Conquer Your Querieswith Luminate Online™ CHELSEA DEROCHÉ

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Agenda

• Overview of queries in Luminate Online• Create a simple query• Create a time-frame query• Review • Summary

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Overview

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How do I segment constituents based on location, interests, or

other criteria?

Overview

You can use queries to target specific constituents.

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When Should I Use Query?

• You need to identify sets of constituents who share specific characteristics, such as “lives in Texas” or “joined our organization in the past week.”

• You need to be able to refresh the groups so they always include the most current group of constituents who match the characteristics.

• There is not an existing Constituent360 group or Report that will identify the constituents.

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When Should I Use Query?

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Who are the people that live in

Texas and donated over $100 within

the past 30 days?

Who donated to our annual

membership campaign?

Query vs. Report

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Query Report

Generates a list of constituent records that meet specified criteria.

Generates various types of information based on fields and filters selected, not just constituent records.

Does not allow users to choose fields for output.

Allows users to select and rename output fields.

Does not include a scheduling option. Includes options for scheduling the report to run at a specific time or a specific frequency.

Can output results to a group or a mail merge.

Can output results as a constituent group (if applicable), CSV file, PDF file, HTML file, and/or printed document.

Supports automatic rebuilding of groups. Supports the addition of results to an existing or new group.

A Simple Query

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Query: Lifetime Donors $1,000 or More

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I need to find all of my Texas donors who have given $1,000 or more.

Query Workflow

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Query List Tab

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Query Info Tab

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Steps to Start Creating a Query

1 On the Data Management menu, click Query.

2 On the Query List tab, click Create a new Query.

3 On the Query Info tab, enter a name and description, and then select asecurity category.

4 Click Save.

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PracticeYou want to create a query to find all Texas constituents who have given over $1,000.• Enter the following name: <My Last Name> Texas Constituents

Lifetime Giving Over $1,000.• Enter the following description: All donors who live in Texas

and have given a total of $1,000 or more.• Restrict the query to administrators.

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Query Builder Tab

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Types of Query Clauses• Field Clause

• Information in a constituent record• EX: State/Province, Origin Application Type, Last Transaction Amount

• Group Clause• Members of specified groups• EX: Interest Opt-In Groups, Donor Groups, Event Attendees Groups

• Interaction Clause• A specific interaction logged on a constituent record• EX: specific Survey Submitted, Sustaining Gift Payment Failed,

eCommerce Purchased from specific store

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Types of Query Clauses (Optional)• Action Alert Clause

• Available to organizations that have the Advocacy module enabled.• Filters by records that are eligible to participate in a specified action alert.• Lists only currently active Action Alerts.

• Center Opt-in Clause• Available to organizations that have the MultiCenter module enabled.• Filters by records in specified Center(s).• Lists only currently active Centers.

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Query Operations - AND

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Query Operations - OR

OR

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Query Operations - Parentheses

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Query Operations - Parentheses

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Query Operations - Parentheses

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( )

Steps to Define Field-Based Query Criteria

1 Click the Query Builder tab.

2 In the Field Type list, select the relevant field type.

3 In the Field list, select the appropriate field.

4 Click Add Field Clause. A window appears.

5 Select a query operator.

6 Select or enter a value.

7 Click Save.

8 Repeat steps 1 through 7 for each criterion you want to add to the query.

9 Join the clauses with OR or AND, and group clauses with parentheses as needed.

10 Click Save Query.

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PracticeAdd two field clauses to the query you created. Verify the clauses are linked with AND.• Field clause: Include donors whose Lifetime Giving Amount

(found under Transaction Information) is greater than or equal to $1,000.

• Field clause: Include donors whose State/Province Home Address is Texas.

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Results Tab

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Group Information Tab

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Steps to View the Query Results and Create a Group

1 Click Run Query.

2 On the Results tab, review the list of records to confirm that the correctrecords are included.

3 Click Use Query. A window appears.

4 Click Create a Group.

5 Click Go.

6 On the Group Information tab, determine the group name anddescription.

7 Select the security mode, security category, and group type.

8 Define settings for group rebuilding.

9 Click Save. A confirmation message and the Members tab appear.

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PracticeView the query results and create a group.• Run the query.• Create a group from the query results.• Accept the default settings.• Select Donors as the group type.• Rebuild the group once a year.

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Rebuilding a Query-Based Group

Texas $1,000 or More Donors

Moved to Texas

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Moved from Texas

Time-Frame Query

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Query: New Constituents

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I need to find all constituents who joined in the last

week.

Defining the Creation Time Frame

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Defining the Creation Time Frame

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Defining the Creation Time Frame

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Practice

Create a query to find constituents added to Luminate Online in the past 1 to 7 days.• Enter the following name: <My Last Name_First Name> New

Constituents - 1 week or less.• Enter the following description: Constituent records added in

past 7 days.• Restrict the query to administrators.• Field Clause: Include constituents added to the database on

or before 1 day prior to the current date.• Field Clause: Include constituents added to the database on

or after 7 days prior to the current date.• Link Clauses: AND.

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Excluding Constituents with a Suppression Group

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Welcome Series Suppression

Group

I need to exclude constituents who have been involved with my organization for a long time, but just gave me their email address.

Practice

Create a query to find constituents added to Luminate Online in the past 1 to 7 days.• Group Clause: Exclude constituents who are in the Welcome

Series Suppression Group.• Link Clauses: AND.• Run the query.• Create a group from the query results.• Accept the default settings.• Select Welcome Series as the group type.• Rebuild the group once a year.

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Discussion

How would you create this query:

A. Constituents who live in Texas, have given $1,000 or more total, and have purchased something via eCommerce?

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Discussion

How would you create this query:

B. People with credit cards expiring at the end of this month (card expires after tomorrow but before 30 days from today)?

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Discussion

How would you create this query:

C. LYBUNT constituents (those whose last donation is between 24 and 12 months ago)?

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Summary

• Overview of queries in Luminate Online• Segments constituent records by criteria.• Allows for creation of rebuildable groups.

• Create a simple query• Enter the query information.• Add clauses to the query to define criteria.• Run the query.

• Create a time-frame query• Add one clause going forward in time and one clause going backwards in

time.• Add suppression group(s), if desired.

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