HomeCampaign ManagerFrequently Used Contacts SearchesDonated Last Cycle but not This Cycle

5.8. Donated Last Cycle but not This Cycle

Searching for All Records that Donated Last Cycle but not in the Current Cycle

Pulling a list of all records in your database that donated in the last election cycle but not in the current one is best done via Contacts. Just follow these steps:

  1. Click on Contacts.
  2. Click on Filters.
  3. Click on Add Filter Option.
  4. Scroll down to or search for the green Election Period filter and then click on it.
  5. Select Is Any Of and then type and select all of the election periods that make up the previous election cycle.
  6. Click the Add Option button.
  7. Now find the red filter called Cycle-To-Date Total Amount and click on it.
  8. Set the bubble to Is Less Than, and then type in $.01.
  9. Click the Add Option button.


Your contacts search should now look like the below screenshot. Finally, click Fetch Results. Campaign Manager will now generate a list for you of any record that donated in the previous cycle, but has not yet donated in the current cycle!

 

This page was: Helpful | Not Helpful