Email Lapsed sustainers based on most recent sustainer gift date.

Stephen Gouws 2 · September 2019

I'm struggling to find a reasonable solution to target sustainers by their most recent gift date.

The final outcome would be(Lapsed sustainers):

If a sustaining gift fails, is cancelled etc - ie. if they are now no longer considered a sustainer
AND

Their most recent sustaining gift was over 30 days ago (This distinction is important, as we plan to have 3 emails - 30 day , 60 day , 90 day )

I want to throw them into a group for targeting.

However, there doesn't seem to be query options to pick up on sustainer giving history, relating to dates or timeframes, options here are very limited.

Has anyone else built a similar program and how was it achieved ?

Thanks,

Stephen

Brian Mucha · September 2019

Using Query, I think it would be:

   Status equals Lapsed Sustaining Donor

   AND Intervals Since Last Successful Payment equals 1

So the above would be everyone who's last payment failed. Run that daily, and send a daily recurring email to that group and it will reach everyone whose payment just failed. This is essentially the same thing as the failed payment autoresponder though.

   Status equals Lapsed Sustaining Donor

   AND Intervals Since Last Successful Payment equals 2

2 intervals would be the second failed try, two months since the last payment.

You never get to 3, because at that point the status changes to canceled. So instead I think it would be...

   Status equals Canceled Sustaining Donor

   AND Actual End Date equals 1 day or days prior to today

BPM

Email Lapsed sustainers based on most recent sustainer gift date.

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