I’m Like You: How to Segment Voter Contact Lists

Published on
August 31, 2024

Voter segmentation is the process of organizing your contact list into targeted voter groups so every outreach call uses a tailored script that actually moves votes. Why do we segment contact lists? The goal is to sort people by their likelihood to support, persuade, or turn out for your candidate or cause – and speak to them based on that information.

Most campaigns stop at basic voter segmentation: age, gender, and broad labels like “supporter,” “undecided,” or “not interested.” 

Hybrid voter segmentation takes this a step further by combining policy attitudes, income or class, and ethnicity, so you speak to the whole voter instead of just one demographic label. 

When you design your political phonebanking scripts around these hybrid segments, volunteers can quickly pivot between policy and community ties to make every voter feel, “This candidate is like me.”

Hybrid voter segmentation typically involves:

  • Using multiple data sources (voter files, CRM, donation history, surveys, and other consumer data).
  • Combining attitude data (e.g., supports a specific policy), behavior data (e.g., donates to Democrats), and demographic data (e.g., age, gender, race, income).

In this article, we examine hybrid voter segments in America and show how to segment contact lists to match multiple aspects of a voter’s worldview while still focusing on their primary issue.

Read More: How to Make Your Voter Outreach Boost Every Kind of Voter Bloc

Before you segment contact lists: Candidate profile

Segment contact lists to appeal to voters with sample candidate

Representative image. Source: Pixabay

For the sake of this article, we shall create a candidate for the elections. Mary is a 50-year-old woman of mixed heritage from Boston with a middle-class background. 

The child of blue-collar workers, she was a college professor who was always active in politics and is standing in the race for the first time.

Why voter segmentation matters in elections

“How much do you like me?” is a fundamental question that is the foundation of every election. This can be affected by any number of factors. Some of these are wildly out of your control, and many are often baffling. 

There have been cases of politicians losing votes because of how they ate a hot dog, how much they sweated during a televised debate if they had a regional accent, or even one horrible moment of misjudgment where they made a funny sound on stage. 

Assuming our candidate, Mary, manages to eat hot dogs properly and resists the urge to yell ‘Yahoo!’ on stage, how much a swing voter likes her will depend entirely on her ability to effectively reach out to them. 

How to Segment Contact Lists

Image: Pew Research poll on candidate likeability. Source  

Consider this Pew research: “66% of US adults say it is extremely or very important that candidates share their views on political issues.” 

That sounds good – people will vote for whoever stands for their issues. Mary’s team can call them through phonebanking, and even a simple script mentioning Mary’s policy positions would swing the election in her favor. 

Phonebanking script for issue‑based voter segments

  • “Good evening! I am calling on behalf of Mary. If you support her, can I list some major policy positions she promises to enact? 
  • “Yes, go ahead.”
  • “Excellent. So Mary supports passing bill 332b to strengthen universal insurance, is looking to end homelessness through low-cost housing, and will help bring the constitution out of the hands of activist judges.”

Say thank you and end the call. Job done? Hardly.    

However, we must assume at least half of these people will vote for the other side. 

So technically, only close to 35% of the voters would vote for Mary if her policies were the only criteria. 

This is where the hybrid criteria kicks in. 

According to Pew, 20% of ‘lower income’ Americans care strongly if their candidate is from a similar economic class. 

So Mary will have to have a second segment among her voters, for those from this economic class. And the script will have to highlight this aspect of her life. 

Phonebanking script for working‑class and low‑income voter segments  

  • “Good evening! I am calling on behalf of Mary. May I share how watching her father come home from long shifts in the coal mine inspired her to back policies that help this backbone of America?”
  • “Yes, go ahead.”
  • “Excellent. So Mary supports passing bill 332b – which includes a provision to help workers get higher insurance, wants to help those who cannot afford a down payment for a home, and will help ensure American rights are always enshrined in the constitution.”

Note: While Mary’s position on these policies remains unchanged, segmentation allows Mary’s volunteers to highlight how her personal life has influenced her views on them.  

In America, policy and income remain the ‘big’ topics for voter segmentation. But just these two alone cannot swing the entire election. We must also consider the candidate’s ethnic background. 

Mary comes from a mixed heritage—Black and Indian—and her outreach must differentiate between ethnicities to have a larger impact. 

Hybrid voter segmentation by ethnicity and community

For example, only 5% of white voters say they ‘strongly’ care about a candidate’s ethnicity. So, for white voters, Mary can focus on policy and her economic background, which affects their voting habits. 

But when it comes to Black voters, 25% say the candidate’s ethnicity ‘extremely’ affects how they vote. So, further tweaks to the outreach should be reflected in scripts that volunteers use when reaching out to the Black community while keeping in mind the first two considerations—policy and income. 

