Smart Query Definitions

Enables you to browse a list of constituent records that are associated with tributes. A tribute is a revenue recognition that is in relation, or tribute, to someone else. For example, tributes can include "In memory of," "In honor of," 'In recognition of," or "On behalf of."

On the Parameters tab, specify the tribute association type. You can include acknowledees, tributees, or both. You can also select a tribute type or default designation.To base the query on a certain group of constituents, you can specify a constituent selection to use. You can also specify a tribute letter.

After the query processes, the Results tab displays the constituent records that meet the criteria, along with primary address information and tribute details.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you generate correspondence.

Enables you to browse a list of constituents whose primary addresses meet specified criteria. You can use County, City, State, and ZIP/Postal code as address criteria to create a smart query.

On the Parameters tab, you specify the address criteria to use and then the countries, cities, states, or ZIP/postal codes to match with your constituents.

After the query processes, the Results tab displays the constituent records that meet the criteria, and their primary address information and lookup IDs.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you determine discount eligibility. For example, you could create a discount that is only available to patrons who live in a certain city or are residents of a certain state.

Enables you to browse a list of constituents with a last recorded interaction during a specified time period.

On the Parameters tab, you can specify a constituent selection to use. You can also specify the time range for the last interaction, such as greater than or less than a certain number of days, weeks, months, or years ago. If you use interaction categories, you can limit the results to a certain one.

After the query processes, the Results tab displays the constituents who fit the criteria and their primary address information; the date, owner of, and category of the interaction; and a calculation of how much time has elapsed since the interaction.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you generate appeal mailings or other types of correspondence. You might, for example, try to reengage donors who have no interactions recorded in the last 3 years.

Enables you to browse a list of constituents with a last recorded revenue during a specified time period.

On the Parameters tab, you can specify a constituent or revenue selection to use. You can also specify the time range for the last revenue, such as greater than or less than a certain number of days, weeks, months, or years ago.

After the query processes, the Results tab displays the constituents who fit the criteria and their primary address information; the revenue date and amount; and a calculation of how much time has elapsed since the revenue was recorded.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you generate appeal mailings or other types of correspondence. You might, for example, try to reengage donors who have not given a gift in the last 3 years.

Enables you to browse the records included in any constituent selection, whether it was created by an ad-hoc query, another smart query, or a business process.

On the Parameters tab, select the constituent selection to use. After the query processes, the Results tab displays the constituents in the selection and their primary address information.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you generate correspondence.

Enables you to browse a list of constituents who gave a gift on a specific date or within a specified date range.

On the Parameters tab, you can specify a constituent or revenue selection to use. You can also specify a date or date range for the anniversary, as well as a total amount given. If you want to limit the results of the query to a smaller number of records, you can select to include only a top number or percentage of donors.

Note: The Top percent of donors parameter does not take the Total amount given parameter into account. The Top percent of donors parameter is always based on the time period specified, along with the specified designation, appeal, and constituent selection parameters. Therefore, if you enter both a Total amount given and a Top percent of donors, the results will first calculate the top percentage and then, of those constituents, show the one who meet the total amount given parameters.

After the query processes, the Results tab displays the constituents in the selection and their primary address information, and the amount and date of the revenue transaction.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you generate appeal mailings or membership renewals.

Enables you to browse a list of constituents who gave a gift.

On the Parameters tab, you can specify a designation, campaign, appeal, or selection to use. You can also specify a time period or a total amount given. If you want to limit the results to a smaller number, you can select to include only a top number or percentage of donors.

Note: The Top percent of donors parameter does not take the Total amount given parameter into account. The Top percent of donors parameter is always based on the time period specified, along with the specified designation, campaign, appeal, and constituent selection parameters. Therefore, if you enter both a Total amount given and a Top percent of donors, the results will first calculate the top percentage and then, of those constituents, show the one who meet the total amount given parameters.

After the query processes, the Results tab displays the constituent records that meet the criteria.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you generate correspondence.

Enables you to browse a list of constituents who registered for past events.

On the Parameters tab, select whether to view the registrants for a specific event, any event on a specific date, or within a specific time period such as last year. You can also select whether to include only registrants who attended the event.

After the query processes, the Results tab displays the constituent records that meet the criteria.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you generate event invitations.

There are two LYBUNT constituents smart queries. One uses actual revenue and the other uses recognition credit. They enable you to browse a list of constituents who gave a gift — or received recognition credit for a gift — Last Year But Unfortunately Not This year.

On the Parameters tab, you can define which dates to use for this year and last year in the LYBUNT comparison. You can also specify a constituent selection to use.

After the query processes, the Results tab displays the constituent records that meet the criteria.

On the Set save query options tab, you can save the results as a selection for use in other processes, such as when you generate correspondence.

Enables to you browse a list of members based on parameters you specify such as membership program or level, membership type, membership status, or months before or after expiration.

On the Parameters tab, select the parameters to use in the query.

After the query processes, the Results tab displays the members that meet the criteria.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you send membership renewal notices or membership upgrade appeals.

