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Smart Segments

Member and donor segments

Auto-built membership segments, plus donor segments like lapsed and first-time.

Member and donor segments build themselves from your membership records and giving history, then keep sorting fans into groups like lapsed and first-time donors as new activity comes in. There is no list to build by hand and no spreadsheet to maintain before a renewal push or a giving campaign.

For venues running membership programs or fundraising alongside ticketing, knowing who is about to lapse or who just gave for the first time is the difference between a timely ask and a missed one. Because these segments update from every purchase, gift, and click, the list your team works from is always the list as it stands today.

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Smart Segments

Purchase history

Filter by what fans bought and when, including add-ons.

Email behavior

Opens, clicks, and engagement recency.

Custom imports

Upload a list as a segment, with opt-in preferences preserved.