Omitting an appeal unless donor has given to another appeal in same time frame?

Maddie Babel · July 2021

For our appeals mailings, we want to omit those who have given via employee giving (we note that as an appeal on the gift record) in the last year, unless they have also given to another appeal in the same span of time. My main idea is to merge some queries to create the outcome I want but was hoping it may be possible to do in one query. Does anyone have any ideas/suggestions?

Thanks much!

Lauren Fardella 3 · July 2021

you can add Appeal is Not One of criteria?

Mark Guncheon 2 · July 2021

Set up criteria in your query in the summary part to pull anyone who has more than 1 gift during the time period. Then, using OR add another summary that pulls all gifts in that time period with all appeals except the one with that employee appeal., This should work unless someone gives multiple times to the employee appeal.

Dariel Dixon 2 · July 2021

A merged query is the best way to go. The problem is the employee appeal plus another appeal grouping. Because you can't include and exclude those same folks within the same query.

I would look at doing 2 simple queries of employee gift within time frame + another appeal gift within the time frame. Once you have that group, then you only need any constituents NOT EQUAL TO employee giving within the time frame, and then merge with an OR.

Alan French · July 2021

Could you do it by querying for everyone with at least one gift to an appeal that's ‘one of’ every appeal except the employee giving appeal? That would include people who had only given to something else, plus people who had given to both, but not people who had only given through employee giving.

Maddie Babel · July 2021

Thanks for this suggestion! To query on the appeal like this, would you suggest using summary information on total number of gifts?

Maddie Babel · July 2021

Thanks for this suggestion! To clarify - do you suggest including the employee gift within time frame + another appeal gift within the time frame in the same query? I tried that and I didn't get any results, so wanted to double check that I'm understanding you!

Maddie Babel · July 2021

Thanks for the suggestion! Unfortunately in this case, many of our donors give multiple employee gifts in a year.

Maddie Babel · July 2021

No, as we still want to include those who have given via employee giving if they have given to another appeal as well. I don't want to omit employee giving entirely.

Dariel Dixon 2 · July 2021

Maddie Babel:
Thanks for this suggestion! To clarify - do you suggest including the employee gift within time frame + another appeal gift within the time frame in the same query? I tried that and I didn't get any results, so wanted to double check that I'm understanding you!

I would. Use summary information of Total # of gifts <0 (employee gift) AND summary information for Total Gifts (another appeal).

Maddie Babel · July 2021

That worked! Thank you so much for your help!

Omitting an appeal unless donor has given to another appeal in same time frame?

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