How would I create a query in Raiser's Edge for a Luminate Online welcome series?

Sara Bruns 2

We've developed a donor welcome series and new constiuent welcome series we would like to send out. Previously, we would build the queries in Luminate - now that have the RE/LO integration, how would we replicate those same queries in Raiser's Edge?

Jeremy Reynolds

Sara Bruns:

We've developed a donor welcome series and new constiuent welcome series we would like to send out. Previously, we would build the queries in Luminate - now that have the RE/LO integration, how would we replicate those same queries in Raiser's Edge?

Depends on how you want to query. Assuming you wanted to make the query in RE and then use the results as an email sending group, you'd just save the query to a folder called "Luminate" within your RE instance. Once that's done, you can go into LO's Constituent 360 and click the green "Map a new group to an offline segment," and you should see a list of all your saved RE queries in the dropdown (just above rebuilding options).


Finalize the group's name, security settings, rebuilding options, etc. From there, you'll follow the same workflow as normal to send the message, adding the RE-generated data to your campaign as a delivery group.

Sara Bruns 2

I'm semi-familiar with RE fields. I need to figure out the
corresponding RE fields for the following Luminate
fields:
 
System
creation date falls on or before 1 day prior to
today
AND System
creation time falls on or after 7 days prior to
today
AND not a
member of [existing query name]
AND System
Donor Status equals non-donor
 
I’m guessing System Creation Date in
Luminate is the same as Constituent > Date Added in RE, but I
don’t know where to finfd “Donor Status” in RE?

 

Sara Bruns

Online Fundraising Manager

Conquer Cancer Foundation of the American
Society of Clinical Oncology

2318 Mill Road, Suite 800

Alexandria, VA 22314

571-483-1453

conquer.org   • asco.org •
cancer.net • cancerlinq.org

 

Making a world
of difference in cancer care


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