Group supporters by what they do, not just who they are. Segments update automatically as giving behavior changes. Or just describe who you're looking for — the AI builds the segment for you.
AI-powered
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.
"People who gave more than $100 last year but haven't given in 3 months"
Conditions: Last 12 months total ≥ $100 AND Last donation > 90 days ago
Preview: 47 supporters match
More than filters
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.
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.
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.
No donation in 90+ days → Send a gentle "we miss you" email with an easy link to give again.
3+ donations and average over $200 → Invite to a stewardship event or personal thank-you call.
Active monthly subscription → Thank with impact reports showing what their giving funds.
Gave to 3+ campaigns this year → Offer a peer fundraising page to amplify their enthusiasm.
First donation in the last 30 days → Welcome email series introducing your mission and impact.
Active pledge with upcoming payment → Reminder with fulfillment progress and easy payment link.
Pre-built segment templates — or build your own from scratch