Segment criteria reference
Every filter you can put on a custom segment, what it measures, and the units to type in. A donor joins the segment only when they match every criterion you add.
A custom segment is a list of criteria. Each criterion is a field, a comparison, and a value - for example "Total given (all time) is at least 500". A donor is a member when they match all of the criteria (they combine with AND, not OR). Membership recomputes the moment you save, and again on each daily scoring pass.
Build segments under Segments (Grow and above). For the scoring model behind the RFM and signal fields, see The donor scoring model.
Comparisons
The comparisons offered depend on the field's type.
| Comparison | Meaning | Used by |
|---|---|---|
| is | Exact match | All fields |
| is not | Exclusion | Number and choice fields |
>= / <= | At least / at most | Number fields |
> / < | Greater than / less than | Number fields |
| between | Inclusive range (a low and high value) | Number fields |
| is any of | Matches any value you tick | Choice fields |
| is none of | Matches none of the values you tick | Choice fields |
Yes/No fields (for example "Has active recurring gift") support only is.
Giving
The most direct filters: how much and how often a donor has given. Amounts are in dollars (AUD). "This year" means the current calendar year to date.
| Criterion | What it measures |
|---|---|
| Donation count (all time) | Number of confirmed gifts the donor has ever made. |
| Donation count (this year) | Confirmed gifts made since 1 January this year. |
| Total given (all time) | Sum of every confirmed gift, in dollars. |
| Total given (this year) | Sum of confirmed gifts this calendar year, in dollars. |
| Average gift amount | Total given (all time) divided by the number of gifts, in dollars. |
| Largest gift amount | The single biggest confirmed gift the donor has made, in dollars. |
| Days since last gift | Whole days since the donor's most recent confirmed gift. Lower means more recent. |
| Gift trend | Direction of the donor's last three gifts: trending up, trending down, flat, or unknown (fewer than three gifts). |
Recurring and engagement
| Criterion | What it measures |
|---|---|
| Has active recurring gift | Whether the donor currently has at least one active recurring donation. |
| Days since last recurring gift | Whole days since the donor's last recurring payment. Useful for catching recurring gifts that have quietly stopped. |
| Engagement count | How many interactions other than gifts Together has recorded for the donor. |
| Days since last engagement | Whole days since the donor's most recent recorded interaction. |
Intelligence signals
Propensity scores from 0 to 1. They are population-level signals for triage, not predictions about any one donor - read How scoring decides who gets asked for how they are built.
| Criterion | Range | What it measures |
|---|---|---|
| Upgrade signal | 0-1 | How strong the case is that the donor would give more if asked. Higher is stronger; above ~0.6 is a strong candidate. |
| Lapse risk | 0-1 | How likely the donor is to stop giving. Higher is more at risk; above ~0.5 is a warning band. |
| Reactivation score | 0-1 | For donors who have gone quiet, how likely they are to give again if re-approached. Higher is more promising. |
RFM scores
The recency / frequency / monetary model. Powerful for ranking, but the composite is a relative score, not a dollar figure. If you are new to segments, the Giving fields above are usually a more intuitive starting point. Full detail in The donor scoring model.
| Criterion | Range | What it measures |
|---|---|---|
| RFM composite score | 3-15 | The sum of the three sub-scores below. The headline ranking number; 15 is the strongest. |
| RFM segment | label | The donor's behavioural label (Champion, Loyal, At Risk, and so on). Pick one or more with "is any of". |
| Recency score | 1-5 | How recently the donor gave, relative to your other donors. 5 is the most recent fifth. |
| Frequency score | 1-5 | How often the donor gives, relative to your other donors. 5 is the top fifth. |
| Monetary score | 1-5 | How much the donor has given in total, relative to your other donors. 5 is the top fifth. |
Seasonality
| Criterion | What it measures |
|---|---|
| Peak giving month | The donor's historically strongest giving month, as a number (1 = January to 12 = December). |
| This month is their peak month | Whether the current month matches the donor's peak giving month - handy for timing an ask. |
Donor identity
| Criterion | What it measures |
|---|---|
| Donor type | Whether the donor is an individual, organisation, trust, or unknown. |
Location
Filter by where the donor lives. These read the donor's address, so they only match donors who have one recorded.
| Criterion | What it measures |
|---|---|
| State / territory | The donor's Australian state or territory. Pick one or more with "is any of". The donor's state matches whether it's recorded as a code (NSW) or a full name (New South Wales). |
| Postcode | The donor's postcode as a number, so you can target a range with "between" - for example 2000 to 2999 for Sydney/NSW. Donors without a valid Australian postcode don't match. |
Worked examples
- Lapsing major donors: Total given (all time)
>=1000, AND Days since last gift>=180. - Upgrade candidates: Upgrade signal
>=0.6, AND Has active recurring gift is Yes. - First-gift welcome: Donation count (all time) is 1, AND Days since last gift
<=30. - Seasonal re-ask: This month is their peak month is Yes, AND Reactivation score
>=0.4. - NSW major donors: State / territory is any of New South Wales, AND Total given (all time)
>=1000.
What to do next
- Build a segment: Segments.
- Understand the scores: The donor scoring model.
- See how scores drive asks: How scoring decides who gets asked.