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Getting startedGetting started

  • Connect a payment gateway
  • Embed the donation form on your website
  • Invite your team and set roles

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  • Which payment gateway should I use?
  • Set up recurring giving
  • Let donors cover processing fees

Donors & dataDonors & data

  • Import your donors from a CSV
  • Find and merge duplicate donors
  • Segment donors for a campaign

Receipts & taxesReceipts & taxes

  • Generate year-end tax summaries
  • Customize your receipt branding

Account & securityAccount & security

  • Enable two-factor authentication
Help center/Donors & data/Segment donors for a campaign

Segment donors for a campaign

Donors & data · 3 min read

Target the right supporters using tags, giving history, recency, and fund interest.

Segments let you send the right message to the right people instead of blasting your whole list. You can build them from tags, recency, frequency, lifetime giving, fund interest, or last-gift date.

Build a segment

Open Segments and add criteria, for example, 'gave in the last 12 months' and 'tagged: gala'.

Preview the audience size, then use the segment to power an email campaign or an export.

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More in Donors & data

  • Import your donors from a CSVBring your existing donors and giving history over with smart column mapping and duplicate detection.→
  • Find and merge duplicate donorsKeep one clean record per supporter so giving totals and receipts stay accurate.→
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