Provides a list of donors who gave gifts that qualify for Gift Aid but do not have a valid declaration on file.

On the Parameters tab, you can select constituents to include as well as a date range.

After the query processes, the Results tab displays the donor’s name and donations received. The Donations received column displays the total of all potential payment application amounts that are qualified for Gift Aid. Payments to pledges for covenants are not included.

The potential total tax claim amount is the sum of the potential base tax claim amount and the potential transitional tax claim amount.

Note: The Potential Gift Aid smart query displays potential tax claim associated with the site or sites accessible by the user running the query.

Enables you to identify gifts from constituents who have a relationship to a matching gift organization. You can use the smart query to send correspondence to constituents who meet the criteria.

On the Parameters tab, you can specify a constituent selection to use. You can also specify an organization and date range.

After the query processes, the Results tab displays the constituent records that meet the criteria.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you generate correspondence.

There are two SYBUNT constituents smart queries. One uses actual revenue and the other uses recognition credit. They enable you to browse a list of constituents who gave a gift — or received recognition credit for a gift — Some Year But Unfortunately Not This year.

On the Parameters tab, you can define which dates to use for this year in the SYBUNT comparison. You can also specify constituent selection to use.

After the query processes, the Results tab displays the constituent records that meet the criteria.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you generate correspondence.

Enables you to browse a list of members based on membership program and mailing preference.

On the Parameters tab, select the parameters to use in the query.

After the query processes, the Results tab displays the members that meet the criteria.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you send membership renewal notices or membership upgrade appeals.

Enables to you browse a list of memberships based on parameters you specify such as membership program or level, membership type, membership status, or months before or after expiration.

On the Parameters tab, select the parameters to use in the query.

After the query processes, the Results tab displays the memberships that meet the criteria.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you send membership renewal notices or membership upgrade appeals.

Enables you to browse a list of constituents who are associated with a particular organization team, as defined in Manage organization hierarchy in Administration. You can use this smart query to help evaluate the fundraising performance of teams.

On the Parameters tab, select which team or branch of the organization to include.

After the query processes, the Results tab displays the selected positions, assigned fundraisers and business units, as well as the dates of the fundraiser assignments.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you view the opportunity pyramid in Prospects.

Provides registrant information for any event within a multi-level event. For example, you could use it to view registrants for an Alumni Reunion Weekend that includes supporting events such as a tailgate, family picnic, and formal gala.

On the Parameters tab, specify the event to use. You can also specify a registrant selection to narrow the results. For example, you can include a selection of host registrants or registrants with an outstanding balance.

After the query processes, the Results tab displays the registrant records that meet the criteria.

On the Set save options tab, you can save the results as a selection for use in other processes, such as when you generate event invitations.

Enables to you browse a list of pledges you want to write off based on parameters you set such as all unpaid pledges, those due by a certain date, or of a certain maximum amount.

On the Parameters tab, you can select whether to include all unpaid pledges, unpaid pledges by a certain date, or unpaid pledges with a certain balance.

After the query processes, the Results tab displays the unpaid pledges that meet the criteria.

On the Set save options tab, you can save the results as a selection for use in other processes, such as Global pledge write-off in Revenue.

Note: The Revenue and Recognition Dynamics smart query also includes hard and soft credits.

The Revenue Dynamics smart query provides a list of constituents based on their revenue activity during two separate time periods.

On the Parameters tab, enter the start and end dates of the two time periods to include in the comparison. Under Status, you can select the status of the constituents to include in the list based on the comparison of their activity during the two time periods.

Below is the list of status options and their descriptions.

New: Constituents with a revenue transaction during the later period, but not prior to the later period.

Recaptured: Constituents with a revenue transaction during the later period and prior to, but not during, the earlier period.

Upgraded: Constituents with revenue transactions during both periods, but with a larger revenue amount during the later period than the earlier period.

Same: Constituents with revenue transactions during both periods, with an equal revenue amount during each period.

Downgrade: Constituents with revenue transactions during both periods, but with a larger revenue amount during the earlier period than the later period.

Lapsed new: Constituents with a revenue transaction during the earlier period, but not prior to the earlier period nor during the later period.

Lapsed repeat: Constituents with a revenue transaction during and prior to the earlier period, but not during the later period.

Under Revenue filters, you can select the types of revenue transactions to include in the activity comparison. You can also select to include only transactions toward specific designations or campaigns.

After the query processes, the Results tab displays the constituent records that meet the criteria and their revenue amounts during each time period. On the Set save options tab, you can save the results as a constituent selection for use in other processes, such as a mailing.

Enables to you browse a list of delinquent sponsorships based on parameters you set such as program, payment frequency, past due amount, or number of missed installments.

On the Parameters tab, you can select which sponsorships to include.

After the query processes, the Results tab displays the sponsorships that meet the criteria.

On the Set save options tab, you can save the results as a selection for use in other processes, such as sponsorship pledge reminders or write offs.

Note: The Past due amount field includes options for all active currencies. To see the amount past due in a specific currency, select the currency from the drop-down menu. The currency drop-down menu appears only when the multi-currency option is turned on.