thankQ Help
Below are some power search exercises to practice with. There are many types of searches that can be created and the following will give you some idea of the diversity.
Power searches tend to become quite specific for each organisation, you will develop your own set of unique searches depending on what is required.
When combined with reporting, sublist filtering and Excel functionality you will be able to produce reports from any part of the system.
As well as learning how to construct power searches you also need to translate what is needed into thankQ power search terms. This will become easier the more practice you have.
Open the Power Search screen and create a folder in the saved search area using your name. Construct Power Searches for the following situations and save each one into your folder:
Search |
Hint |
Outcome |
Contacts with an email address Have donated after 1 July 2010 |
Hint: The important points in this request are that contacts have an email address and have a donation date on or after a date. Look in the Contact Addressing/Mailing folder Look in the Donations folder Only contacts who meet both criteria should be included, so this will be an AND search |
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Contacts that have donated between $100 and $500 between 1 Jan 2010 and 31 Jan 2010 in one payment Have home phone numbers Want to receive mail Want to receive phone calls |
Hint: There are four elements in this search. The Donation part of the search needs to be combined into one statement in order to achieve the correct results. Look in the Donations folder. The remainder of the criteria can be handled by using Exclude statements. Look in the Contact Numbers folder. Look in the Contact Addressing/Mailing folder, Look in the Contact Numbers folder. In this search you will have one include statement and 3 separate exclude statements |
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Individual contacts that came onto the system after June last year Only include contacts that have an address |
Hint: This will have an Include with an AND and an EXCLUDE statement Individual Contacts created after a certain date are two statements and are found in the Contact Attributes folder. In defining people who don’t have an address you could assume that if Addressline1 does not have a value then the record does not have a valid address, or you could include statements for all address lines. Look in the Contact Addressing/Mailing folder |
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How many contacts in the database are interstate contacts |
Hint: The easiest way to do this is use an include statement where contacts are NOT in your state, rather than adding include statements for each state except your state. Look in the Contact Addressing / Mailing folder |
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All contacts with contact type individual Sum of Donations is more than $1000 and the donation dates are between 1 January 2006 and 31 December 2006 and the Source Code type is Appeal |
Hint: Look for the longest statement Look in Contact Attributes and Donation folders |
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All contacts with contact type individual Sum of Donations is more than $1000 and the donation dates are between 1 January 2006 and 31 December 2006 and the Source Code type is Appeal. Exclude: All Profile/Parameter Values containing Asthma All with Do Not Mail set |
Hint: Look for the longest statement Look in Contact Attributes / Donation / Contact Addressing/ Mailing and Contact Profile/Parameter folders |
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All contacts with contact type individual Sum of Donations of more than $1000 between 1 January 2006 and 31 December 2006 AND Has a Mailing Preference of Appeal. Exclude: All records where DO Not Mail is Set All VIP and Anonymous records |
Hint: Look for the longest statement Look in Contact Attributes / Donation / Mail / Contact Addressing/Mailing and Contact Profile/Parameter folders |
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All contacts with a Credit Card Pledge that expires in one month from now. |
Hint: Look in Pledges folder |
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All contacts that have NOT donated Exclude: Does not want to receive Appeals Do Not Mail is set |
Hint: Prospects Look in Donations folder |
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All contacts with last donation date of the last financial year less than $200 Exclude: Does not want to receive Appeals Do Not Mail is set |
Hint: Current Donors |
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All contacts with last donation date of the last financial year greater than $200 Exclude: Does not want to receive Appeals Do Not Mail is set |
Hint: Current High Value Donors |
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All contacts with last donation date 3 years ago Exclude: Does not want to receive Appeals Do Not Mail is set |
Hint: lapsed Donors Enter a date range that does not conflict with current donors |
