Segment Your Lists by Donation Amount

Start with segmenting according to categories of donors.

We love to use email segmentation because it helps create more focused email campaigns. Categorizing contacts also gives you a clearer picture of your audience and their interests.

Let me show you one way a nonprofit might want to segment its contacts. This particular example requires a little more effort than some of the categorizing you will probably do, which is why I’m explaining it here, step-by-step.

One: Export a CSV file of donations from Give.

Two: Sort the Amount column by dollar amount.

Excel Spreadsheet from Give.png

Three: Save segmented lists.

Choose "Save As" on this file to make a copy of it, name the file (something like Donors between $500 and $1,000), and then delete the rest of the list. (Remember to keep your Line 1 headings!)

Sorted from 500 up to 5000.png

Four: Go to UkuuPeople > Import and import the file. 

Just make sure you choose "Update the User in UkuuPeople" and select the correct Tribe.

More about using the Import tool.

If you use our MailChimp syncing tool: 

After repeating the above steps for each segment of donors, sync each Tribe with a specific MailChimp list and send out an email blast targeted toward that particular group of donors.

More about MailChimp syncing here.

For this, you likely won't be doing a two-way sync - which would sync the MailChimp contacts into the UkuuPeople list - assuming that these groups fluctuate from quarter-to-quarter or year-to-year.

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