Sample phonebanking script: Appealing to community ties 

  • “Good evening! I am calling on behalf of Mary, the daughter of a renowned pillar of the Black community and organizer, Mrs Alexandra Aaliyah. May I share how helping her mother agitate in her youth taught her what policies the black community needs? 
  • “Yes, go ahead.”
  • “Excellent. So Mary supports passing bill 332b – which will ensure insurance payments can be deferred without losing the policy, wants to ensure affordable homes are as easily available for Black America as for the rest, and will help ensure the rights protected by the constitution remain unchanged.”

Interestingly, while you might imagine the third big segmentation for contacts should be gender, most American voters do not care about the gender of their elected officials. According to Pew, barely 5% of men and 7% of women say their vote is affected by the gender of the person standing for the election. 

But religion is another ball game. Relatability comes from sharing a common deity and form of worship. 

How to Segment Contact Lists - pew research on religion

Image: Pew Research poll on candidate likeability based on religion. Source  

26% of Black protestants would vote for one of their own, while a whopping 40% of White Evangelicals prefer someone who shares their religion. About 20% of Catholics feel the same. 

Mary is not a Catholic or an evangelical. So, her volunteers will have to focus on her Protestant beliefs when appealing to Black voters so she can have the maximum impact. 

She will also have to push her policies and economic background more among White voters. 

Phonebanking script for religious voter segments 

  • “Good evening! I am calling on behalf of Mary, a regular at the local River of Life Christian Church. May I share how her policies can give the community what it needs? 
  • “Yes, go ahead.”
  • “Excellent. As our pastor is so fond of saying, “For if they fall, one will lift his fellow.” So Mary supports passing bill 332b – which seeks to ensure those without aid still have insurance. Mary also wants to ensure those who wish to build community can buy homes easily, and will help ensure our rights, as granted by God, remain untouched.”

While the examples mentioned above are a bit on the nose, the reality is that no person is an island. 

Now that we have three levels of hybrid segmentation, let’s look at the kind of segmentation Mary will need: base voters for her party, their ethnicity, and their income levels. 

So, Mary must blend all segments to form a proper pitch, maximizing a sense of belonging, understanding, and community among her voters. 

Let us consider an example of blending multiple samples so that most voters can say – ‘She is like us.’  

Who are we calling: A black woman from a low-income family who attends church regularly.

 Sample phonebanking script: Multi-factor appeal to voters 

  • “Good evening! I am calling on behalf of Mary, the daughter of renowned Black community pillar and organizer, Mrs Alexandra Aaliyah. May I share how her policies can bring the community what it needs? 
  • “Yes, go ahead.”
  • “Excellent. As our pastor from the local River of Life Christian Church is so fond of saying, “For if they fall, one will lift up his fellow.” So Mary supports the passing of Bill 332b, which seeks to ensure that those without aid still have insurance despite their job status. Mary has spent many days watching her father, who worked in a coal mine, struggle to get his family what they need, and she knows what makes the difference. 
  • Mary also wants to ensure that those who wish to build communities can buy homes easily, with low down payments. Mary will push for this until homeownership in Black communities matches that in other communities. 
  • Mary considers the Constitution sacred. She will ensure that American rights, including the rights of women, are enshrined in the Constitution despite activist judges.  

As mentioned before, always remember that no voter votes in isolation from all issues. This is why your volunteers must have a dynamic script – which they can navigate as issues arise. 

Few people are going to listen to a long script. Mary’s volunteers will have to jump from issue to issue as the voters answer or reveal their preferences. 

While one is never sure how an election swings, at least Pew Research shows that if Mary can show she is like her voters, they will (for the most part) vote for her. So let’s ensure we segment contact lists at least three deep – on how much we are like them. 

What is hybrid voter segmentation in political campaigns?

Hybrid voter segmentation is the practice of grouping voters using multiple factors at once—such as policy attitudes, income or class, ethnicity, and religion—so campaigns can speak to the whole person instead of just one demographic label

Why is hybrid voter segmentation better than basic segment contact lists?

Basic segmentation only looks at simple traits like age, gender, or “supporter vs undecided,” while hybrid segmentation layers attitudes, behavior, and identity, making scripts more relevant and persuasive to each voter.

How can I use segment contact lists to improve my phonebanking scripts?

You can write different scripts for each hybrid segment (for example, low‑income policy‑focused Black churchgoers) and train volunteers to pivot between policy, biography, economic background, and community ties based on how the voter responds.

What data do I need to build hybrid segment contact lists?

Campaigns typically combine voter files, CRM records, donation history, survey responses, and other consumer data to capture attitude data (issues), behavior data (donations, volunteering), and demographic data (age, race, income, religion).

Vinayak Hegde Linkedin
Vinayak Hegde is a content marketer who has been covering non-profits, changemakers, and advocacies for over six years. His experience includes all forms of digital content creation, including text, audio, and video.