Business owners keep recurring donors in monthly segment
Business owners keep recurring donors in monthly segment
Business owners watch sustained donors slip out of monthly segments when payment events aren't captured, causing missed stewardship and lost donor engagement. So marketing can steward donors promptly.
Overview
Missed segment updates let sustained supporters fall out of sight and reduce fundraising momentum. This workflow captures recurring donation events and ensures monthly donors enter your email segment so marketing can steward supporters promptly and avoid missed appeals.
Notable Features
- Add recurring donors to segment
- Exclude one-time donations from segment
- Notify marketing of new monthly donors