Every way in, one list that fills itself.
Bring contacts in from spreadsheets, past campaigns, new donations and your subscribe page. Smart lists fill themselves and smart tags keep everyone labeled, so the right people get the right message.
Contacts
- ways to bring contacts in
- 6
- kinds of smart tag rule
- 5
- live sources for smart lists
- 3
- contact tools
- 34
Import a spreadsheet in minutes.
Upload a CSV and the columns are matched for you, including labels like Work email and Mobile, and your own custom fields. Tag everyone, review it, and see exactly what came in.
Beacon supporters
| File | Uploaded | Status | Rows | Imported | Skipped | Errors | Warnings | Action |
|---|---|---|---|---|---|---|---|---|
gala-rsvps.csv Chana Fried | Sep 16, 2026 | Completed | 486 | 486 | 0 | 0 | 0 | |
board-members.csv Rachel Levin | Aug 25, 2026 | Completed | 24 | 24 | 0 | 0 | 0 | |
newsletter-2024.csv Chana Fried | Jun 24, 2026 | Completed | 962 | 904 | 58 | 0 | 11 |
Bring back everyone who gave before.
Pick your past campaigns and import their donors or team creators into a list. Each person arrives once, with what they gave across every campaign you chose.
- Donors or team creators from any campaigns in your organization
- People from several campaigns combined into one contact
- Giving totals arrive as fields on the contact: total donated, number of donations, smallest, largest and average donation, and the last donation date
- Contacts already on the list are updated, not duplicated
Beacon supporters
| Title | Name | Phone | Address | Status | Action | |
|---|---|---|---|---|---|---|
Mrs. | Sarah Klein Past donorsautoGala guest | Work: [email protected] Home: [email protected] | Mobile: (212) 555-0184 | 84 Maple Ave Brooklyn, NY 11218 | Subscribed | |
Mr. | Avi Rosen Past donorsauto | Work: [email protected] | Mobile: (718) 555-0132 Work: (718) 555-0199 | 1120 Ocean Pkwy Brooklyn, NY 11230 | Subscribed | |
Ms. | Dina Levy Engaged, not yet givenauto | Home: [email protected] | Mobile: (347) 555-0176opted out | 55 Bedford Rd Lakewood, NJ 08701 | Subscribed No texts | |
Mr. | David Mendel Past donorsauto | Work: [email protected] | Mobile: (516) 555-0143 | 7 Church Ln Monsey, NY 10952 | Subscribed |
Lists that fill themselves.
Set a few rules once, and every new donation, team or abandoned checkout that matches lands on the list the moment it happens, no import needed.
- Add donors by donation amount and date
- Add team creators by goal, raised or number of donors
- Add people who did not finish checking out
- Matches who are not contacts yet can be created and added
Beacon supporters
Tags that keep themselves up to date.
Tag people by how they give, whether they finished checking out, how they engage with your emails, or which list they are on. Tags go on when people match and come off when they do not.
Contacts
Tagged the moment it happens, in a nightly sweep, or with Run now.
Tag people who opened, clicked, bounced or went quiet.
Donors who are not contacts yet can be added to a list and tagged.
Tag them, and the right message follows.
Set a campaign to send on a contact event, and it turns into an always-on automation. Point it at a smart list and everyone who lands there hears from you.
- When a contact is tagged, send an email or a text
- When a contact joins a list, welcome them
- When a donor leaves checkout, send a reminder
- Each contact gets each automation once
You are including all contacts
This message goes to everyone in the audience, including people who already donated to this campaign. Would you like to leave them out?
Welcome to the Beacon Fund family, {{first_name}}. Your donation is already at work. Reply STOP to opt out.
Reach exactly who you mean.
Build an audience from tags, lists, custom fields and past sends, in groups of rules joined by AND or OR. See the count before you send.
- Tags, lists, custom fields and email or text history
- Groups of rules, each matching all or any of them
- Unsubscribed and bounced contacts left out automatically
- A contact count before every send
You are including all contacts
This message goes to everyone in the audience, including people who already donated to this campaign. Would you like to leave them out?
The details that keep your list healthy.
Everything a contact needs, and everything you need to trust your list.
People sign themselves up, with consent recorded.
Several labelled emails, phones and addresses for each contact.
Store anything, then use it in imports, audiences and personalization.
Email and text opt-outs tracked separately.
Bad emails and short phone numbers are flagged on import.
Find contacts by status, tags, engagement or missing details.
Works hand in hand with
Contact questions, answered.
Not sure how your list would come together? We’ll walk you through it.
Book a demoUpload a CSV with automatic column matching, import donors or team creators from your past campaigns, or add people one at a time. New donations, teams and abandoned checkouts can flow in on their own with a smart list, and people can sign themselves up on your subscribe page.
Start your RaiseThon today.
Experience the power of efficient crowdfunding. Let’s make your dream a reality, together.