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
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
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