Welcome Series Distress in Luminate

Wendy Turner

I'm trying to set up a Welcome Series in Luminate and I'm having difficulty creating the query logic. I want first transaction date equals 1 day prior to today (I also have First Gift Date that I could select) I also want to select only Direct Mail, Monthly, Unsolicited, Telemarketing - but 'campaigns' don't seem to be an option to select. I was just wondering if anyone can help? Thank you.

Nyleva Corley

Hi, @Wendy Turner! Thank you for posting this interesting question related to a Luminate welcome series you're creating. I'm on the Luminate Services team, and I'll connect with my colleagues to see if there might be an option for you — something along the lines of donor source type. This is for a new donor welcome series, correct? Be back soon with an answer. TY!

Wendy Turner

Thanks Nyleva! I thought I got the RE New Donor Welcome workflow going, but something is going wrong. The list had 5 new donors in it, but this morning no action was stamped to my fundraiser account and the list is now empty!

Luis Brooks

Hi @Wendy Turner ,

The Campaign field isn’t available within the Query tool. I recommend confirming that your Campaign and/or Donation Form is configured to place constituents into Groups at the time of donation.

Once that is set up, you can use a Group clause in your query to target those constituents.

Helpful references to add constituents to Groups:

• Campaign - https://webfiles-sc1.blackbaud.com/files/support/helpfiles/lo/content/donation_management_creategroup.html
• Donation Form - https://webfiles-sc1.blackbaud.com/files/support/helpfiles/lo/content/donate_tutorial_form_create.html

Nyleva Corley

Thank you for the group clause idea, @Luis Brooks!

@Wendy Turner, let us know if you have success with the group clause in your Luminate query, once your RENXT workflow is back in action.

Thank you both!
Nyleva

Wendy Turner

I will look into this. In the meanwhile, I'm trying to set up the workflow in RE NXT. I thought I had it, but something is going wrong. The list had 5 new donors in it yesterday at around noon, but this morning no action was stamped to my fundraiser account and the list is now empty!