On Givebutter, you can use Filters to group your Contacts into Segments based on dozens of criteria like their email activity, contact details, tags, donation history, and more. When you take the time to Segment your Contacts and send more targeted communications to the right people, you get better overall engagement and offer elevated donor stewardship.
How Filters and Segments work
With our filter and segmentation tool, you can organize your contacts into customized groups. When you filter by different criteria, our system will check all of your Contacts, and only the Contacts that meet your criteria will appear. You can have as many filters as you'd like, and when you're ready to save that Filter, you'll create a Segment. Then, when sending an Engage email or SMS or Exporting Contacts, you can click on your saved Segment to only send messages or export the Contacts that are within that Segment.
Segments are dynamic and get refreshed in real-time, so if any new Contacts are added that fit within that Segment, they will be automatically added to that group. Similarly, if any Contacts fall out of that Segment (for example, they donate more than your maximum donation Filter is set to) they will be automatically removed from that Segment.
How to Apply Filters to your Contacts
Log in to your Givebutter Dashboard.
Navigate to the TRACK tab in the left side panel then click on the CONTACTS subtab.
Click + FILTER and select the desired criteria from the drop-down. Repeat this step by clicking ADD FILTER to add as many filters as you need!
✅ Pro tip: You can export certain Contacts by using Filters and Segments as well! On the Contacts page, with the Filters or Segment applies, click on ACTIONS and then EXPORT in the right corner. Only the Contacts within that criteria will be exported.
You can also create groups of filters and utilize the AND/OR buttons to your advantage. You can create very specific Segments by grouping your Filters together, and deciding if you want to include everything or include one or the other. For example, let's say you want to send an Engage email to people who have donated a large amount of money to your organization last year as well as to people who have recently donated to your latest campaign, no matter how much that was. You can utilize the Filter groups to achieve this! Check out the example below.
✅ Pro tip: + GROUP means you're adding a separate group of Filters or Segments that work together. ADD FILTER means you're adding more Filters to that group.
As you can see, we have filtered the Contacts with filter group #1 as Contacts who donated last year and their total contributions to your organization are greater than $500. In group #2 we have filtered Contacts who contributed to your latest campaign between 9/1/22 and 9/15/22. Because we placed OR between them, the Filter will look for both groups, and neither group is dependant on the other.
This is definitely a great set of Filters to save as a Segment! 😉
We have hundreds of Filter combinations you can make on Givebutter! This makes it easy to get as granular as you need to create personalized experiences for your Donors.
LYBUNT: LYBUNT (Which stands for "Last Year But Unfortunately Not This year") is a Filter group that Filters your supporters who gave last year, but not (yet!) this year.
SYBUNT: SYBUNT (Which stands for "Some Year But Unfortunately Not This year") is a Filter group that Filters your supporters by people who gave at some point, but not this year.
One-Time Donors: And of course, One-Time Donors are supporters who have only donated once.
Filter by all Campaigns, some Campaigns, or just one Campaign with this powerful Filter setting!
Filter your Contacts by their total contributions, their recurring contributions, how long they've been a Contact, their date of birth, or any tags on their profile.
Don't forget that Contacts include your Team Members' data! Filter by how many Campaigns they're a Team Member on, their total amount raised, their goals, how many supporters they've gathered, or when they registered as a Team Member!
Get down to the nitty-gritty with tons of Filtering options about your Contacts' Transactions! Try out combining this Filter with a Campaign Filter to get really specific in targeting specific Transactions.
Trying to figure out how many people purcahsed more than 5 Tickets? Who purchased a specific Ticket Type? Look no further! This Filter will get the job done.
Filter your Contacts by the number of Recurring Plans they have, donation amounts, frequency, and more!
Welcome in DonorSearch! Use this sophisticated Filter to target Contacts by their DonorSearch rating, gift likelihood, and likely gift amounts! Don't forget to enable the integration first.
How to create a custom Segment of Contacts
After selecting your Filters for your Contacts, click SAVE AS SEGMENT.
Next, name the Segment in the left box and click SAVE AS SEGMENT on the right.
✅ Pro tip: When applying Filters and saving Segments, you will see the number of filters/criteria applied in paraenthese beside the APPY FILTERS and SAVE AS SEGMENT buttons.
To access your saved Segment, click the dropdown arrow beside + FILTER, hover over SEGMENTS, and select the Segment in question.
How to edit and delete a Segment
To delete a Segment, select the same drop down next to + FILTER and find the Segment as shown above. You can also delete a Segment when you're actively Filtering by clicking the drop down beside + GROUP.
Hover over SEGMENTS.
Click the (...) button next to the Segment name, then click DELETE.
To edit a Segment, select the Segment from the Filter drop down.
Then, hover over the grey Segment that appears, and click the pencil icon.
From here, you can add or remove any Filters within the Segment, as well as rename the Segment by clicking EDIT beside the Segment name.
Don't forget to click SAVE SEGMENT!
What to do with Contact Segments
Once you create Segments, you can Export them, apply Tags, or personalize your outgoing messages!
When you're ready to create and send emails or SMS messages with relevant, personalized content to those Contacts head over to Engage!
When you schedule an email in Engage, you can choose to send it directly to the Segment. The Segment refreshes before you send. This pulls the most current Contacts that meet the Filter criteria you specified in the Segment. When you choose to send to a Segment, you're always sending to the most current list of Contacts every time you send.