# Donors Recipients Filters (new)

The group of donors you want to communicate with can be selected using the Donor Recipients Filters. These filters are preconfigured to select donors based on specific criteria.

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An example using donors from a demonstration event.


Donors Recipients Filters - Table Of Contents


# All Donors

The All Donors filter simply selects all of the organization's donors (active and inactive).


# Active donors

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Using the Active donors filter will select your donors based on them being active in the current event.

See  ∞ Active or Inactive? for more information explaining when a donor is considered active.


# Inactive donors

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Using the Inactive donors filter will select your donors based on them being inactive in the current event.

See  ∞ Active or Inactive? for more information explaining when a donor is considered inactive.


# Donors based on tags

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Using the Donors based on tags filter will allow you to select your donors based on the condition if the donor has Matching tags or Not matching tags.

See  ∞ Tags for more information on how to use Tags.


# Donors with unreceipted items

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An example using donors from a demonstration event.

Using the Donors with unreceipted items filter will list the donors associated with items in the current event that have been marked as Receipt required.

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An example taken from an item found in a demonstration event.

INFORMATION

Using this filter to send a communication to a donor will not change the status of the Item Details | Donors > Receipt required property. This setting will need to be appropriately managed by the organizers.


# Specific donors

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Selecting the Specific donors filter will provide a donor selector to limit which donors you specifically will send to.

Entering the donor name will start to auto-populate the available donors that can be selected from. Clicking on the donor will add them to the Recipients list. Repeat the process as needed to add additional donors.


# Search for donors

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Selecting the Search for donors filter will provide a search field to be used to select donors based on the search term entered into the field.

To use the search field, enter the search term (or phrase) and press the <Tab> key to activate the search. Those donors the search algorith matches will be displayed in the Recipients list below.



Added: October 2022
Last Updated: 10/21/2022, 5:36:27 PM