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How do I export my saved segments so I can take action?

Once you have gained insight into your opportunities, it is time to take action! You can export any saved segment from your GivingDNA account.

Step 1:

Filter your constituents or giving dashboards so that it reflects the segments you would like to engage with (see details for instructions if needed), or save an "Opportunity Segment".

Step 2:

Navigate to your segment dashboard

Step 3:

Click the Actions box icon in the upper right corner of the segment you would like to export, and then select Download.


Step 4:

The Export Segment box will pop up where you can select "Export" to receive an email to download the segment.