Do Not Mail - Query

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Emily Rubino
Emily Rubino ✭
Ancient Membership Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussion
I am trying to pull a query list of donors who donated a specific amount in a specific date range. I want to exclude constituents who are deceased and who have requested to not receive mailings. The issue is that the previous person using Raiser's Edge was not using the "Do Not Solicit" solicit code, so I cannot filter my results using that option. She was going into each record and unchecking the "Send mail to this address" box. I can't seem to find a way to filter out those who have had this box unchecked. I see the "do not mail to this contact" field option, but seems to be specific to businesses and organizations. It is possible I am missing this field, as I am relatively new to Raiser's Edge and still learning how to use everything. Does anyone have any suggestions on how I might do this? Thanks for any input you can provide!
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Emily Rubino:
    I am trying to pull a query list of donors who donated a specific amount in a specific date range. I want to exclude constituents who are deceased and who have requested to not receive mailings. The issue is that the previous person using Raiser's Edge was not using the "Do Not Solicit" solicit code, so I cannot filter my results using that option. She was going into each record and unchecking the "Send mail to this address" box. I can't seem to find a way to filter out those who have had this box unchecked. I see the "do not mail to this contact" field option, but seems to be specific to businesses and organizations. It is possible I am missing this field, as I am relatively new to Raiser's Edge and still learning how to use everything. Does anyone have any suggestions on how I might do this? Thanks for any input you can provide!

    Emily

    First to remove deceased constituents, go to your query.  On the criteria tab, just uncheck the center box at the very top for what records to include in the query.

    For the addresses, if the previous staff person unchecked the send mail to the address, it most likely left the constituent with no address having the box checked.  If that's the case, I don't think the third checkbox on the criteria tab will do it - I think it just filters out records with the 'no valid address' box checked on Bio 1 of their records. So you may need to add criteria to your query for Address > Send Mail to this Address > equals yes. I'd be able to use "Peferred Address - Send Mail to this Address"  but not sure how your address data is entered.  Every record has a preferred address.

    If that's not generating the list you need, you may want to take your query to a mail function - either labels or letter.  Not that you'll run/use the labels or letter but mail functions on the address tabs (step 4) give you the option to exclude records without an address.  I know this one functions off the checked/unchecked send mail button.  If you check the create query box on the general tab, you'll get a query of the records with only the send address box marked.   Sort of a work around but should work.

  • Dawn Brenner-Plonski
    Dawn Brenner-Plonski ✭
    Ancient Membership Photogenic First Reply
    Emily Rubino:
    I am trying to pull a query list of donors who donated a specific amount in a specific date range. I want to exclude constituents who are deceased and who have requested to not receive mailings. The issue is that the previous person using Raiser's Edge was not using the "Do Not Solicit" solicit code, so I cannot filter my results using that option. She was going into each record and unchecking the "Send mail to this address" box. I can't seem to find a way to filter out those who have had this box unchecked. I see the "do not mail to this contact" field option, but seems to be specific to businesses and organizations. It is possible I am missing this field, as I am relatively new to Raiser's Edge and still learning how to use everything. Does anyone have any suggestions on how I might do this? Thanks for any input you can provide!

    Another option which I use often to pull out addresses that have the "send mail to this address" unchecked is to use Export. Because we have constituents with multiple addresses, sometimes they only want mail going to one of their addresses. The "Send Mail To this Address" box would be unchecked for the address that they don't want us to mail to. I would group my constituents in Query and then in Export, include the criteria of "Send Mail To This Address" equals Yes. 

    We use the Attribute tab with the category of Mailing Status and the Description of No Mail for constituents that do not want any type of mail from us because we also provide a No Mail list for our PR/Marketing department for scrubbing No Mail from their mailings.

  • Emily Rubino
    Emily Rubino ✭
    Ancient Membership Facilitator 1
    JoAnn Strommen:

    Emily

    First to remove deceased constituents, go to your query.  On the criteria tab, just uncheck the center box at the very top for what records to include in the query.

    For the addresses, if the previous staff person unchecked the send mail to the address, it most likely left the constituent with no address having the box checked.  If that's the case, I don't think the third checkbox on the criteria tab will do it - I think it just filters out records with the 'no valid address' box checked on Bio 1 of their records. So you may need to add criteria to your query for Address > Send Mail to this Address > equals yes. I'd be able to use "Peferred Address - Send Mail to this Address"  but not sure how your address data is entered.  Every record has a preferred address.

    If that's not generating the list you need, you may want to take your query to a mail function - either labels or letter.  Not that you'll run/use the labels or letter but mail functions on the address tabs (step 4) give you the option to exclude records without an address.  I know this one functions off the checked/unchecked send mail button.  If you check the create query box on the general tab, you'll get a query of the records with only the send address box marked.   Sort of a work around but should work.

    [quote user="JoAnn Strommen"]

    Emily

    First to remove deceased constituents, go to your query.  On the criteria tab, just uncheck the center box at the very top for what records to include in the query.

    For the addresses, if the previous staff person unchecked the send mail to the address, it most likely left the constituent with no address having the box checked.  If that's the case, I don't think the third checkbox on the criteria tab will do it - I think it just filters out records with the 'no valid address' box checked on Bio 1 of their records. So you may need to add criteria to your query for Address > Send Mail to this Address > equals yes. I'd be able to use "Peferred Address - Send Mail to this Address"  but not sure how your address data is entered.  Every record has a preferred address.

    If that's not generating the list you need, you may want to take your query to a mail function - either labels or letter.  Not that you'll run/use the labels or letter but mail functions on the address tabs (step 4) give you the option to exclude records without an address.  I know this one functions off the checked/unchecked send mail button.  If you check the create query box on the general tab, you'll get a query of the records with only the send address box marked.   Sort of a work around but should work.

    [/quote] Joann, thank you for your reply! I appreciate the detailed steps and will try what you have suggested. I believe that will do the trick!

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