Welcome Series Distress in Luminate

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

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.

Hey there, @Wendy Turner

I am a consultant on the team with Luis and Nyleva. I hope I can help answer your question above.

For sustaining donors, you will add under "Sustained Giving Information" and in the second dropdown, you will choose "Status". Then, you will use this selection three times to add three lines to the query with all three lines being wrapped in a parenthesis.

e.g.
AND (Status equals Current Sustaining Donor
OR Status equals Lapsed Sustaining Donor
OR Status equals Partially Lapsed Sustaining Donor)

The reason for the lapsed and partially lapsed is that these are technically still a current sustaining gift. For lapsed, the last payment attempt had an issue (e.g. card on file expired, insufficient funds, maybe the card was reported lost or stolen and a new card number was sent tot he cardholder, but they haven't updated their information on file yet, etc.) and a partially lapsed status is where more than one sustaining gift is on the person's record and at least one of those gifts is experiencing an issue with payment processing.

For one-time gifts, you would flip the "equals" in the query logic above to "not equal to".

For Direct Mail, that might be something you need to track on your side by adding all direct mail people into their own group (e.g. through a data sync) and then you would add the group clause to your query, e.g. AND a member of direct mail group.

For anyone who is an honor/memorial tribute donor, you may need to add those people to a group. To do that, you can run a report where the gift is an honor gift under Fundraising > Donation Management on the Donation Reports tab or through a Report Writer report where you have a filter on the report to isolate honor/memorial gifts. From there, you can choose to add the results of the report to a group after it has run. Then, in your query, you would use the group clause option to have AND not a member of the tribute donors group as a part of the query's logic.

I hope you find this response helpful.

Thanks,
Will
Principal Consultant, Luminate Online
Blackbaud Professional Services