Build segments in plain language

There's a full visual rule builder when you want precise control — but you can skip it entirely. Just describe who you're looking for, and the AI translates your request into segment conditions, validates them against your data, and shows a preview count.

You type

"People who gave more than $100 last year but haven't given in 3 months"

AI creates

Conditions: Last 12 months total ≥ $100 AND Last donation > 90 days ago

Preview: 47 supporters match

Segments that drive action on their own

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Visual rule builder

Combine conditions on giving history, recency, frequency, amounts, campaigns, tags, and channels. Stack rules with AND/OR logic and preview exactly who matches before you save.

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Engagement scoring

Every supporter carries an engagement score built from their giving and interaction patterns. Segment on it directly — "highly engaged but not yet recurring" is one rule, not a spreadsheet project.

Lifecycle triggers

Segments stay in sync with lifecycle stages — new, active, at-risk, lapsed. When a supporter crosses a stage boundary, segment membership updates and the right automation fires, automatically.

Lapsed givers

No donation in 90+ days → Send a gentle "we miss you" email with an easy link to give again.

Major donor prospects

3+ donations and average over $200 → Invite to a stewardship event or personal thank-you call.

Recurring supporters

Active monthly subscription → Thank with impact reports showing what their giving funds.

Campaign champions

Gave to 3+ campaigns this year → Offer a peer fundraising page to amplify their enthusiasm.

New supporters

First donation in the last 30 days → Welcome email series introducing your mission and impact.

Pledge holders

Active pledge with upcoming payment → Reminder with fulfillment progress and easy payment link.

Segment builder with pre-built templates for common donor groups

Pre-built segment templates — or build your own from scratch