Custom Categories example

Here is a bit on the Custom Category I was talking about
Currently

  1. I run 3 dynamic lists - Renew, New and Reengage. They are ticketing lists but you could easily construct rules to tease out the giving periods that relate (and likely you already have)
    1. NB/ They are exclusive (does not have) so that no one appears in 2+ of those lists
  2. I use Manage Constituencies on those lists schedules every night to give those folks the Constittuency overnight (I also do Subs and Single TKT each year)
  3. I have a TX_ANALYTICS_DIVISION_ELEMENT/Custom Category 01 Element of 
    1. Data Select: max(c.description)
    2. Data From: dbo.V_CUSTOMER_WITH_PRIMARY_AFFILIATES q join dbo.vx_const_cust_active x on x.customer_no=q.expanded_customer_no join dbo.tr_constituency c on x.constituency=c.id 
    3. Data Where: c.rank=(select min(b.rank) from dbo.vx_const_cust_active a join dbo.tr_constituency b on a.constituency=b.id and a.customer_no=x.customer_no and b.id in (79, 95, 96))   --those numbers are the Constituency IDs from TR_CONSTITUENCY

From there I can use Custom Category 01 to break by or filter Renew, New, Reengage, None or a mix including on Line Graphs which is an incredible win for me looking at purchasing trends for Subs and Single Tickets and especially looking at which people are responding to discount offers (we always hope "New"). 

I can see how that'd be helpful for Donor Trends and can't wait to give it a crack.