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How do I identify donors who are likely to upgrade?

Identifying donors who you can upgrade to a larger donation is very important. There are many factors that go into making this insight including repetition of giving history and giving amount.

The following feature is available for Insights Pro customers. If you’d like to unlock this feature, please click here to upgrade.

Opportunity segmentation is one of the many features offered in an Insights Pro Subscription. If you don't have insights pro, you can easily get access by clicking - "upgrade to unlock". If you have Insights Pro, from your segments dashboard, find the "opportunity segment" and click on the box "Donors Likely to Upgrade".



Once you have run this segment and can identify who your upgrade opportunities are, consider:

  • Encouraging them by referencing the last amount they gave to inspire them to give more. Show the difference only a slight upgrade will make with examples
  • Sharing the impact of their past gifts. When you know which campaign they've donated to, you can remind donors of what they've already achieved. By showing constituents you're a good steward of their funds, you'll be more likely to secure a second donation
  • Inviting them to join your Giving Society if you have one and they aren't presently members
  • Putting them on a cultivation track with personal or personalized outreach. Building the relationship will then allow you to successfully make a larger ask


If you'd like to export this segment and take action with these constituents, click Save.

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Then navigate back to your segments dashboard. Scroll to the "Saved Segments" section of the segments dashboard and click the export box for the segment you want to export.

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Causemo Insights will take a few moments to process your data and prepare the export. When it is ready you can click download from the actions column at the bottom of your segments dashboard.

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