Author Topic: differentiating email contacts from mail contacts (Read 374 times)

mark0514 · January 30, 2015, 09:27:00 pm

We would like to contact all donors who contributed in a given month. We want to email everyone we have email addresses for, and mail letters to everyone that we have to. What is the best way to sort them into two groups?

joanne · January 31, 2015, 02:59:01 am

I have heard talk of some work that would send emails to people with email addresses and create PDF letters for those without, but don't know how far that has progressed.

In the absence of that, I would use search builder to create a smart group for those without an email and probably also include those whose email is on hold and those with DO NOT email or No bulk email as a communication preference. (In 4.4 your first criteria needs to be contact email is NULL, not contact email is empty.)

You send an email to all the donors and those in the smart group won't be sent it. Then you create a PDF letter for contributors in the smart group.

mark0514 · January 31, 2015, 07:53:07 am

Thank you. I made the first smart group by using Group = Donor Base and then all the different emails being null. That worked great and I could even create a mailing list from it and I made Donor Base - Letters a child of "Donor Base". Now I want to make another smart group of those in "Donor Base" but not in "Donor Base - Letters", these will be the ones I email. It doesnt seem to be working properly. If I have 300 donors and 250 in my smart group "Letters", when I build a search of Group equal Donor Base, Group not equal Letters, It shows the 250 that are in Letters that I am trying to take away. No matter if the operator is "equal to" or "is not equal to" the return is 250 records.

JonGold · January 31, 2015, 11:25:06 am

Hi Mark,

Using "Not Equals" with Groups in Search Builder is wonky. You have two choices:
* Use the Include/Exclude by Group/Tag" Custom Search (in Search menu -> Custom Searches) to include "Donor Base" but exclude "Letters".
* Create a Search Builder search that's basically the opposite of the current search - Donors where e-mail is empty, or Donors where e-mail is on hold, or Donors where "Do Not Email" is true.

CiviCRM Community Forums (archive)

News:

Author Topic: differentiating email contacts from mail contacts (Read 374 times)

mark0514

differentiating email contacts from mail contacts

joanne

Re: differentiating email contacts from mail contacts

mark0514

Re: differentiating email contacts from mail contacts

JonGold

Re: differentiating email contacts from mail contacts