A talk for the Melbourne Nonprofit User Group
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Now remember to change the Type to Appeals (or change it to blank, save, then to Appeals if it already set to Appeals). Check the Campaign Member Statuses.
A suggestion in the User Group was to create more Statuses such as Sent - Previous Donor, Sent - This Year Donor - rather than Sent.
As there is not Feed Tracking or Field History Tracking on Campaign Members (There is this horrible work around by Salesforce though) you will loose the status you set. So the idea was to create a custom field on the Campaign Member for Previous Status and update that via a Workflow when the Status is changed.
Step 3 - Reports
Now start to build your reports.
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- Email Appeals = true OR Valid Mailing Address = true (depending on how you set up your helper formulas)
- AND Latest Gift Date > THIS YEAR (or THIS FISCAL YEAR if you want to go back to the beginning of your financial year). See https://help.salesforce.com/apex/HTViewHelpDoc?id=custom_dates.htm
Donors Last Year
Organisations & Contacts report Types (or Accounts & Contacts)
- Email Appeals = true OR Valid Mailing Address = true
- AND Latest Gift Date = LAST YEAR (or LAST FISCAL YEAR).
Donors in past 5 years
Organisations & Contacts report Types (or Accounts & Contacts)
- Email Appeals = true OR Valid Mailing Address = true
- AND Latest Gift Date < LAST 2 YEARS (or LAST 2 FISCAL YEARS).
- AND Latest Gift Date > LAST 6 YEARS (or LAST 6 FISCAL YEARS).
High Value Donors
Organisations & Contacts report Types (or Accounts & Contacts)
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