How to learn if it's the patrons first time donating tickets in Analytics

Hello All,

We have a COVID19 campaign for ticket donations. How can I check to see if this is the first time the patron has donated tickets in Analytics? 

Thanks,

Nathaniel 

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  • Hi Nathaniel,

    Let's say I have a dashboard filtered to the COVID19 Campaign, and SLI Status = Return in Benevolent Mode. If we put together a Pivot widget, with Constituent on Rows, then we can create a formula to calculate whether, for each constituent, their first order (within the COVID19 Campaign that was Returned in Benevolent Mode) is their first order associated with ANY Campaign (but still where the ticket was Returned in Benevolent Mode). The formula would look like:

    IF (
      [Min Order ID] = ( [Min Order ID] , ALL( [Campaign] ) )
      , 1 , 0
      )

    Then use that value as a Widget Filter, limiting the results to constituents with a Value = 1.

    If we add Grand Totals, we can set the widget to Jump To the _Constituents dashboard, Apply, and clicking on a Grand Total result, save a list from there.

    Best,
    Chris

  • Curious about this. So in this example is the assumption that the Return in Benevolent Mode tickets have been returned in a new order with a source tied to the COVID19 campaign?  Otherwise, wouldn't the orders with tickets having an SLI status of Return in Benevolent Mode be tied to the campaigns selected in the original performance setup?

  • Or the source on the original order, I suppose...

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