Want to fine-tune a donor list you created? Bonterra Que makes it easy to adjust your segmentation criteria, so your lists stay accurate and ready for action!
Follow the steps below to refine or edit a donor segment.
Step 1: Open a saved filter
Log in to Network for Good and click the ‘Ask Que’ button. You can find your segment in your conversation history or navigate to your ‘Saved Filters’ and select the segment you want to refine.
Step 2: Adjust your criteria
You can ask Que to adjust the parameters and then run the updated request to view your updated list.
Examples:
add or remove gift size filters
exclude donors who already gave this year
focus on donors tied to a specific campaign
Step 3: Save your updates
When you are ready, click ‘Save’ to overwrite the original filter or choose ‘Save As’ to create a new version with a different name.
Step 4: Apply the refined filter
Finally, open your newly saved filter. You can apply it directly to an email campaign, export for reports, or use it in Donor Stewardship.
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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Want to learn more about Donor Stewardship in Bonterra Que? Read more about Donor Stewardship here.
Ready to dive into Donor Stewardship now? Access these “How do I” articles: