Welcome Series Distress in Luminate

Wendy Turner
Wendy Turner
Kudos 1 Facilitator 1
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions

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.

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Answers

  • Nyleva Corley
    Nyleva Corley Blackbaud Employee
    Tenth Anniversary Name Dropper Facilitator 1 Participant

    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
    Wendy Turner
    Kudos 1 Facilitator 1

    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
    Luis Brooks Blackbaud Employee
    Tenth Anniversary Kudos 1 Name Dropper Facilitator 1

    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
    Nyleva Corley Blackbaud Employee
    Tenth Anniversary Name Dropper Facilitator 1 Participant

    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
    Wendy Turner
    Kudos 1 Facilitator 1

    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!

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