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
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