Follow

Lapsed Donor SmartList

Donor SmartList who gave some year but unfortunately not this year.

  • You can create the SmartList based on Donors.
  • Set the criteria as: Donation History>Period 1 total donations then choose "is greater than" and enter in $0
  • Click on the "Options" tab to set up the time frame for Period 1. Give Period 1 a name -for Example: 2009 - then set up the date range for 1/1/2009 through 12/31/2009.
  • Click on the Don't Show tab add a criteria set as: Donation History>Period 2 total donations then choose "is greater than" and enter in $0
  • Click on the "Options" tab to set up the time frame for Period 2. Give Period 2 a name -for Example: 2010 - then set up the date range for 1/1/2010 through 12/31/2010. This will show you all the donors that gave in 2009 but did not give in 2010.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk