Automate your Donately donor segmentation with AI
Swiftask connects your AI agents to Donately. Analyze donation behaviors in real-time and categorize your donors for highly targeted fundraising campaigns.
Result:
Increase conversion rates and donor engagement through precise, automated segmentation.
AI Agents
donately
Connector donately · Secure OAuth 2.0
Manual segmentation holds back your fundraising strategy
Managing donor lists by hand is a waste of time. You miss key segments and send generic messages that fail to convert. The result: donor disengagement and declining revenue.
Main negative impacts:
Non-personalized messaging
Without fine-grained segmentation, you treat recurring donors the same as one-time donors. Relevance suffers.
Time-consuming list management
Updating segments after every donation requires hours of tedious administrative work.
Missed opportunities
You fail to detect weak signals (e.g., high-potential inactive donors) fast enough to act.
Swiftask automates the classification of your Donately donors. Your AI agents analyze donation data in real-time and update your segments without human intervention.
BEFORE / AFTER
What changes with Swiftask
The traditional method
Your team exports Donately reports every week, sorts columns in Excel, then imports lists into your email tool. The process is slow and prone to human error.
The Swiftask automation
As soon as a donation is received, your Swiftask AI agent analyzes the profile, amount, and frequency. It automatically tags the donor in the correct segment. Your campaigns stay updated.
4 steps to automate your Donately segmentation
1
STEP 1 : Create your Swiftask agent
Configure an AI agent dedicated to donation data analysis in the Swiftask interface.
2
STEP 2 : Connect your Donately account
Link your Donately account to allow the agent to access transaction streams in real-time.
3
STEP 3 : Define your segmentation criteria
Establish business rules (e.g., 'donor > $500', '6-month recurring donor') to guide the AI.
4
STEP 4 : Start the automation
The agent processes data and updates your segments continuously without any intervention.
Advanced features for your donors
The AI analyzes total amount, last donation date, frequency, and donation source for a 360° view.
- Target connector: The agent performs the right actions in donately based on event context.
- Automated actions: Automatic list add/remove, trigger personalized emails per segment, alerts for major donors, sync with your CRM.
- Native governance: All segmentation decisions are logged in Swiftask for total transparency on your processes.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-donately@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why choose Swiftask for your donations?
Increased personalization
Send the right message to the right donor at the right time.
Maximum productivity
Eliminate manual data entry and focus on donor relationships.
Segment precision
Stop making sorting errors thanks to rigorous AI logic.
No-code adaptability
Adjust your segmentation criteria in a few clicks without technical help.
Real-time reactivity
A new donor is classified instantly as soon as their transaction is validated.
Security and compliance
Swiftask applies enterprise-grade security standards for your donately automations.
- Secure connection: Swiftask uses secure, encrypted API access to communicate with Donately.
- Data privacy: Your donor data remains under your total control within your workspace.
- Full audit trail: Every segmentation operation is logged for simple and effective auditing.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your results
| Metric | Before | After |
|---|---|---|
| Segmentation time | Several hours/week | 0 seconds (automated) |
| Conversion rate | Low (generic messages) | Improved (precise targeting) |
| Data errors | Frequent | Negligible |
Take action with donately
Increase conversion rates and donor engagement through precise, automated segmentation.