We want to start sending donor anniversary cards once each month. I’m not sure how to best pull this info.
Basically, if you gave your first ever gift on March 10th of 2005, March would be your anniversary month.
Is there a way to pull this information? Or will this need to be a custom built attribute?
Thanks,Joshua
The SQL code to pull the information is:
In LVS_GIFTSTATS, you can also select:
To build these as Output Set Elements, you'll need to work in TR_QUERY_ELEMENT and TR_QUERY_ELEMENT_PARAMETER in the System Tables.
Hi Joshua,
Like Brian said the quickest way to do this is with Output Builder, and yes it requires a custom element. The exact coding is available in the Output Set Builder Cookbook.
The cookbook will have you use the standard Tessitura SQL view for contributions which is different than the local custom view (LVS_GIFTSTATS) that Brian uses.
Jared
To piggyback on the great answers already here, it may help to quickly define what constitutes a 'first gift' for your team in case it affects how you build your custom element.
For example, coding the element to only pull gifts greater than $0 will squash any $0 contributions that might be lurking due to adjustments. You could also customize the output to only look at certain campaign categories for example, if you wanted to exclude things like event tickets/auctions/raffles and target the patron's first traditional annual fund gift. Hope that helps!