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8.8. List Processing

List Processing

 

List A

– Click in the box and search for the first list you would like to manipulate.

 

List B – Click in the box and search for the second list you would like to manipulate.

 

Results

 

Join – Select this option to combine the two lists. Note that if a record is in both lists it will not be duplicated.

 

Difference – Select this option to leave only records from List A which are not in List B.

 

Intersection – Select this option to leave only the records which are both in List A and List B.

 

List Name – You must enter a name in this field. This is what the list will be referred to as throughout the rest of the system.

 

Date – Enter a date in this field. Most people enter the date the list was created, but you can use any date you like.

 

Description – Enter a short description of the list. This might include the parameters or steps used to generate it.

 

Create New List – Once you have all of the settings set as desired, click on "Create New List". Once this is done, the list will be able to be processed. You can even select the list as a new List A or List B, thus refining your lists to as specific a level as you need.

 

 

You can also use the Search and List Processing features when creating a donor prospect list.

To solicit those who have not yet made a donations to your campaign, go to Search > Quick Selections > All Individuals. This will give you a list of all individuals in your dataset, regardless if they have donated.
Then, save that list and run a "Basic Receipt Search" by going to Search > Receipt Search > Basic Search. Save that list and process the difference.
When you go to process the lists, you have 2 lists. Everyone in your dataset and the other list is just contributors. You use the list processing to remove second list from 1st list which gives you individuals who have not contributed.
To do this go to Search > List Processing and select your list names in the List A and List B selection areas. Select "Difference" and create a name for your new list and a description if you would like.

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