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Contact Lists and Segments: Organize Donors Your Way

Contact lists & segments

Create targeted contact lists and smart segments for fundraising, marketing, and donor stewardship.
DonorDock lets you organize your donor database into custom lists and segments based on giving history, badges, location, engagement, and more. Build targeted groups for email campaigns, events, and personal outreach — so the right message reaches the right donors every time.

Build Lists for Any Purpose

Create contact lists for marketing campaigns, event invitations, annual appeals, volunteer coordination, or board reporting. Lists can be built manually or generated from filters — select donors by giving level, badge, location, last gift date, or any custom field.

Smart Segmentation with Badges and Tags

Apply custom badges and tags to contacts to create meaningful segments. Tag donors as "Major Donor," "Volunteer," "Board Member," "Lapsed," or any category that fits your organization. Then filter your database instantly by any combination of badges.

Dynamic Lists That Stay Current

Saved filter combinations act like smart segments — every time you open them, they reflect the latest data. When a donor's giving level changes or a new contact is added, your segments update automatically. No need to manually maintain lists.

Feed Segments Directly into Outreach

Once you have built a list, use it immediately. Send a targeted email campaign, generate mailing labels for letters, export to a spreadsheet for reporting, or create a personalized outreach queue. Segmentation flows directly into action inside DonorDock.

Frequently Asked Questions

How many lists or segments can I create?
Unlimited. Create as many contact lists and segments as your organization needs at no extra cost.

Can I combine multiple filters in a single segment?
Yes. Layer filters by giving history, badges, location, date ranges, custom fields, and more. Complex segments are easy to build with DonorDock's visual filter builder.

Can I use segments for email campaigns?
Absolutely. Any saved list or segment can be selected as the recipient group for email campaigns, letter mail merges, or text message outreach.

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Trusted by 7,200+ users

Dashboards now show giving trends, engagement rates, and donor history at a glance. I can segment by giving level, campaign, or recency to tailor my messaging.

Carolyn Gorst
Director of Development, Compass Affordable Housing

You'll believe it when you see it.

Schedule a demo and see why 7,200+ people trust DonorDock for their CRM.
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