CRM
BetterUnite segmentation slices your donor base any way you can imagine. A multi-filter builder combines AND, OR, and NOT logic across giving, events, campaigns, tags, membership status, and custom fields, and any search saves in one click as a dynamic list that refreshes every time it opens. Freeze a static snapshot when you need one, then send the segment to email, SMS, direct mail, workflows, or reports.
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AND, OR, and NOT logic across campaign participation, event attendance, donation amounts and dates, list membership, membership status, tags, and custom fields.
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Save any search and column layout as a dynamic list in one click. It re-queries every time it opens, so the segment is always current.
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Lock an audience for a specific appeal with a static snapshot, then keep every list tidy from one console.
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Export for email, SMS, and direct mail, or point workflows and reports at a list. Direct pushes to MailChimp, HubSpot, Dynamics, and Constant Contact are covered on the CRM page.
A dynamic list is a saved search that recalculates its membership every time it's opened, so your “LYBUNT” or “recurring donors” segment is always current without re-running reports. Any search and column layout saves as a dynamic list in one click.
Very. The multi-filter builder combines AND/OR/NOT logic across campaign participation, event attendance, donation amounts and dates, tags, membership status, list membership, and custom fields. For example, “gave $250+ last year AND attended the gala, NOT already a recurring donor.”
Yes. Predefined presets include new donors, retained donors, donors lost this year, new last month, new this week, recurring donors, and non-donors, one click each.
Yes. Convert any dynamic list into a static snapshot to lock in an audience, copy contacts between lists, and manage everything from the Manage Lists console.
Send bulk email or SMS, export for direct mail, target workflows, scope reports, feed call lists, or push the segment straight into MailChimp, HubSpot, Dynamics, or Constant Contact.
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A walkthrough with a real segment: your filters, your questions. No pressure, no endless sales cycle.
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