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Pathways: Creating an Audience from a Report

How to create a Pathways audience while viewing an Insights report.

 

Creating Audiences from Reports Using Avid's Pathways Tool

One of the most efficient ways to create an audience is directly from the Insights tool while analyzing your reports. If a particular segment stands out—such as reactivated donors—you can quickly save that audience and push it to your marketing platforms with just a few clicks.

Identifying Key Audiences from Reports

  1. Navigate to the Overall Program Performance Report (or any other report inside Avid’s Insights tool).

  2. As you review your data, pay attention to key segments that stand out.

  3. For example, if you notice a spike in reactivated donors, you might decide to run a targeted campaign to keep them engaged and ensure long-term retention.

Exploring a Segment in Depth

  1. Hover over the chart or segment that interests you.

  2. Click the Explore button to refine all the charts on the page based on that specific segment.

  3. Scroll to the top of the page to view the selected donor segment in the header.

Saving and Pushing an Audience

Once you’ve refined your view, you have two immediate actions available:

Option 1: Save the Audience for Future Use

  • Click the Save Audience button to store this segment inside your Pathways tool for future targeting.

Option 2: Push the Audience to an External Platform

  1. Click Push Audience.

  2. Assign a name to the audience.

  3. Click Confirm and select the Pathway (e.g., Facebook Ads, email platform, CRM).

  4. Click Review and Confirm to finalize the audience push.

Why This Matters

This feature enables you to seamlessly transition from insight to execution without manually exporting and reformatting data. By leveraging Avid’s Pathways tool, you can instantly take action on the latest donor insights, ensuring your campaigns are precise, timely, and effective.

Next Steps

  • Explore reports in the Insights tool and identify key audiences.

  • Use the Explore button to refine and analyze audience segments.

  • Save or push audiences to your marketing platforms for real-time campaign execution.

With just a few clicks, you can transform donor insights into actionable campaigns, improving engagement and fundraising results effortlessly.

 

Ready to Keep Learning? Check out the next article on Scorecard: Understanding the State of Your Fundraising Program »