Searching and Filtering Supporters

The Supporters page is your central hub for finding, filtering, and taking action on your supporter data. Whether you need to locate a single donor by name or build a complex filter to segment your audience, this guide walks you through everything available.

Searching for Supporters

The search bar at the top of the Supporters table lets you quickly find supporters by typing a name, email address, or phone number. Search works as a global text match across core supporter fields, so you don't need to specify which field you're searching — just start typing.

Search is debounced, meaning the system waits briefly (about 300 milliseconds) after you stop typing before running the query. This keeps things fast without firing unnecessary requests on every keystroke. Results load automatically as you type.

If you clear the search bar, the table returns to your current filtered or unfiltered view.

Filtering Supporters

Filters let you narrow down your supporter list based on specific criteria. Click the filter icon on the Supporters table to open the filter builder.

Filter Types

WeGive supports a wide range of filter types, each with its own set of comparison operators:

• Text — Filter text fields like name or email using operators such as "is," "is not," "contains," or "does not contain."

• Number — Filter numeric values like login count or total payments with operators like "equals," "greater than," "less than," or "between."

• Number Range — Set a minimum and maximum value to find supporters within a specific numeric range.

• Currency — Filter monetary values like total given or estimated monthly recurring revenue (EMRR) using currency-specific comparisons.

• Currency Range — Define a dollar amount range for financial fields.

• Date — Filter by a specific date on fields like created date, last donation date, or last seen date.

• Date Range — Set a start and end date to find supporters active within a window of time.

• Relative Date — Use dynamic date filters like "in the last 30 days" or "in the last 12 months" that automatically adjust over time.

• Select — Choose a single value from a dropdown, such as supporter type (individual or company) or lifecycle stage.

• Multi-Select — Choose multiple values from a list, such as filtering by several tags or communication lists at once.

Filterable Fields

You can filter supporters by a broad set of fields, organized into these categories:

Core Information

• Name

• Supporter type (individual or company)

• Lifecycle stage

• Created date

• Active, archived, or all supporters (view filter)

Contact Details

• Email addresses (primary, secondary, tertiary, preferred)

• Phone numbers (mobile, office, home, other, preferred)

• Mailing and billing address fields (street, city, state, zip, country)

Giving History

• Total lifetime giving

• Total given this year

• Estimated monthly recurring revenue (EMRR)

• Total payments

• Last donation date

• Total pledged

• Recurring plan status and amounts

Engagement

• Engagement score

• Number of logins

• Last seen date

• Total sessions

• Total messages sent/received

• Last message date

Contact Preferences

• Do not contact

• Do not email

• Do not SMS

• Do not mail

Relationships and Segmentation

• Tags (search and select specific tags)

• Communication lists (search and select lists)

• Campaigns (search and select campaigns)

• Fundraisers (search and select P2P fundraisers)

• Journeys (search and select donor journeys)

• Household membership

Integration Status

• CRM sync status (last integration status)

• Salesforce ID

Custom Fields

• Any custom fields your organization has created can also be used as filter criteria.

Combining Filters

You can stack multiple filter conditions together to create precise segments. For example, you could filter for supporters who gave more than $500 this year, are tagged as "Major Donor," and are subscribed to your monthly newsletter communication list — all in a single view.

Table Columns

The Supporters table displays data in customizable columns. Available columns include:

• Name

• Email

• Type (individual/company)

• Lifecycle stage

• Total given

• Total given this year

• EMRR (estimated monthly recurring revenue)

• Total payments

• Last donation date

• Engagement score

• Logins

• Last seen

• Total sessions

• Total messages

• Last message date

• Household

• Do not contact / Do not email / Do not SMS / Do not mail flags

• Account enabled status

• Created date

• Updated date

You can toggle columns on or off to show only the data that matters for your current workflow. Columns can also be sorted to reorder the table — for example, sorting by total given (highest to lowest) or by last donation date (most recent first).

Saving Table View Presets

Once you've configured a set of filters, sorting, and visible columns, you can save that configuration as a preset so you can return to it later without rebuilding it.

To save a preset:

1. Set up your desired filters, sort order, and column visibility.

2. Click Save as new preset.

3. Give the preset a name (e.g., "Lapsed donors — no gift in 12 months" or "Monthly recurring givers").

To switch between presets:

Use the dropdown arrow next to the table header to select from your saved presets.

To delete a preset:

Open the preset filter screen and choose Delete preset.

Shareable URLs

Your current table state — including filters, sorting, and pagination — is encoded in the page URL. This means you can copy the URL from your browser and share it with a teammate, and they'll see the exact same filtered view. This is especially useful for collaborating on supporter segments or sharing reports.

Bulk Actions on Filtered Results

After searching or filtering your supporters, you can select individual supporters or select all matching results to perform bulk actions:

• Tag — Apply one or more tags to the selected supporters.

• Add to Journey — Enroll selected supporters in a donor journey.

• Subscribe to Communication List — Add supporters to a communication list for email campaigns.

• Remove from Communication List — Unsubscribe supporters from a specific list.

• Generate Giving Summary — Create giving summaries for selected supporters for a chosen year.

• Pin Post — Pin an impact story in the donor portal for selected supporters.

• Remove from Post — Remove supporters from an impact story.

• Remove from Impact — Remove supporters from impact numbers/cards.

• Archive — Move supporters to the archived view (supporters are archived rather than permanently deleted).

• Restore — Bring archived supporters back to the active view.

• Re-sync — Trigger a CRM resync for selected supporters.

Exporting

You can export your filtered supporter data as a CSV file. The export system offers several options:

• Field selection — Choose exactly which data points to include, pulling from supporter fields as well as related data from campaigns, funds, checkouts, and recurring plans.

• Scheduled exports — Set up recurring exports on a daily, weekly, monthly, or yearly basis with relative date filters that adjust automatically.

• Large dataset handling — Exports with more than 100,000 rows are automatically split into multiple files.

Tips

• Use relative date filters (e.g., "last 30 days") for segments you check regularly — they stay current without needing to update the date range manually.

• Save commonly used filter combinations as presets to speed up your daily workflow.

• Combine tags and giving history filters together to build targeted segments for outreach campaigns.

• Use the share URL feature to send a specific supporter view to a colleague without them needing to rebuild the filters