Query of new email addresses

Joe Wappelhorst

Is it possible to create a query that will produce a list of consituents that have had their email added or changed within a specific timeframe. We need to export a list of new or changed email addresses each month.  Thanks in advance.

Joe Wappelhorst

JoAnn Strommen

Joe Wappelhorst:

Is it possible to create a query that will produce a list of consituents that have had their email added or changed within a specific timeframe. We need to export a list of new or changed email addresses each month.  Thanks in advance.

Joe Wappelhorst

Unfortunately, not really, that I've ever found.  You can do a query using Address >Date last changed > criteria this month.  It will pull all records with changes this month: could be change to email, could be change to zip, etc.  At present no way to really drill down to exactly what was changed.

Michael Sherman

Joe Wappelhorst:

Is it possible to create a query that will produce a list of consituents that have had their email added or changed within a specific timeframe. We need to export a list of new or changed email addresses each month.  Thanks in advance.

Joe Wappelhorst

I used to be asked for that list on a monthly but since it can't be done we settled on my running a complete list. Just make sure that the bounce-backs are taken care of before you run the new list.

Denise Covington

Joe Wappelhorst:

Is it possible to create a query that will produce a list of consituents that have had their email added or changed within a specific timeframe. We need to export a list of new or changed email addresses each month.  Thanks in advance.

Joe Wappelhorst

I haven't done this, but one thought would be to run an export of all email addresses with constituent ID (or import ID) and any other fields you would need in your report.  At the end of the month you would run another export.  You would have to write a crystal report that would point to both exports and lookup the current export value and then the last month's value and compare.  Since it involves phone numbers, this report could get a little tricky as it may require sub-reports.

Not sure how feasible this is, but at least a thought on the subject!  If you try this and it works, would love to hear back.

Melissa Graves 2

Joe Wappelhorst:

Is it possible to create a query that will produce a list of consituents that have had their email added or changed within a specific timeframe. We need to export a list of new or changed email addresses each month.  Thanks in advance.

Joe Wappelhorst

The only way to do this via query would be to have each person who adds/changes this data create a note or action every time they change or add an email so you have something to query on. RE does not retain change data so there is nothing to query on otherwise. If you do not need to do this via query but can do it another way you would export all records with emails every month as Denise suggested and use another system (Crystal, access, excel, etc.) - to compare the two and see who has changed.

Nicole S

Melissa Graves:
The only way to do this via query would be to have each person who adds/changes this data create a note or action every time they change or add an email so you have something to query on. RE does not retain change data so there is nothing to query on otherwise. If you do not need to do this via query but can do it another way you would export all records with emails every month as Denise suggested and use another system (Crystal, access, excel, etc.) - to compare the two and see who has changed.

 I do not query on changes but I have figured out a way for us to query on new email addresses.  You could adapt it to look for changes, but it is more manual.

Our organization sends out regular emails via constant contact totally separate from what we do in the development office.  In order to add donors to this list I have to export the email addresses and send them to the person who manages the constant contact account.  I created an attribute to mark email addresses that I had sent to constant contact. I created a query with any records with email addresses that did not have that attribute.  When I export these records, I just use a global to add the attribute.  Then when I run the query it is empty until new emails are added.

For changes, the person making the change would need to manually adjust the attribute to get the record to pull in the query.