Segmentation
No exports. No second list.Your segments live in Salesforce.
Saved segments and tags that find the right people and feed Mass Email and Bulk Merge, at no cost.
The problem
Another list tool is another copy of your donors.
Many nonprofits build their lists in an email tool or a spreadsheet, not in Salesforce. Every list is a copy, and every copy is out of date by the next gift.
Licenses
Another subscription, often with a seat limit, so only a few people can build lists.
Your data
Lives in two places: the list tool and Salesforce.
Business logic
Who counts as a major or lapsed donor is defined in the other tool, out of your admin’s sight.
Keeping it in sync
A connector or an export before every appeal, and lists that are stale by the time they’re used.
Licenses
Unlimited users. Anyone with Salesforce access can build and use segments.
Your data
Lives in one place: your Salesforce org.
Business logic
Segment rules are saved in Salesforce, on the records they describe.
Keeping it in sync
Nothing to sync. Segments read your Salesforce data directly.
Built for these jobs
The right people for every appeal and program.
From win-back appeals to volunteer call lists.
Lapsed donor win-back
Find supporters who haven’t given in over a year and send them a win-back appeal.
Major donor stewardship
Segment by total giving, such as $1,000 or more in the last 365 days, and keep the list current.
Year-end & direct mail appeals
Pick a segment as the audience for a Mass Email or a Bulk Merge of letters.
Recurring donors
Keep monthly givers in their own segment for thank-yous and upgrade asks.
Volunteers & programs
Segment any object, including your own custom objects for programs and volunteers.
Event follow-up
Find everyone with a related registration or attendance record, and follow up in one step.
Board & grant reporting
Use segments in dashboards and reports, with member counts kept over time.
Who to call next
Alfred AI ranks the people in your tracked segments and suggests who to contact first.
Key features
Everything you need to find the right people.
Segmentation comes with every CauseStack install. Add Alfred AI when you want help building and working them.
Segment any object
Contacts, Accounts, Opportunities, Campaigns or your own custom objects.
Rules on related records
Has a gift, has no registration, or a total, count or average of related records over a date range.
Member counts that stay current
Validate a segment, preview sample records, and recalculate on demand or nightly.
Manual segments (tags)
Hand-picked groups with their own color and category, added in bulk or from an import.
Bulk actions on a segment
Send an email, create tasks, add to a campaign, update a field or export to CSV.
Feeds Mass Email and Bulk Merge
Choose a segment as the audience and see the recipient count before you send or merge.
Segment list
See every segment and who’s in it.
One list shows every segment, the object it covers, how many members it has and when it was last calculated.
- Member counts and last calculated time on every segment
- Categories such as Fundraising, Engagement, Program and Volunteer
- Active, draft and inactive status at a glance
Alfred AI · paid add-on
Build segments with AI. Work them with AI.
Alfred AI works inside your Salesforce. Describe the people you want and Alfred writes the segment rules. Once a segment is tracked, Alfred suggests who to reach out to first.
Describe your program
Alfred suggests the segments to build from a description of your program.
Edit in plain English
“Only donors who gave more than $500 last year.” Alfred rewrites the rules.
Spot what’s missing
Alfred points out segments you don’t have yet.
Suggested outreach
Each night Alfred ranks the people in your tracked segments, so your To do list starts with the gifts most at stake.
Plans & add-ons
Start included. Add what you need.
One price per add-on, per organization, per year. Never per user.
| Feature | SegmentationIncluded · $0 | + Alfred AIfrom $750 / yr |
|---|---|---|
| Segments and manual segments | Unlimited | No |
| Unlimited users | ||
| Any standard or custom object | No | |
| Rules on related records and giving totals | No | |
| Member counts and nightly recalculation | No | |
| Bulk email, tasks, campaigns and CSV export | No | |
| Audience for Mass Email and Bulk Merge | No | |
| AI segment building and plain-English edits | No | |
| Suggested outreach from tracked segments | No |
How we compare
Why build segments in CauseStack?
| Feature | CauseStack Segmentation | Mailchimp | Salesforce list views & reports | DLRS |
|---|---|---|---|---|
| Built inside Salesforce, no sync | No, a third-party connector syncs both ways | |||
| Saved segments that update as records change | Yes, refreshed at each send | List views are saved filters | No, rollup fields only | |
| Rules on related records and giving totals | Reports, with cross filters | Rollup fields, not lists | ||
| Tags on records | Classic only; Topics in Lightning | No | ||
| Unlimited users | Premium plan only | |||
| Send an email to the segment | List Email from list views | No | ||
| Starting price | $0 | $0 to 250 contacts, then from $13 / month, plus the connector from $25 / month | $0, open source |
Trusted by
Nonprofits finding the right people with CauseStack.
- SOAR
- Literacy First
- MathHappens Foundation
- Surge Institute
- Columbus Housing Partnership
- VinCare Services of Austin
- Bellforge Arts Center
- EcoRise
- Affordable Housing Education and Development
Built to help nonprofits focus on what matters most.
Ready to find the right people for your next appeal, straight from Salesforce?