To segment your supporters based on their donation history, you need to use the Donor Type field. To use this, you need to select a filter type of Constituent Data in profiles or Supporter Data in the query builder.

Please note: records will only have a Donor Type value either when the supporter has donated, or when they have updated their record after creating it. Therefore, supporters who have not donated will not necessarily have a value. This needs to be considered when trying to segment non-donors.

Format and explanation

The values used in the Donor Type field are based upon whether the supporter has made single and/or recurring gifts, when they made their gift, and the status of their recurring gift. The capitalisation of the value matters. Please ensure you use the values as they are written.

Non-donors

Where a supporter has not given either a single or regular gift, they will either have the exact value Non Donor, or no value at all.

Single gifts

There are three values for the single gifts:

Last single donation made within the last 365 days: Active Single
Last single donation made more than 365 days ago: Lapsed Single

Regular gifts

There are four values for regular gifts:

Where the supporter has 1 or more recurring donations*: Active Regular
Where a supporter has 1 or more cancelled recurring donations (and no active)**: Cancelled Regular
Where a supporter has an active recurring donation, but payment has been missed**: Lapsed Regular

*An active instruction (DD, CC) or where a direct regular donation (PP) has been made within 35 days.

**After three missed payments (ie three months for monthly donors), the record will switched from Lapsed Regular to Cancelled Regular.

Values

With the exception of for non-donors, the single status is always provided. A regular donor status is not always provided. The single status value is provided first, and, where a regular gift status is provided, it is separated by a n-dash (-) with a space on either side. As such, the following are all possible values:

Non Donor
Active Single
Lapsed Single
Active Regular
Lapsed Regular
Cancelled Regular
Active Single - Active Regular
Active Single - Lapsed Regular
Active Single - Cancelled Regular
Lapsed Single - Active Regular
Lapsed Single - Lapsed Regular
Lapsed Single - Cancelled Regular

Because of all the possible variants, it is recommended that you set up profiles to find Donor Types containing a value, rather than exactly matching. Remember: to apply a filter with multiple values, use a tilde (~) to separate each.

Finding single donors

To find people whose last single gift was:

At any point in time: set the profile to Donor Type contains Active Single~Lapsed Single
Within the last year: set the profile to Donor Type contains Active Single
More than a year ago: set the profile to Donor Type contains Lapsed Single

Finding regular donors

To find people who have had a regular gift at any point in time, regardless of it's status:

Set the profile to Donor Type contains Active Regular~Lapsed Regular~Cancelled Regular

To find people whose regular gift is:

Active: set the profile to Donor Type contains Active Regular
Lapsed: set the profile to Donor Type contains Lapsed Regular
Cancelled: set the profile to Donor Type contains Cancelled Regular

Finding non-donors:

Since the value can sometimes be empty and it is not possible to identify an empty value in Engaging Networks, positively identify all the other donor types and then filter or exclude them as appropriate.

If you wish to segment your donors in a more complex way, please speak to either of the HQ Digital or CRM teams.

Engaging Networks: Profiles, Data Export & Import