Feature Overview: EveryAction’s Donor Segmentation
Donor Segmentation with Que
Bonterra Que’s Donor Segmentation skill helps fundraisers generate strategic, ready-to-use donor lists using both built-in DonorTrends models and custom natural language queries. Drawing on predictive analytics, historical giving behavior, and now real-time query interpretation, Que supports two powerful ways to build audiences:
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Pre-built, model-driven segments (e.g., lapsed donors, sustainer prospects)
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Custom segments created from plain-language prompts (e.g., giving behavior, location, activist codes)
Within the chat interface, users can ask Que to:
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“Find lapsed donors likely to return.”
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“Show me donors who gave more than $100 this year in California.”
Que translates these requests into structured queries, returning a previewable, ready-to-use segment with key stats like audience size, average gift, and recency. Users can review how the segment was built, refine it through follow-up prompts, or open it in Create a List for deeper customization.
What can Donor Segmentation with Que do for you?
Bonterra Que’s Donor Segmentation skill helps Marcus, a Major Gifts Associate at a national education nonprofit, quickly identify donors worth prioritizing for outreach. With the quarter ending soon, Marcus opens Que and types: “Can you help me find donors who might be ready to give more?”
Que responds with a model-driven segment of mid-level donors likely to upgrade, including key stats like segment size, average gift, and lifetime value, along with an explanation of why they’re a strong audience. Marcus then refines his targeting by asking: “Only show those who gave at least $250 this year and live in New York.”
Que updates the segment in real time, showing the revised audience and clearly displaying the filters used. Marcus previews the list, removes a few names already in stewardship, and saves it for outreach. No spreadsheets. No manual filter building. Just fast, flexible segmentation.
Key Features at a Glance
| Feature | Description | Suggested Prompts |
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| Donor Segmentation | Generate strategic, ready-to-use donor segments using built-in DonorTrends models. Ideal for common fundraising goals like reactivation and upgrades. |
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| Custom Segmentation | Build ad-hoc donor segments using plain language. Que translates requests into Create a List filters across supported fields like contributions, activist codes, and location. |
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| Segment Transparancy and Preview | View how your segment was built, including applied filters, audience size, and key stats before using it. |
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| Iterative Refinement | Refine segments through follow-up prompts without starting over. |
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| Create a List Integration | Open segments in Create a List with filters pre-applied for advanced editing, saving, and reuse across workflows. |
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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.
Curious about how you can access Bonterra Que? Read more about accessing Bonterra Que here.
Ready to dive into Donor Segmentation now? Access these 'How do I' articles:
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How do I generate Donor Segments with Create-a-List in Bonterra Que?
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Bonterra Que: Best Practices & Prompt Guide for Donor Segmentation
Want to learn more about Personalized Coaching in Bonterra Que? Read more about Personalized Coaching here.
Want to learn more about Email Creation in Bonterra Que? Read more about Email Creation here.
Want to learn more about Formbuilder in Bonterra Que? Read more about Formbuilder here.
Not what you are looking for? Return to Understanding Bonterra Que here.