Automated donor segmentation and scoring

Purpose

 1.1. Enable identification and classification of donors by engagement, donation frequency, and total contributions.
 1.2. Automate the scoring of donors to prioritize engagement for museum fundraising and aviation history projects.
 1.3. Segment donor lists based on behavior, demographics, and affinity for targeted campaigns.
 1.4. Provide actionable insights for developing personalized donor relation strategies and boosting member acquisition.

Trigger Conditions

 2.1. New donor record creation in the CRM.
 2.2. Updates to donor profiles or donation records.
 2.3. Manual or scheduled segmentation batch processing.
 2.4. Receipt of new engagement signals (e.g., event registration or newsletter signup).

Platform Variants

 3.1. Salesforce
  • Feature: Process Builder with Custom Scoring Formula – triggers on record change, computes donor score using logic flows.

 3.2. HubSpot
  • Feature: Active lists and Workflows – segments donors by lifecycle stage and automates score adjustment.

 3.3. Microsoft Dynamics 365
  • Feature: Customer Insights Segmentation API – configure automatic cohort creation from custom attributes.

 3.4. Mailchimp
  • Feature: Segmentation and Tagging Tool – auto-tags donors based on gift frequency and recency.

 3.5. Marketo
  • Feature: Smart Campaigns – multi-touch donor tracking and lead-scoring rules for donor lists.

 3.6. ActiveCampaign
  • Feature: Automations & Contact Scoring – set rules for donation activity, assign scores, and build segments.

 3.7. Zoho CRM
  • Feature: Workflow Rules & Scoring Rules – triggers and conditional scoring updates.

 3.8. Blackbaud
  • Feature: Raiser’s Edge NXT Prospect Segmentation – build lists and update donor levels via batch queries.

 3.9. DonorPerfect
  • Feature: SmartActions – automated profile flagging based on donation size/timing.

 3.10. GiveWP
  • Feature: Donor Segmentation Add-On – auto-assign donors to categories based on form criteria.

 3.11. Keela
  • Feature: Smart Segment Builder – filters donors in real-time and applies engagement scores.

 3.12. NeonCRM
  • Feature: Workflow Automation – automates segmentation based on giving history.

 3.13. Kindful
  • Feature: Contact Segments – rules based grouping by recency, frequency, and amount.

 3.14. Constant Contact
  • Feature: List Segmentation – auto-update donor groups using behavioral triggers.

 3.15. Pipedrive
  • Feature: Lead Segmentation Filters – separates donors using custom fields and scores.

 3.16. Intercom
  • Feature: Custom Attributes and Segmentation – assigns scores and microsegments based on user events.

 3.17. Segment
  • Feature: Traits API – pushes donor attributes downstream for real-time segmentation.

 3.18. Airtable
  • Feature: Automation Scripts & Views – triggers segmentation on row updates.

 3.19. Qgiv
  • Feature: Donor Segmentation Tool – auto-filters and ranks by gift amounts.

 3.20. Google Sheets (via Apps Script)
  • Feature: Scripted Workflows – recalculates donor scores, updates segmented views.

Benefits

 4.1. Improves targeting for fundraising campaigns and special aviation history exhibit memberships.
 4.2. Optimizes donor engagement efforts for recurring and high-value supporters.
 4.3. Personalizes communication pathways, boosting donor loyalty and satisfaction.
 4.4. Minimizes manual workload and increases segmentation accuracy for museum staff.
 4.5. Enables advanced analytics and reporting on donor behavior trends.