Activate intelligence on your donor base
Connect a data source, sync your donors, and Together starts scoring. Within a day or two you'll have RFM scores, behavioural segments, and per-donor ask suggestions.
The intelligence engine runs automatically once you connect a source and sync. There's no manual training, no model tuning. This tutorial walks you through what to expect on day one and where to find each output.
Before you start
You need:
- ADMIN role on your org.
- A connected data source: NationBuilder, Raisely, or donations flowing through Together's own forms / checkout links.
- The Grow tier or higher. Without it, the Intelligence pages show an upgrade prompt instead of data; the scoring itself still runs in the background so the data is ready the moment you upgrade.
Step 1: Sync your donors
Go to Settings -> Integrations and connect a source if you haven't already. After connection, the first sync runs automatically. Subsequent syncs run on a schedule (NationBuilder hourly, Raisely on webhooks plus a backstop sync).
Wait for the first sync to complete. You'll know it's done when Donors shows a populated list.
Step 2: Wait for the scoring pass
Together's intelligence pipeline runs once a day as a scheduled job that recomputes scores for every org with donors. Individual donors are also rescored on the spot when a new donation lands. After your first sync, you'll typically see scores by the next morning at the latest.
While you wait, the Intelligence dashboard shows an empty state with a "Connect Data Source" prompt. Once scoring is done, the dashboard fills in with summary stats, top upgrade candidates, and lapse risks.
Step 3: Read the donor scores
Open Intelligence -> Scores. You see a table of your top 100 donors by RFM composite score.
Each row carries seven numbers:
| Column | What it means |
|---|---|
| RFM composite | A 3-15 score (sum of the three 1-5 subscores). Higher is better. The headline metric. |
| Recency | 1-5 score. Higher means more recent giving. 5 = gave in the last few weeks; 1 = gave once a long time ago. |
| Frequency | 1-5 score. Higher means more gifts. 5 = recurring or many one-offs; 1 = single donation. |
| Monetary | 1-5 score. Higher means larger gifts. 5 = your top quintile by total given; 1 = your bottom quintile. |
| Upgrade signal | 0-1 propensity. Higher means likelier to upgrade their giving (move from monthly to a higher amount, or one-off to recurring). Above 0.6 = strong candidate. |
| Lapse risk | 0-1 risk. Higher means likelier to stop giving. Above 0.5 = warning band. |
| RFM segment | A behavioural label derived from the three RFM subscores: Champion, Loyal, Potential Loyalist, Promising, New Donor, Needs Attention, About to Lapse, At Risk, Lost High Value, or Lapsed. |
The donor's name links into their detail page. Their suggested ask amount (if computed) shows in the rightmost column.
Step 4: Explore the segments
Open Intelligence -> Segments. This page shows the built-in Segment rows that Together maintains: Upgrade Candidates, At Risk of Lapsing, Reactivation, Recurring Donors, Recurring at Risk, New Donors, Champions, Major Gift Prospects, and Winback Now. Each one is a dynamic list refreshed on every scoring pass.
These Segments are distinct from the RFM segment label on each donor's score row. The RFM label describes one donor's bucket; the Segment rows are queryable groups your team can target.
Custom segments (created via the API or by Together support for now) appear below the built-in list.
What to do next
- Read the scoring model to understand what each number actually measures: The donor scoring model.
- Read how Together decides who to ask before designing your next campaign: How scoring decides who gets asked.