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-impact donor lists in two powerful ways:
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Model-driven segments powered by DonorTrends
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Custom segments built from natural language queries
Whether you're identifying high-potential audiences or defining exactly who you want in plain language, Que removes the complexity of Create a List while keeping you in control.
Whether you're a Digital Director, Development Officer, or Communications Manager, Que reduces the friction of segmentation so you can take action quickly.
Getting Started with Donor Segmentation in Que
Step 1: Open Que
From your EveryAction homepage, click the “Ask Que” button.
Step 2: Ask for a Donor Segment
Try prompts like:
Model-based segments:
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Find lapsed donors likely to return
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Show me lapsed donors likely to reactivate
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Find my most engaged donors
Custom segments:
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Show me donors who gave more than $100 this year
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Find donors in California who gave between $500 and $1,000
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Show me people with the [activist code name] Activist Code. I'm building a Targeted Email campaign
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Show me people who have a subscribed email address who live in Boston
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Find everyone on my Major Donor Saved List but only show those who live in Boston
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Show me people who live in Massachusetts but not those who live in Boston
Que will either:
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Use DonorTrends models to suggest strategic audiences, or
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Translate your request into Create a List filters to build a custom segment
Step 3: Review the Segment Preview
Each segment includes:
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The number of contacts
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Key metrics (e.g., average gift, giving behavior)
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A description of the segment
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A summary of filters used (for custom segments)
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A button to View the segment in My List
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A button to Edit the segment in Create a List
You can:
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Accept and save the segment for use in campaigns, or
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Refine it further (in chat or in Create a List)
Step 4: Refine and Save
You have two options to refine your segment:
Refine in Que:
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Add follow-up prompts like:
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“Only include donors in New York”
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“Exclude anyone who gave in the last 3 months”
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"Exclude anyone on my Major Donor Saved List."
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"Only include contacts with a subscribed email address."
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Refine in Create a List:
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Open the segment in Create a List
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Adjust filters as needed
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Save for reuse across workflows
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. |
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| Recurring Giving Recruitment | Identifies frequent small-dollar donors with potential to become monthly sustainers. |
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| Mid-Level Ask Strategy | Surfaces donors in key giving ranges for targeted outreach. |
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| Targeted Outreach | Build precise audiences using your own criteria across giving, location, or attributes. |
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| Email & List-Based Targeting | Refine audiences using email address attributes or existing Saved Lists. |
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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.
Ready to dive into Donor Segmentation now? Access these ‘How do I’ articles:
Want to learn more about Que Skills? Check out the Que Skill Index here.
Not what you are looking for? Return to Understanding Que here.
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