Audience Segmentation
Target the right supporters with the right message at the right time. Advanced filtering, behavioral scoring, and real-time dynamic segmentation.
Segmentation Capabilities
Powerful filtering and scoring tools to identify and target your most valuable supporter segments.
Advanced Filtering
Create segments using 50+ criteria: donation history, engagement level, event participation, demographics, custom fields, and more.
Behavioral Scoring
Automatic engagement and loyalty scoring based on conversation patterns, donation frequency, response rates, and interaction quality.
Real-Time Updates
Segments update dynamically as supporter behavior changes. No manual list management - always targeting the right people.
Multi-Layer Segmentation
Combine multiple criteria with AND/OR logic. Include/exclude nested segments for precise targeting.
Types of Segments You Can Build
Combine demographic, behavioral, donation, journey, engagement, and time-based criteria for precision targeting.
Demographic Segments
Age, location, language, gender, occupation
Behavioral Segments
Engagement history, response patterns, channel preferences
Donation-Based Segments
Giving history, amounts, frequency, recency, lifetime value
Journey-Based Segments
Program participation, event history, journey completion
Engagement Segments
Loyalty scores, sentiment trends, conversation quality
Time-Based Segments
Recency of actions, anniversary dates, campaign timing
Behavioral Scoring & Loyalty Metrics
Automatic scoring based on supporter behavior, donation patterns, and engagement quality.
Engagement Score
Frequency and quality of interactions (messages, clicks, responses)
Loyalty Score
Donation consistency, tenure, program participation, advocacy
Sentiment Trend
Rolling average of sentiment in conversations over time
Response Likelihood
Predicted probability of responding to next touchpoint
Segmentation in Action
See how charities use advanced segmentation to drive targeted campaigns and improve outcomes.
Lapsed Donor Reactivation
Donated 6-18 months ago + High engagement score + No recent contact
Personalized re-engagement journey highlighting impact since last gift
22% reactivation rate vs 8% with broad appeals
Major Gift Prospect Identification
Lifetime value $5000+ + Positive sentiment + Regular responder
Personal outreach from fundraising team for planned giving conversation
45% conversion to major gift pipeline
Event Participant Upgrade
Completed P2P event + Exceeded fundraising goal + Active on social
Invitation to team captain role or ambassador program
35% accept leadership role
Declined Payment Recovery
Monthly donor + Payment failed + Previous reliable giver
Gentle reminder with one-click update link, emphasizing appreciation
68% successful recovery
How Segmentation Works
From segment creation to campaign launch in five steps.
Define Segment Criteria
Use visual builder to select filters, combine conditions with AND/OR logic, and set thresholds.
Preview Audience Size
See real-time count of supporters matching your criteria. Refine filters to adjust segment size.
Apply Behavioral Scoring
Layer on engagement scores, loyalty tiers, or sentiment trends for additional precision.
Save & Monitor
Save segment for reuse. Segment updates automatically as supporter behavior changes.
Launch Targeted Journey
Use segment as audience for journey launch. Track performance by segment over time.