Constituent List - exclude/include

@Amy Bridges:

How are we excluding current fiscal year giving AND only including last fiscal year giving on constituent lists? Seeing how these are the basis of email lists there should be more logic capabilities. Right now I've built a list of LFY donors and then built another list of CFY donors and used that to exclude from the LFY donors but it doesn't auto update and just seems really cumbersome.

I have not attempted this via a List, but Query handles it quite well. You'll need to use the Gift Summary functionality toward the bottom of a constituent query.

Criteria would be - in English and not in RE-speak - anyone who gave $1 or more during last fiscal year, and gave $0 during this fiscal year. You'll want to specify gift types to include and possibly soft credits, but that's the starting point.

As an aside - I like to give people prompts to get started but not do their work for them, which is why I am providing a general response. Hopefully this gets you going in the right direction.

I think you're right @Amy Bridges. Lists were not designed to have that level of logic. It does seem a bit like a misstep to limit email campaigns to lists and not allow it to use queries where that functionality already exists. It does seem intentional though. I'd suggest searching through the idea bank or creating a new idea and letting us know, as that does seem like an oversight that would be worth fixing.

@Karen Diener, she can't use queries because she is using the email feature in NXT. The email only allows you to create an audience from a list, not a query. @Amy Bridges can only create a list from a static query. Maybe when the Constant Contact functionality comes along this will change.

@Dariel Dixon
I'm not sure it was intentional. Originally it seemed as though Lists was supposed to be the “better version of Query” in webview, completely redesigned from the ground up, just as webview batching was redesigned from the ground up. At a certain point BB realized that the old functions were much more robust than Lists and webview batching, and so they launched the plan to pull DB Query and Batch into webview instead - which is what they've been doing since last year. I think that is the reason that webview email links to Lists and not Query. My hope is that they add that connection down the road. But they have their hands full right now trying to meet their “complete webview functionality” by 2026 so as to deactivate DB view. So I don't imagine that other details like this will have much room in their priority list for awhile.

@Dariel Dixon create a static query, put it on queue to refresh (daily/hourly/etc), use the query to create an NXT list. now its essentially a dynamic query/list.

@Owen Norvell No, there's not. There's just @Kisha Baker's workaround, which is pretty common…if you have access to queue.

@Owen Norvell yes, if you have the queue module.

@Rebecca Tuszynski I'm in the US. Queue is only in databaseview still. It's an additional module in Admin.