Introducing Unified Contacts and Segments
Ever spent hours piecing together who your supporters are across different platforms? You’re not alone. That’s why we’ve created two powerful new features aimed at solving this problem once and for all: Unified Contacts and Segments.
When your supporter data lives in different places, it creates real challenges:
- You miss the complete picture of who your supporters really are
- Thanking and recognizing multi-channel supporters becomes nearly impossible
- Identifying your most valuable supporters takes a lot of manual work
- Reporting becomes an amalgamation of spreadsheets and data matching
- Developing personalized support journeys is a struggle
Sound familiar? Here’s the good news: there’s now a better way.
Unified Contacts: your supporters’ complete story in one place
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Our new Unified Contacts feature brings all supporter activities together into single, comprehensive profiles. Here’s what this means for you:
- All fundraisers, donations, registrations, and leads appear in one unified profile for each supporter.
- Data refreshes automatically, giving you the most current view of your supporters.
- Filter contacts by activity type, amount raised, campaign name, platform source, and date ranges.
For example, you might discover that a supporter, who you thought was just a first-time Facebook fundraiser, has actually registered for your virtual 5K and raised money through JustGiving. With this complete picture, you can thank them properly for their total contribution to your cause and begin to identify your most valuable supporters.
Why this matters:
- Stronger relationships – recognize and reward multi-channel supporters with personalized outreach.
- Better reporting – eliminate manual data matching and create more accurate reports instantly.
- Smarter decisions – identify patterns and trends to guide future campaigns.
Advanced Filters and Segments: target the right supporters at the right time
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With our new segmentation tools, you can organize supporters into meaningful groups:
- Combine multiple filters to build the exact audience you need
- Turn any filtered view into a reusable segment that updates automatically
- See total contacts and amount raised by each segment
- Download your segments as CSV files
Here’s how this works in practice: Create a segment of “Active Facebook Fundraisers who’ve raised more than $100 for your October campaign,” then target them with special recognition or exclusive updates – you now know who your top supporters are so you can create more personalized supporter journeys. The segment updates automatically as new supporters meet these criteria.
How to get started with Unified Contacts and Segments
Ready to transform how you manage your supporter data? Here’s what you need to do to get started:
- Access the features: Navigate to Audience > Contacts in your GivePanel account
- Explore your unified profiles: Click on any contact to see their complete history
- Create your first segment: Use the filters to build a targeted group, then click “Save Segment”
- Take action: Use your new insights to create more personalized supporter journeys
The importance of supporter data
With Unified Contacts and Segments, you’ll spend less time trying to make sense of data from different sources and more time building meaningful relationships that drive your charity forward.
When you have a clear picture of your supporters, you can:
- Create more engaging, personalized supporter journeys
- Recognize and retain your most valuable fundraisers
- Make data-driven decisions to maximize fundraising potential
Let’s talk
Want to learn more about making the most of these new features? Get in touch with your account manager who can walk you through how to use these tools for your specific fundraising goals.
Not using GivePanel yet? Book a demo to see how Unified Contacts and Segments can work for your charity.