Wave CRM EDM Segmentation Tutorial (Part 2) | Admin Setup, Categories & Communication Preferences

Discover how to fully manage EDM segmentation inside Wave CRM from the admin perspective. In Part 2 of this EDM Segmentation series, Sandy walks through how administrators can create communication categories, manage subscriber preferences, control member subscriptions, and build segmented EDM campaigns inside Wave CRM. This tutorial covers everything from communication preference management through to creating campaigns, assigning categories, handling private categories, recipient filtering, archiving campaigns, and restoring categories. If you want to improve email engagement while giving members and subscribers better control over what they receive — this is the setup guide for you. ⸻ 🚀 What You’ll Learn In This Video 📧 Communication Preferences & Subscriber Controls • Managing subscriber category preferences • Editing subscriptions from the admin portal • Understanding account-level vs user-level preferences • Handling global unsubscribes • Quickly accessing subscriber communication settings ⸻ 👥 Member & User-Level Segmentation • Editing communication preferences for members • Managing subscriptions at both account and user level • Updating segmentation preferences for multiple users • Re-subscribing members to EDM categories ⸻ 🏷️ Creating EDM Categories • Creating new EDM segmentation categories • Public vs private categories explained • Building categories for: • Promotions • Events • Newsletters • Member benefits • Industry updates ⸻ 📨 Building Segmented EDM Campaigns • Creating campaigns inside categories • Using the EDM builder • Adding recipient lists • Understanding recipient exclusions • Managing opted-out users automatically • Scheduling EDM sends ⸻ 📂 Campaign & Category Management • Archiving categories • Reassigning campaigns between categories • Restoring archived campaigns • Moving EDMs between categories • Organising communication workflows ⸻ 🌊 About Wave CRM Wave CRM is an all-in-one CRM, membership management, and event management platform designed for associations, chambers of commerce, member organisations, and communities. Manage memberships, events, communications, invoicing, reporting, automation, and EDM campaigns all in one platform. Learn more about Wave CRM: https://wavecrm.com.au ⸻ 👍 Like the video 🔔 Subscribe for more Wave CRM tutorials & feature updates 💬 Drop your questions or feedback in the comments ⸻ 📌 Video Chapters 00:00 Introduction to EDM Segmentation Part 2 00:22 Admin Overview & Communication Preferences 01:06 Managing Subscriber Categories 02:05 Editing Subscriber Preferences 02:51 Subscriber Profile & Quick Access Controls 04:11 Managing Member-Level Segmentation 04:54 Editing User-Level Preferences 05:29 Handling Global Unsubscribes 06:36 Email Campaign Categories Overview 07:15 Creating New EDM Categories 07:48 Public vs Private Categories Explained 08:37 Creating a New Campaign 09:12 Campaign Setup & EDM Builder 10:01 Adding Recipients & Segmentation Filtering 11:22 Archiving Categories 12:01 Reassigning Campaigns Between Categories 12:55 Restoring Archived Categories & Campaigns 13:24 Wrap Up