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Nonprofit Techies
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Trigger-Based vs. Segment-Based Journeys: Which is Right for your Nonprofit?

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Brandon_Antoine
Iron Contributor
May 27, 2025

Unlock the Secrets to Effective Nonprofit Marketing!

Understanding how to effectively engage your audience is crucial. Two popular strategies are trigger-based and segment-based journeys. Both have their unique advantages and can be tailored to meet the specific needs of your organization. Let's dive into what each approach entails and how they can benefit your nonprofit.

Journeys

Journeys in Dynamics 365 refer to the automated paths that guide customers through various stages of engagement with your organization. These journeys can be simple, like a single email campaign, or complex, involving multiple touchpoints and interactions.

In Dynamics 365, journeys are a feature of Customer Insights. This tool helps you visualize and automate the customer journey, ensuring that each interaction is timely and relevant. There are two main types of journeys:

  1. Trigger-Based Journeys
  2. Segment-Based Journeys

Trigger-Based Journeys

Trigger-based journeys are designed to respond to specific actions or events in real-time. These triggers can be anything from a donor visiting your website, signing up for a newsletter, or clicking on an email. The key advantage of trigger-based journeys is their ability to react immediately to these actions, providing timely and relevant communication.

Benefits of Trigger-Based Journeys:

  1. Real-Time Engagement: Respond to actions as they happen, increasing the likelihood of conversion.
  2. Personalization: Tailor messages based on individual behaviors, making your communication more relevant.
  3. Efficiency: Automate responses to common triggers, saving time and resources.

Example

Imagine a donor visits your website and fills out a form on your latest project. A trigger-based journey could automatically send a follow-up email thanking them for their interest and inviting them to a webinar on the same topic.

Segment-Based Journeys

Segment-based journeys focus on grouping your audience into segments based on shared characteristics or behaviors. These segments can be based on demographics, donation history, engagement levels, and more. The goal is to create targeted campaigns that resonate with each specific group.

Benefits of Segment-Based Journeys:

  1. Targeted Messaging: Craft messages that speak directly to the interests and needs of each segment.
  2. Strategic Planning: Develop long-term campaigns that address the unique characteristics of each group.
  3. Improved ROI: By focusing on specific segments, you can allocate resources more effectively and see better results.

Example

You might create a segment for long-term donors who have contributed over $500 in the past year. A segment-based journey could include a series of emails highlighting the impact of their donations and inviting them to exclusive events.

Choosing the Right Approach

Both trigger-based and segment-based journeys offer valuable tools for nonprofit marketing. The choice between them depends on your organization's goals, resources, and the nature of your audience.

  • Trigger-Based Journeys are ideal for real-time engagement and personalized communication. They work well for organizations looking to respond quickly to donor actions and maintain a dynamic interaction.
  • Segment-Based Journeys are better suited for strategic, long-term planning. They allow for deeper analysis of donor behavior and more tailored messaging.

Conclusion

Incorporating both trigger-based and segment-based journeys into your marketing strategy can provide a comprehensive approach to engaging your audience. By understanding the strengths of each method, you can create more effective campaigns that drive support and foster lasting relationships with your donors.

Additional Resources

  1. Create a trigger-based journey - Dynamics 365 Customer Insights
  2. Understanding the flow of a journey - Dynamics 365 Customer Insights
Updated May 01, 2025
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