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Creating segment for active recurring donors in specific impact area



  • Stefania Bracho Liberatore

    Hi Rebekah, 

    Thanks for sending over your question! 

    I would recommend creating 3 segments so that you can get the data that you are looking for. 

    Segment 1 - Active Recurring Donors

    Segment 2 - Any transaction linked to that Impact Area. 

    Segment 3 - You add those 2 segments as the filters for the segment. 

    Let me know if you have any questions about this! 


  • Rebekah Thorman

    Thank you for taking the time to help, Stefania!

    Even with the segmentation you suggested, I'm still finding that it brings in donors who have made a one-time donation to that impact area (segment 2) but are recurring donors in another impact area (segment 1). I would like to filter it down to just the recurring donors in a specific impact area, if possible! 

  • Claudia Hundloe

    Hi Rebekah, 

    This is a while ago now and you might have worked it out but I'd suggested checking whether your filter settings are "Filter for contacts that match               All                       Any          of these conditions:" rather than "Any". That could be what is letting those other Impact Areas through when you search for Active Recurring Donors. 



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