Segment your Strategy

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Data Fields give you fast access to a constituent's giving history.

Load giving history into a profile tab in Encompass and role-base the tab to Admins only. Date of last gift, amount of last gift, ask amount, etc. can be used to better personalize and segment asks and/or other communication. You can, for example, quickly query and send an email to anyone who has never given. Or, query and send a message to past donors who have not given for at least a year. Or, as you can see in this example, Transylvania University is using this information to send a targeted email to donors in the past year about matching gifts.

Even better, create roles from these fields, and you can send the same email to both audiences at one time, but with unique, role-based content for each group!


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