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

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Sara Bruns 2
Sara Bruns 2
Ninth Anniversary First Comment Facilitator Level 1 Praiser Level 1
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
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?
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  • Jeremy Reynolds
    Jeremy Reynolds
    Ancient Membership 100 Comments 25 Likes Name Dropper

    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
    Sara Bruns 2
    Ninth Anniversary First Comment Facilitator Level 1 Praiser Level 1


    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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