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!

Wendy Turner

https://community.blackbaud.com/discussion/comment/312378#Comment_312378

HI Luis, I"m circling back on this and am exploring groups. Do you know if I can configure auto group adds to put first time donors to the org into a group?

Wendy Turner

HI @Luis Brooks!

Im circling back on this and am exploring groups. Do you know if I can configure auto group adds to put first time donors to the org into a group?

Luis Brooks

Hi @Wendy Turner

This can be accomplished using Queries and Groups in Luminate Online.

You can create a query to identify first‑time donors using one of the following criteria:

First Transaction Date = within X days of today
OR
Lifetime Transaction Count = 1

Once the query is created, you can use the query results to generate a Group. That group can then be refreshed on a scheduled basis so new first‑time donors are automatically added as they meet the criteria.

If the Groups are being used for a new‑donor welcome series, you would typically create one query (and group) per message, for example:

Message 1: First Transaction Date = 1 day prior to today
Message 2: First Transaction Date = 5 days prior to today
Message 3: First Transaction Date = 9 days prior to today
etc.

Helpful documentation :

Luminate Query overview - https://webfiles-sc1.blackbaud.com/files/support/helpfiles/lo/content/data_management_advanced_query.html
Use query results to generate a Group - https://webfiles-sc1.blackbaud.com/files/support/helpfiles/lo/content/data_management_advanced_query_usingqueryresults.html

Note: If your site has an integration feeding constituent data back into Luminate Online, you may want to use External First Gift Date instead of First Transaction Date, as this can be more reliable in integrated environments.

Wendy Turner

This is great! But I guess there isn't a way of selecting campaigns ie only Monthly Donors, One Time Gifts, Direct Mail….etc. in LO. I don't want to include Tribute Gifts to the Welcome Series. Thank you so much.