Automatically identify and segment donors or buyers
complete
Rowan from Zeffy
I'd like Zeffy to automatically segment and identify my donors based on the groups I use most often like monthly donor, member, returning or one time. This way I can easily see the donors giving type and be able to contact them based on this.
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Rowan from Zeffy
complete
We've added the new 'Contact Type' to automatically identify your contacts.
Based on their giving history, your contacts will be segmented by one-time, returning, monthly, yearly, member or with no payments.
This allows you to quickly segment the group you are looking for to tag, export or send emails. Let us know what you think and thank you for your votes and comments!
M
Maryse from Zeffy
Merged in a post:
Auto Merge Tags
J
Jim
Why not be able to create a "tag" that is associated specific to an event and it is always automatically merged with the contact details.
Rowan from Zeffy
in progress
R
Robespierre
I agree!
Rowan from Zeffy
planned