Governed identity matching
Likely duplicates are surfaced with their match signals for review. Merges happen when a person approves them — never automatically.
One record for every relationship.
Riverbend Action Fund/CRM · People · Overview
New segmentContacts
18,940
one canonical record each
Consent on file
14,120
email or SMS
Active lists
42
Merges resolved
1,286
last 90 days
Who's on the record
Donors
gave in last 12mo
Volunteers
active shifts
Members
dues current
Advocates
took an action
One person can be all four — no duplicate lists
Interactions on records · last 12 weeks
Giving Activity
Recent activity · every type, one feed
Dana Kim · $25 monthly donation
Sustainers Drive
Luis Peña claimed a canvass shift
Weekend Food Drive
Amara Sow signed Save Riverside Park
Petition · 2,847 signatures
Mia Rossi opened "April update"
Newsletter
Latest synced · demo data
Donors, volunteers, members, and advocates on one canonical record — with tags, lists, consent, and history that every workflow shares.
The operating loop
1One record
Every donation, shift, and signature lands on one person.
Donations, volunteer shifts, petition signatures, event check-ins, calls, and emails all write to a single canonical record — with tags, household, ownership, and consent in view. Follow-up always carries the context of everything that came before.
- One person can be donor, volunteer, and advocate at once
- Consent and contactability travel with the record
- Full history across every workflow, in one timeline
Riverbend Action Fund/People · Marcus Adeyemi
Add noteMA
Marcus Adeyemi
Owner: Field team · Household: Adeyemi
$310
lifetime giving
Donor Volunteer Advocate River cleanup
ConsentEmail OKSMS OKMail · DNC
History · donations, shifts, petitions, email
Donation · $25 monthly
Sustainers Drive · Completed
Volunteer shift · Canvass
Weekend Food Drive · checked in
Signed petition
Save Riverside Park
Opened "Match week update"
Newsletter
Thank-you call · spoke with donor
Owner: Development
Every workflow writes to this record — no re-keying between tools
2Segment
Build the audience with rules, not spreadsheets.
Compose segments from tags, giving, consent, and activity with AND/OR rules, and watch matched counts update as you refine. Every segment tells you how many are email-ready, SMS-ready, and excluded — so you send to the right people, cleanly.
- AND/OR rules across tags, giving, consent, and activity
- Live matched, email-ready, and excluded counts
- Do-not-contact records are excluded, never quietly hidden
Riverbend Action Fund/Segments · New segment
Save listActive donors with email consent, plus current volunteers
WhereTagisDonor
ANDLast donationwithin12 months
ANDConsent · EmailisOK
ORTagisVolunteer
Matched
12,480
Email-ready
10,920
consent OK
Excluded
1,560
DNC or no consent
Counts update as rules change · DNC contacts are excluded, never hidden
3Resolve identity
Merge duplicates on your terms, never behind your back.
Governed identity matching surfaces likely duplicates side by side with the signals that flagged them — email, phone, name, and address. Approve the merge or keep records separate. A person always makes the call, and every decision is logged.
- Candidate records compared field by field, with match strength
- Approve merge or keep separate — a human decides
- Every merge decision is recorded for review
Riverbend Action Fund/Identity · Review queue
Approve mergePossible duplicate · 2 recordsNeeds review24 in queue
Record A
MA
Marcus Adeyemi
Created Jan 2024 · 8 donations
Record B
MA
Marc Adeyemi
Created Mar 2025 · 1 shift
SignalRecord ARecord BMatch
Emailm.adeyemi@…m.adeyemi@…exact
Phone(•••) ••1-4821(•••) ••1-4821exact
NameMarcus AdeyemiMarc Adeyeminear
Address14 Maple St14 Maple Streetnear
Approve mergeKeep separateSkip
A human approves every merge · nothing combines automatically
4Learn
Saved lists every workflow can read.
Turn any segment into a saved list that refreshes on a schedule you set. Fundraising appeals, event invites, and outreach all pull from the same audience — so a list built once stays current everywhere it's used.
- Lists refresh on a schedule, no manual re-exports
- Size, last refreshed, and status visible at a glance
- Share lists with the team from one source of truth
Riverbend Action Fund/Lists · Saved segments
Saved lists
42
Auto-refreshing
28
Shared with team
19
ListSizeLast refreshedStatus
Active monthly donors2,1406:00 AMActive
Lapsed 2024 donors1,760YesterdayReady
Weekend volunteers8602 days agoActive
Members · dues expiring312RebuildingNeeds review
Petition signers · parks2,847DraftDraft
Lists refresh on a schedule you set — every workflow reads the same audience
Identity and consent are governed, not guessed.
Consent evidence & DNC
Consent is recorded with source and time, and do-not-contact is honored on every channel and in every segment.
Role-based field masking
Sensitive fields like full address and phone stay masked unless a role has permission to see them.
Audit trails
Merges, edits, and list changes are logged, so you can always see who changed what and when.
Explore the connected tools and workflows that extend the work above.
Every supporter, one story
Donors, volunteers, members, and advocates — on one record you can act on.
Sign a petitionRSVP to an eventStart a fundraiserKnock doorsPhone bankFollow a causeVolunteerLaunch a campaignText supportersShare your story