📊 SayPro Segmentation Template (.XLSX).

Worksheet Name: Donor Segmentation

Column Descriptions:

• Donor ID: Unique identifier for each donor.
• Full Name: Full legal or preferred name.
• Email Address and Phone Number: Contact details for outreach.
• Age Group: Use standard brackets (18–24, 25–34, etc.) for analysis.
• Gender: Useful for message personalization and event planning.
• Location: City, province, or country to assist in geo-targeted campaigns.
• Occupation and Income Level: Helps in crafting appeal language and campaign asks.
• Past Donation Amount and Donation Frequency: Shows giving capacity and loyalty.
• Interests / Causes: Matches donor passions with campaign themes.
• Preferred Contact Method: Email, phone, SMS, WhatsApp, etc.
• Engagement Score (1–10): Internal rating based on interactions, opens, clicks, etc.
• Notes: Extra details like birthday, past event attendance, or referral source.

📌 Tips for Use:

• Use filters to isolate segments (e.g., all monthly donors in Gauteng).
• Apply conditional formatting to highlight high-value or high-engagement donors.
• Use pivot tables to analyze segments and trends.
• Update quarterly to reflect donor behavior changes.