Bonterra Que is your fundraising assistant, fully embedded into EveryAction. It helps you fundraise smarter and faster by suggesting donor segments, forms, and emails — all generated based on your organization’s data, Bonterra best practices, and sector benchmarks.
With the Donor Segmentation skill, Que helps you build high-potential donor lists without writing complex queries. These segments are powered by DonorTrends models and enriched with giving history, making it easy to target the right donors with the right message. Soon, you will be able to create custom segments based on simple natural language filters that go beyond the powerful DonorTrends models available by day 1.
Whether you're a Digital Director, Development Officer, or Communications Manager, Que removes the friction of building effective segments so you can take action quickly.
Getting Started with Donor Segmentation in Bonterra Que
Step 1: Open Que
From your EveryAction homepage, click the 'Ask Que' button.
Step 2: Ask for a Donor Segment
Try prompts like:
- "Find lapsed donors likely to return"
- "Create a list of sustainers who haven’t given this year"
- "Show me event attendees who haven’t donated"
Step 3: Review the Segment Preview
Each segment includes the following information:
- The number of contacts
- The average gift size
- A description of the segment
- A button to View the segment in My List
- A button to Edit the segment in Create-a-List
You can accept the segment and save it for use in email, reports, or outreach, or you can edit the segment further using Create-a-List for full filtering flexibility.
Example Use Cases for Donor Segmentation
| Scenario | How Que Helps | Example Prompts |
|---|---|---|
| Lapsed Donor Reactivation | Builds a list of donors who gave in the past but haven’t recently, based on lapse risk models. | “Find lapsed donors likely to give again” “Who hasn’t donated in over a year but has high return potential?” |
| Recurring Giving Recruitment | Identifies frequent small-dollar donors with potential to become monthly sustainers. | “Who is a good candidate for monthly giving?” “Find donors most likely to become a recurring donor.” |
| Mid-Level Ask Strategy | Surfaces donors in the $500-$1500 range with strong giving history for targeted outreach. | “Create a segment of mid-level donors” “Find donors who gave $500+ last year but not this year” |
| Targeted Outreach | Generates lists based on previous giving patterns or engagement signals. | “Show me donors most likely to respond to a match offer” “Find top 10% of donors by lifetime value” |
| Event Follow-Up | Finds donors who attended an event but haven’t yet contributed. | “Pull a list of fall gala attendees who haven’t donated” “Who came to our last event but hasn’t given since?” |
What do you want to do next?
Interested in learning how Bonterra keeps your data safe? Read more about Bonterra's AI Responsibility and Data Security Practices here.
Curious about how you can access Bonterra Que? Read more about accessing Bonterra Que here.
Want to learn more about Donor Segmentation in Bonterra Que? Read more about Donor Segmentation here.
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Ready to dive into Donor Segmentation now? Access these 'How do I' articles:
Want to learn more about Fundraising Coaching in Bonterra Que? Read more about Fundraising Coaching here.
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Ready to dive into Fundraising Coaching now? Access these 'How do I' articles:
Want to learn more about Email Creation in Bonterra Que? Read more about Email Creation here.
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Ready to dive into Email Creation now? Access these ‘How do I’ articles:
Want to learn more about Formbuilder in Bonterra Que? Read more about Formbuilder here.
- Ready to dive into Formbuilder now? Access these ‘How do I’ articles:
Not what you are looking for? Return to Understanding Bonterra Que here.