Smart List Setup & Donor Segmentation

Description

Ready to take the guesswork out of donor engagement? TechSoup has teamed up with Constant Contact for an exclusive, 4-session progressive cohort designed to help you build, launch, and automate a high-impact fundraising campaign step-by-step.

If your donor list is a mess and you're not sure who should get which message, this session fixes that. Learn why batch-and-blast emails fall flat and how simple segmentation boosts retention — then get hands-on formatting your spreadsheet for import, building custom fields like Last Gift Date and Donor Tier, and creating dynamic segments and tags (think Lapsed, VIP).

You'll leave with: A cleaned, segmented list ready for targeted outreach.