Hello all,
I'm officially stepping beyond my comfort zone and starting to run some lists! I want to run a data request by you all and figure out the best solution. Here's the list I'm looking for:
Visitors between 6.1.23 and 9.15.23
Not currently Members
No lifetime Giving
"Show me a list of everyone who attended from 6.1.23 through 9.15.23, who isn't a member, and who hasn't given to us before."
Here's my criteria so far:
How do I add in "has not given" and "is not a member"? When I add in 'Membership Level' NOT IN '(all the levels)', it gives me an error message:
When I add in 'Contribution Amount' = $0, it still pulls in people with giving.
This seems like an extraction problem. Would it make more sense to run the list above, then extract out (members) and (people who've given)?
Here's what I ended up with:
Any errors that jump out at you?
Do you mark people as inactive or deceased? We always include those as suppressions.
I don't think so, but I added in 'First Name Status' and 'Second Name Status' IN deceased as a suppression as well.