Can anybody provide a summary on best order of segments, including suppressing when pulling extraction counts?
Why/how?
EX. three years of giving, 2015, 2016, 2017. Wanting list of donors who donated all three years.
Any assistance is appreciated.
Best,
Donna
Lied Center for Performing Arts
Lincoln, NE
Unknown said: Can anybody provide a summary on best order of segments, including suppressing when pulling extraction counts? Why/how? EX. three years of giving, 2015, 2016, 2017. Wanting list of donors who donated all three years.
Donna,
In this example, I would do the following:
Build a List with the following criteria:
Contribution Received Amount >= 0.01
Contribution Campaign Has 2015 Annual Fund
Contribution Campaign Has 2016 Annual Fund
Contribution Campaign Has 2017 Annual Fund
The result of the above list will capture all donors who gave to all three of those Campaigns because you're using Has instead of In as the Operator.
Then you can go into Extraction Manager and set up Suppression criteria for whatever you want to suppress (Inactive accounts, Bad addresses, etc.) and use the List you built as the line item that reports out of the extraction after suppressions are run.
Hi Donna,
One way to do this: create a separate List Manager list for each campaign (and dollar range, etc.) you want for consecutive giving. For example, one list for 16/17 Annual Fund, one for 15/16 Annual and one for 14/15 Annual.
Then in a separate list or extraction (with suppressions first in an Extraction) – use one line for each
List In = List 1
List Has = List 2
List Has = List 3
The parameters can all be “Has” as well.
Tony
Tony Exler Director of Data Standards Nashville Symphony Schermerhorn Symphony Center One Symphony Place Nashville, TN 37201-2031 T 615.687.6535 F 615.687.6403 texler@nashvillesymphony.org NashvilleSymphony.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Donna Seefeld Sent: Friday, January 13, 2017 10:09 AM To: Tony Exler Subject: [Tessitura Development Forum] DEV Extraction Pulls
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Following on from the above once you have created the first 3 lists (ne per contribution year) rather than create a lit got to extractions
Set up segments as follow
001 - Not in 2015 list (suppress)002 - Not in 2016 list (suppress)003 - Not in 2017 list (suppress)
020 - Constituent number >1 (all customers - this should be everyone who contributed each year)
After segment 3 the only customers you should have left are those who contributed in all 3 years and this means, setting customer_no>0 catches all remaining customers which are the ones you want. The reason why an extraction may be better is that you can now add more criteria between 003 and 020 and this will only apply to the 3 year donor - so you can see restrict by geography, total_contribution amount etc and it keeps those list criteria simple as due to the suppression the customers who didn't contribute in any one year have already been removed.
Mark
I hope that I am understanding the question. To confirm, you would like a list of those who donated in each of the 3 years. IE: Donor 1234 donated $x in 2015, AND $x in 2016 AND $x in 2017? Yes? To do this, I would pull a list and select the appropriate campaigns. OR this would be ONE segment within my extraction.
As far as hierarchy and order of segments, generally suppressions are listed first. However, sometimes an in-line suppression is necessary. For example, our board members. They receive ALL company communication, no matter what. Then I would place that particular segment above my standard suppressions.
If you want to know x number of donors for each year individually without duplication, then I would separate the appropriate campaigns into different segments within the extraction starting with the most recent year. IE: seg 1) 2017 donors, seg 2) 2016 donors, and seg 3) 2015 donors. This will give you the unique names to those different years without duplication. Your results will also show you who has not returned as a donor in those particular years; which equals potential RENEWALS and REENGAGEMENT.
I hope this helps.
Marie
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Marie Kocher | Development Assistant
Kansas City Ballet | Todd Bolender Center for Dance & Creativity
500 W. Pershing Road, Kansas City, MO 64108
816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)
kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Donna Seefeld Sent: Friday, January 13, 2017 10:15 AM To: Marie Kocher <mkocher@kcballet.org> Subject: [Tessitura Development Forum] DEV Extraction Pulls