularly importing custom data manually or through a direct integration, such as with Raiser's Edge NXT.
Use Case
Use this group as a target audience for ad or email campaigns.
Steps
Note: The steps and example below use a custom number field called Total Donation that is mapped to an external CRM.
- +Add Filter Set
- Person Attribute: Total Donation (custom field)
- Filter Operator: is greater than
- Value: [dollar value]
- Save as group
Group Filters Example:
Frequent Visitors Group
Purpose
This Group identifies your most engaged website visitors.
Use Case
This Group can be the target for ad campaigns looking to nurture or drive conversions.
Steps
- +Add Filter Set
- Activity: Times Seen
- Filter Operator: is greater than
- Value: 100 [adjust based on your relative website traffic]
- Save as group
Group Filters Example:
Newsletter Sign-Ups, Form + Import Group
Purpose
This group contains newsletter subscribers that come from one or more sources, and you want a single, unified audience to target or report on.
Use Case
This group can be used as a target for your email campaigns.
Steps
- +Add Filter Set
- Activity: Activity Type
- Filter Operator: is
- Value: Submitted form
- + "add rule to this filter"
- Activity: Form
- Filter Operator: is
- Value: [your form name]
- +Add filter set
- Person Attribute: Tags
- Filter Operator: contains
- Value: [Your Import Tag]
- Save as group
Group Filters Example:
Did Not Open Previous Email Group
Purpose
This Group recipe isolates people who received an email but never opened it.
Use Case
Use this group as a target audience for emails.
Steps
- People Matching All of the following filters
- +Add Filter Step
- Activity: Campaign
- Filter Operator: is
- Value: [Email Campaign Name]
- + "add rule to this filter"
- Activity: Activity Type
- Filter Operator: is
- Value: Was sent email
- +Add Filter Set
- Excludes
- Activity: Campaign
- Filter Operator: is
- Value: [Same Email Campaign Name as above]
- + "add rule to this filter"
- Activity: Activity Type
- Filter Operator: is
- Value: Opened Email
- Save as group
Group Filters Example:
Campaign Engaged but Not Yet Converted Group
Purpose
This group captures people who have engaged with a previous campaign, like an ad view or email touch, while excluding anyone who's already converted.
Use Case
You can use this audience as a target for your ad campaigns. This audience is perfect for "last chance" style messaging.
Steps
- People Matching All of the following filters
- +Add Filter Step
- Activity: Campaign
- Filter Operator: is
- Value: [Your Campaign Name]
- +Add Filter Set
- Excludes
- Activity: Conversion Pixel
- Filter Operator: is
- Value: [Your Conversion Pixel Name]
- Save as group
Group Filters Example:
Unsubscribed Contacts
Purpose
This group gives you visibility on total numbers of unsubscribed people in order to gauge whether your email strategy is succeeding.
Use Case
This group is primarily for internal visibility into the numbers of unsubscribed people. While you are unable to reach out to these people through email, you can still target them with ad campaigns.
Steps
- +Add Filter Set
- Activity: Unsubscribed from email
- Filter Operator: is
- Value: True
- Save as group
Group Filters Example:
Alternatively you can narrow down to only people unsubscribed to particular Projects.
Steps
- +Add Filter Step
- Activity: Unsubscribed from project
- Filter Operator: contains
- Value: [Project Name]
- Save as group
Example:
Clicked a Specific Link in an Email
Purpose
This Group identified people who showed interest in a particular link within an email you sent.
Use Case
People who engage directly with links in your emails are highly engaged with your content. Continue to nurture these people with ad and email campaigns.
Steps
- +Add Filter Step
- Activity: Campaign
- Filter Operator: is
- Value: [Email Campaign Name]
- + "add rule to this filter"
- Activity: Link Target
- Filter Operator: is
- Value: [Link URL]
- + "add rule to this filter"
- Activity: Activity Type
- Filter Operator: is
- Value: Clicked Email
- Save as group
Group Filters Example:
Confirmation Page with a Unique ID in the URL
Purpose
This Group will track event registration completions, ticket purchases, or any confirmation flow where each person lands on their own uniquely generated URL. It solves the problem of confirmation pages that include a unique ID per registrant, which makes a standard URL filter impossible. It uses a wildcard to match the confirmation page regardless of that changing ID.
Example URL: https://exampleevent.com/Conference2028/registrant/8675309/Confirmation/
"8675309" is the unique ID for that specific registrant, and this number will be different for every person who registers.
Use Case
Converted people are your most valuable relationships, and follow up their conversion with ads or emails. =
Steps
Note: The wildcard asterisks in the Value step.
- Activity: URL Visited
- Filter Operator: matches pattern
- Value: [https://exampleevent.com/Conference2028/registrant/*/Confirmation/]
- Save as group
Group Filters Example:
Help
Don't see a group that you think we should have a recipe for? Use this link to request a new recipe.
Need help creating a group that might not be useful as a recipe? Chat with support and we are happy to help you build your group.