You can use filters to group your contacts into segments based on criteria such as their contact details, tags, and donation history. When you take the time to segment your contacts and send targeted communications to the right people, you get better overall engagement and elevated donor stewardship.
What are filters? 🪣
Filters sort contacts based on specific pieces of information, such as which campaign they donated to, how many tickets they purchased, the total amount they've donated, or contact custom field information.
Applying filters ➕
On your dashboard, head to your Contacts page, located in the left-hand sidebar.
Above your list of contacts, you'll see preset filter options. Click on a filter, and enter your parameters to apply it to your list of contacts.
Any parameters highlighted in blue can be edited, including the "greater than" parameter, "and" or "or" qualifiers between multiple filters, and other options that vary by filter.
To search for a filter that isn't shown in the preset options, click More filters, type the filter you'd like to use, and select it from the list.
To add multiple cumulative filters, click on another filter. You can add as many simultaneous filters as you like to narrow down your list of contacts.
Filter options ⚙️
Total contributions – Total donor contributions greater than, less than, or equal to a specific amount
Recurring contributions – Recurring contributions greater than, less than, or equal to a specific amount
Date – Dated on, before, after, or between specific date(s)
Tag – Tagged with all, any, or none of a specific tag, or multiple tags
More filters (full list)
More filters (full list)
Contact
Total contributions
Recurring contributions
Date
Birthday
Bidder status
Widget sign-ups
Trackable messages
Received mailing
Tag
Custom fields
Address
Activity
Last communication date
Donorsearch
Donorsearch rating
Major Gift Likelihood
Lowest External Gift Amount
Total Likely External Gift Amount
Annual Gift Likelihood
Transactions
Transactions count
Date added
Amount
Contact
Campaign
Fund
Team
Team member
Payment status
Payment method
Check deposited
Creation type
Acknowledgement
External label
Auction item
Campaign matches
Team Member
Campaign members count
Amount raised
Fundraising goal
Supporter count
Date registered
Ticket
Tickets count
Date
Status
Ticket type
Campaign
Custom fields
Bundle
Event
Promo code
Transaction Plan
Transaction plans count
Amount
Created on
Next bill date
Status
Payment method
Fund
Frequency
Pledge
Pledges count
Amount
Amount fulfilled
Remaining balance
Created date
First installment date
Next installment date
Fulfillment date
Status
Type
Fund
Installment frequency
What are segments? 🧑🤝🧑
Segments are saved filter groups of contacts that you plan to use more than once.
Segments are dynamic and 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.
Creating a segment ➕
Apply the desired filters (you can add as many as you like) and then click Save as Segment.
Enter a name for your segment, and click Save.
Viewing segments 👀
To access your saved segments, click the segments icon on the right side of the contact menu bar.
Your list of saved segments will open in a sidebar. Click on a segment to view that group of contacts.
Editing a segment ⚙️
Open the segment you'd like to edit by following the steps for viewing a segment.
Click the Edit icon to the right side of the segment name.
You can then make changes to the filter parameters and segment title. When you're done, click Save in the upper right corner. You have the option to save this segment as-is, or save it as a new segment.
Deleting a segment ❌
Select the drop-down next to Filter, and hover over Segments.
Click the (...) button next to the segment name, then click Delete.
Exporting filtered groups and segments 📂
On the Contacts page, apply the filters and/or segments you want to export data for. The resulting CSV will only include the data that you filtered or segmented.
Click the Export button at the top of the page, and then Export to CSV.
Click Export in the popup window. You'll be emailed when the export has been completed.
Segments + Engage ✉️
Once you create segments, you can export them, apply tags, or personalize outgoing emails or SMS messages in Engage!
When you schedule an outbound email in Engage, you can choose to send it directly to a specific segment. The segment will refresh before you send – this automatically pulls the most current contacts that meet the specified segment filter criteria.