Smart List Segmentation

Organize contacts into powerful segments that drive results. Create dynamic lists based on behavior, demographics, and engagement to deliver personalized campaigns that resonate.

Segment Smarter, Engage Better

Dynamic Lists

Create lists that automatically update as contacts meet your criteria. Set rules once and let your segments grow organically as supporters engage with your campaign.

Behavioral Segmentation

Segment by actions: email opens, donation history, event attendance, volunteer activity. Target contacts based on what they do, not just who they are.

Campaign-Ready Lists

Export segments for email campaigns, direct mail, phone banks, or door-to-door canvassing. Your lists are always up-to-date and ready to deploy.

FundraiserMax Smart List Builder showing segment rules, filters, matching contacts preview, and saved segments

Smart List Builder

Create dynamic segments with advanced filters and save them for ongoing campaigns

Powerful Segmentation Features

Advanced Filtering

Build complex segments with AND/OR logic. Combine dozens of criteria including demographics, giving history, engagement metrics, custom fields, and tags. Save your filters for reuse across campaigns.

Donor Tiers

Automatically segment donors into tiers based on giving levels. Create VIP lists for major donors, identify mid-level prospects for upgrades, and engage grassroots supporters with appropriate messaging.

Engagement Scoring

Score contacts based on engagement level. Identify your most active supporters and those who need re-engagement. Prioritize outreach to contacts most likely to take action.

Perfect For

Email Campaigns

Send targeted emails to the right audience. Segment by interests, past engagement, and giving history to increase open rates and conversions.

Fundraising Appeals

Create donor-specific ask amounts based on giving history. Segment lapsed donors, monthly givers, and major donors for personalized solicitations.

Volunteer Recruitment

Identify and organize volunteers by skills, availability, and location. Build teams for phone banks, canvassing, and event support.

Ready to Segment Like a Pro?

Start creating targeted lists that drive engagement and results.

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