Office Hours: Simplify Donor Segmentation with Tags

As you know firsthand, building strong donor relationships through personalized communication is vital for nonprofits.

It can drive deeper connections (but of course, limited resources can make this challenging!).

In this 4aGC Office Hours webinar, we walk you through a few new features that will make your job easier, including the new tagging system.

This new system allows you to segment your donors more effectively for customized communication. (Three cheers!)

Watch the full video

In this video, you’ll cover:

• User-friendly updates to the dashboard
• The brand-new powerful, customizable tagging feature
• How to use tags to do advanced filtering and create lists
• A quick demo illustrating how tags sync with Mailchimp
• Public Zapier templates to make your integrations easy
• Improved offline donation tracking and contact management upgrades

Top takeaways from this session

• Segmentation matters. Donors want to feel valued and seen. By segmenting donors, you can build stronger relationships, re-engage lapsed folks, and send personalized communications.
• Research shows that tailored communication increases donor engagement by 60% and boosts revenue by 27%. Tags can help make this strategy easier!
• Using tags helps you customize labels for your donors—and your communication approaches. Example use cases include donors who gave to a particular campaign, high-value donors, or lists for personalized emails or mail merges.

Here’s what is in the works

Upcoming upgrades include:

• Conversion rate tracking to measure campaign effectiveness
• Upgrade links for easy recurring gift increases

Have an idea or feedback for the 4aGC team? Contact us!

Here’s what you need to know to start using the tagging features today

Tags form the backbone of donor segmentation.

And donor segmentation—grouping donors based on behavior or traits—helps you tailor your donor relations strategy effectively.

4aGC tags also work during data imports, keeping records organized from the start.

See our Getting Started with Tagging guide for a full step-by step.

How you can use the tagging tools

• Manually assign tags to donor profiles.
• Create your own labels. Start with labels like active recurring donor, major giver, or event attendee.
• Tag in bulk for groups like event attendees.
• Set up automatic tagging for activities like event registrations or recurring donation sign-ups.

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