Find the people who matter for this message.

Organize supporters into useful lists with saved criteria. Run your selections when you need them, review the people included, and make your next message more relevant.

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Supporter segmentation for nonprofits screenshot · Placeholder

What is supporter segmentation?

Segmentation means grouping people around something useful you know about them. A membership, a recorded gift or a form response can help you choose who needs a particular update.

  • Save the selection

    Keep the criteria for a useful list instead of recreating them each time.

  • Use information you have

    Build a relevant audience from recorded supporter details.

  • Review before reaching out

    Run the saved selection, then check the resulting list.

Less repetitive sorting

Keep the thinking. Repeat the selection.

When a useful audience takes time to identify, save that work. A named list gives your team a shared starting point for the next update.

Keep in view

  • Save inclusion and exclusion criteria.
  • Run the saved selection when needed.
  • Review the resulting contacts.

More relevant follow-up

A list should have a purpose.

Start with the next conversation: a membership update, a response to interest in volunteering, or a thank-you for recorded giving. Choose criteria that fit that purpose.

Put it into practice

  • Use recorded information instead of guesswork.
  • Exclude people who should not receive this message.
  • Keep the final audience visible to your team.

Illustrative scenario · Fictional information

An invitation for people who raised their hands

Harbor Table wants to invite supporters who completed its volunteer interest form to an orientation.

  1. Save a list that includes contacts with that form submission.
  2. Run the selection and review the names it brings together.
  3. Prepare an invitation for that list and check it before sending.

Saved selections run when your team asks them to. This example does not describe an automatic message or a continuously refreshed list.

Questions about supporter lists

Group supporters around a shared interest or recorded activity, then write for that group. A volunteer invitation can go to an appropriate list instead of your entire directory.

No. Save the criteria with the list and run them again when you need to update it. Review the results before using the list.

No. Update a list by saving or running its selections, then review the members. A change to a supporter’s record does not continuously refresh the list in the background.

Yes. Save exclusions alongside the conditions for including people, then check the resulting membership. Removing someone from a list is different from deleting their contact record.

Yes. A recorded form submission connected to a contact can help identify people for a list. This is useful for following up on an interest form or signup.

No. Organizing the audience and sending the message are separate steps. Your team reviews the list and chooses what to send.

Spend less time sorting and more time connecting.

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