Excluding Prospect Plan Participants from Marketing Efforts

patrick diment
patrick diment
Fourth Anniversary
in Blackbaud CRM™ General Discussions

Hi!

Our organisation uses the prospect plan participants area to include people who may not be prospects themselves, but are still part of the plan e.g. contacts, friends, employees.

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Since these people are not necessarily donors or people who have consented to receiving marketing material, we would like to be able to exclude them from Marketing Efforts. I cannot figure out how to do this because creating an Ad-hoc Constituent Query will only allow you to create a selection of the constituents who are the primary prospect. There is no ‘flag’ for prospect plan participants on constituent records, this field only exists under the Prospect node which cannot be used in a Marketing Effort.

Has anyone else come across this issue and devised a solution? Any help is greatly appreciated!

-Patrick

Comments

  • Clint Grossnickle
    Clint Grossnickle Blackbaud Employee
    Eighth Anniversary Kudos 1 Name Dropper Participant

    Hi Patrick,

    You can use a user defined smart query definition to create a selection from one query view and define the record type to create a selection that surfaces in a different query view. For example, you can create a selection of constituent prospect plan participants from the prospect plan query view using a smart query instance that is created from a smart query definition with the record type equal to constituent. I have attached a file with details on creating the smart query definition. Once you have the smart query definition, you can then create a smart query instance, leave the filter blank, and save the instance as a selection that is available in query designer. This selection will be available in the constituent query view and can be included as exclusionary criteria when creating your marketing effort segments.

    Smart Query Definition for Prospect Plan Participants.docx

  • Spencer Lassen
    Spencer Lassen
    Tenth Anniversary Kudos 1 Name Dropper Participant

    That's a fascinating idea and tried to follow your steps but I think maybe I'm missing something.

    I created a new smart query instance using the plan participant constituent record as the primary key and it sets the type to “constituent” like in your documentation but when I go and create that smart query instance or look at the definition in shell design the record type of this new smart query is still a prospect plan query type and those selections are not referenceable as an exclusion selection on a marketing effort.

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