WayCool changelog
Smart Segments — Turn Any View Into a Reusable Audience
Every team already knows how to find the people they care about — they just do it by hand, over and over. Smart Segments turn that repeated work into something you build once and reuse everywhere.
Start on any grid, filter live data down to exactly the people you mean, and save it as a segment. That segment becomes a living audience: it stays current as your data changes, and it powers far more than a single list.
What's new
Filter live, right on the grid: narrow any list by the fields that matter, and see results update as you go.
Save a view as a segment: capture the filter once and give it a name your team will recognize.
Reusable everywhere: the same segment drives reports, communications, and notifications — no rebuilding the audience each time.
The shared data engine: because Give, Care, and Serve share one data model, a segment can reason across giving, care, and service history together.
Why it matters
Less repetitive filtering and fewer one-off exports.
The people in a segment stay current automatically.
One audience definition, reused across the whole platform.
How to try it
Open any record grid.
Apply the filters that describe the group you want.
Save the view as a segment and give it a clear name.
Reuse it wherever you send communications, build reports, or set up notifications.