Donor & Recipient Info in Lists, Segments & Campaign Exports

🔍 Problem Statement

Currently, key customer and transactional data—such as billing information, shipping details, customer name, donor, and recipient information—are not fully available in lists, segments, campaign reports, or exports. This limits the ability of teams to perform targeted campaigns, reporting, and operational workflows (e.g., fulfillment, donor recognition), and often requires manual workarounds or data stitching.

💡 User Story

As a marketing or operations user, I want to access complete customer, billing, shipping, donor, and recipient information directly within lists, segments, campaign reports, and exports, so that I can run targeted campaigns, generate accurate reports, and manage fulfillment without needing external data manipulation.

🎯 Definition of Done (DoD)

1. The following fields to be added if doesnt exist:

2. Customer: First Name, Last Name

3. Billing Information: Address Line, City, State, ZIP

4. Shipping Information: Address Line, City, State, ZIP

5. Donor Information:

6. First Name, Last Name, Email

7. Address Line, City, State, ZIP

8. Recipient Information:

9. First Name, Last Name, Email

10. Address Line, City, State, ZIP

11. Exports (Lists, Segments, Campaign Reports)

12. All the above fields are included in:

13. List exports

14. Segment exports

15. Campaign report exports