Segments
Segments are the groups of donors your broadcasts are sent to, built from the donation data already in CharityStack.
Use Segments when you want a broadcast to reach the right donors instead of everyone — recent donors, recurring donors, donors who gave to a specific effort, or any group you can describe.
How Segments Works
Each segment card shows its type:
Static list: a fixed set of contacts. The list only changes when you change it.
Dynamic filter: a set of conditions. The segment updates itself — any donor who meets the conditions is included automatically, and donors who no longer match drop out.
Some segments come predefined for you, such as recurring donors and lapsed donors. They're dynamic, so they stay current as your donors give — a donor who starts a recurring gift joins the recurring donors segment on their own.
Segments can also use contact tags as conditions — for example, a dynamic segment of everyone tagged "Gala 2026".
Before You Start
Must be in a plan with Marketing enabled. Marketing is included on the Base plan and above.
Create a Segment
Open CharityStack and go to Segments in the sidebar.
Click Create Segment.
The builder opens right on the page. Use the AI creator to describe the audience you want in plain language — it turns your description into the segment for you.
Review the conditions or list, adjust anything you like, and save.
Manage Segments
Each segment card shows its name, description, membership type, and how many contacts it currently includes. Open a segment to review who's in it.
From a segment's menu you can Edit, Duplicate, or Delete it. Deleting is permanent: this removes it from your marketing tools and your dashboard. Broadcasts targeting this segment will lose their audience. This action cannot be undone.
Before deleting, check whether any broadcast still targets that segment and point it at a new one.
Notes
Dynamic segments recalculate on their own — you don't need to refresh them before sending.
A contact can be in any number of segments at once.
Troubleshooting
Segment count looks low: check the conditions on a dynamic filter — a condition that's too narrow excludes more donors than expected.
A broadcast lost its audience: its segment was deleted. Open the broadcast and choose a new segment.
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