DEV Extraction Pulls

Former Member
Former Member $organization

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

 

Parents
  • 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.

    Thank you,
    Brian


    [edited by: Brian Parker at 3:42 PM (GMT -6) on 13 Jan 2017] Edited for formatting purposes.
Reply
  • 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.

    Thank you,
    Brian


    [edited by: Brian Parker at 3:42 PM (GMT -6) on 13 Jan 2017] Edited for formatting purposes.
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