Segmenting donors for targeted campaigns

Purpose

1.1. Automate segmentation of donors to create targeted, personalized fundraising campaigns and event invitations.
1.2. Automated grouping leverages donation history, engagement level, event participation, demographic data, and communication response metrics.
1.3. Automating identifies high-value donors, first-time contributors, lapsed donors, and regional clusters, enabling precise outreach and optimized campaign ROI.

Trigger Conditions

2.1. New donation entered into CRM or donation portal.
2.2. Weekly schedule to re-analyze donor segments.
2.3. Donor engagement changes (e.g., event attendance, email click).
2.4. Automated API webhook from payment or CRM system.
2.5. Updates to donor attributes (location, giving capacity, interest area).

Platform Variants

3.1. Salesforce Nonprofit Cloud
• Feature/Setting: Flow Builder for automated segmentation rules, List Views for groups.
• Example: Automatedly trigger flow on new Lead record to assign segment using custom fields/criteria.
3.2. Microsoft Dynamics 365 Sales
• Feature/Setting: Power Automate, Dynamic Marketing Lists.
• Example: Automatedly segment donors based on donation patterns using Power Automate triggers and conditional queries.
3.3. Zoho CRM
• Feature/Setting: Blueprint automation, Workflow Rules.
• Example: Automate donor tag assignment and campaign enrollment on record update.
3.4. HubSpot
• Feature/Setting: Active Lists, Workflows for segmentation.
• Example: Automated enrollment in targeted workflows based on donation frequency property.
3.5. Mailchimp
• Feature/Setting: Segments and Tags API, Automation builder.
• Example: Automate tagging donors by giving amount, triggering targeted drip emails.
3.6. Constant Contact
• Feature/Setting: List Segmentation Tool, Automation triggers.
• Example: Automated creation of new email lists for donors by event participation status.
3.7. Classy
• Feature/Setting: Campaign Segmentation, Data Export/Import API.
• Example: Automatedly segment and export donors for custom appeals.
3.8. Donorbox
• Feature/Setting: Zapier API, Donor profiles filtering.
• Example: Automate adding new donors to appropriate segments by donation campaign.
3.9. Blackbaud
• Feature/Setting: Raiser’s Edge NXT Query, Automation API.
• Example: Automated query runs weekly to refresh donor segments tied to mailing lists.
3.10. Givebutter
• Feature/Setting: Campaign Data Exports, Webhook triggers.
• Example: Automate pushing segmented donor data to marketing platform.
3.11. Airtable
• Feature/Setting: Automated Views, Scripting Automation.
• Example: Automate donor segmentation based on attendance field using scheduled scripts.
3.12. Google Sheets
• Feature/Setting: Apps Script Automation, Google Forms integration.
• Example: Automated formula-based segmentation for donors filling out feedback forms.
3.13. Twilio
• Feature/Setting: Messaging API, Studio Flows for segment-specific campaigns.
• Example: Automatedly send SMS only to premium segment for special events.
3.14. Brevo (formerly Sendinblue)
• Feature/Setting: Contact Segmentation, Automation API.
• Example: Automated segment assignment and scheduled campaign launch by donor activity.
3.15. ActiveCampaign
• Feature/Setting: Contact Tagging and Segmentation Automation.
• Example: Automate applying tags on activity triggers for workflow-based follow-ups.
3.16. Slack
• Feature/Setting: Workflow Builder, Incoming Webhooks.
• Example: Automated notifications to staff on new high-value donor segment creation.
3.17. Intercom
• Feature/Setting: User Segments, Automated Messaging.
• Example: Automate onboarding messages for first-time donor segment.
3.18. Freshdesk
• Feature/Setting: Contact Segmentation, Workflow Automations.
• Example: Automate segment-driven donor support ticket assignment.
3.19. Monday.com
• Feature/Setting: Custom Automation Recipes, Board Views.
• Example: Automated assignment of segmented donors to board groups for campaign planning.
3.20. Notion
• Feature/Setting: Automated Database Views, API integration.
• Example: Automate filtered lists of targeted donors for personalized follow-up.

Benefits

4.1. Automates highly targeted donor communications, driving campaign open and response rates.
4.2. Automated segmentation maximizes campaign ROI by delivering tailored appeals.
4.3. Automator reduces manual data review, boosting fundraising productivity.
4.4. Scalable automation enables smart engagement as donor base grows.
4.5. Automating maintenance of segments vastly improves donor stewardship and retention.
4.6. Automatedly identifies and nurtures high-value and at-risk donors with precision.