Segmenting donors and targeted campaign automation

Purpose

1.1. Segment donors by attributes (giving history, engagement, demographics) to tailor campaigns.
1.2. Automate personalized appeals, stewardship, and follow-up workflows.
1.3. Maximize donor retention, upgrade giving tiers, and recur donations using timely, data-driven messaging.
1.4. Ensure targeted communications based on donor activity, event attendance, or campaign engagement.
1.5. Synchronize updates across platforms for omnichannel campaign execution and reporting.

Trigger Conditions

2.1. New donor added or updated in CRM.
2.2. Donation received above or below defined thresholds.
2.3. Lapsed donor detected after N days of inactivity.
2.4. Donor action in web form, SMS, or event signup.
2.5. Custom campaign tags applied or removed in database.

Platform Variants

3.1. Salesforce Nonprofit Cloud
• Trigger: New/updated contact; Action: Segment via Custom Fields API
3.2. HubSpot CRM
• Feature: Lists/Workflows; Segment donors using Lifecycle Stages API
3.3. Mailchimp
• Feature: Audience Segmentation API; Configure tags for automations
3.4. Constant Contact
• Setting: List Segmentation; Automate via Contact Segments API
3.5. Blackbaud Raiser’s Edge NXT
• Feature: Constituent API; Use queries for donor grouping
3.6. Bloomerang
• Endpoint: Donor List Filters API; Apply campaign triggers
3.7. Neon CRM
• Action: Custom Reports; Trigger via webhook for new/lapsed donors
3.8. Kindful by Bloomerang
• Function: Segmentations API; Configure smart groups
3.9. DonorPerfect
• API: FilterDonors; Query segmentation criteria
3.10. GiveWP
• Webhook: New Donation Event; Route to email marketing integration
3.11. Give Lively
• Zapier Webhook: Donation Received; Apply segmentation logic
3.12. Twilio
• Messaging API: Automated SMS based on segment
3.13. ActiveCampaign
• Feature: List Automation; Segment via Contact Tagging API
3.14. SendGrid
• API: Marketing Campaigns Segmentation; Send drip emails
3.15. Google Sheets
• Script: OnRowChange(); Segment in sheet, trigger mail merge
3.16. Airtable
• View: Filtered Views; Automate via Script Block or webhook
3.17. Facebook Ads Manager
• API: Custom Audience Import; Enable retargeting for segmented lists
3.18. Slack
• Incoming Webhooks: Notify team on high-value donor segment triggers
3.19. Microsoft Dynamics 365
• Marketing Module; Trigger Segments via Data Connector
3.20. Eventbrite
• API: Attendee List; Trigger follow-up based on event donor type
3.21. Shopify (for merch donations)
• Customer Segmentation API; Trigger targeted follow-up offers
3.22. QuickBooks Online
• Endpoint: New/Updated Payer; Update donor group in accounting

Benefits

4.1. Enables fine-grained personalization and higher donor engagement.
4.2. Boosts fundraising and recurring donations via targeted outreach.
4.3. Reduces manual segmentation errors and staff workload.
4.4. Accelerates responses to donor behaviors in real time.
4.5. Improves reporting accuracy and data synchronization for campaign analytics.