Don’t fret any longer over queries in Luminate Online Marketing. Get insider tips on the most popular queries and learn how to group constituents for email campaigns with targeted content and create mail merge lists. Plus, we’ll show you how to create a complex query for use within a welcome series and how to copy queries to save time.

1. Conquer Your Queries
with Luminate Online™
CHELSEA DEROCHÉ

2. Tweet this now
#bbcon
#Interactive
#LuminateOnline
#ChelseaDeRoche
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3. Agenda
• Overview of queries in Luminate Online
• Create a simple query
• Create a time-frame query
• Review
• Summary
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4. Overview
How do I segment constituents
based on location, interests, or
other criteria?
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5. Overview
You can use queries to target specific
constituents.
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6. 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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7. 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?

8. Query vs. Report
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.
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9. A Simple Query
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10. 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.

11. Query Workflow
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12. Query List Tab
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13. Query Info Tab
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14. 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 a
security category.
4 Click Save.
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15. Practice
You 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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16. Query Builder Tab
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17. 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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18. 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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19. Query Operations - AND
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20. Query Operations - OR
OR
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21. Query Operations - Parentheses
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22. Query Operations - Parentheses
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23. Query Operations - Parentheses
( )
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24. 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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25. Practice
Add 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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26. Results Tab
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27. Group Information Tab
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28. 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 correct
records 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 and
description.
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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29. Practice
View 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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30. Rebuilding a Query-Based Group
Texas $1,000 or
More Donors
Moved to Texas
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Moved from Texas

31. Time-Frame Query
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32. Query: New Constituents
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I need to find all
constituents who
joined in the last
week.

33. Defining the Creation Time Frame
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34. Defining the Creation Time Frame
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35. Defining the Creation Time Frame
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36. 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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37. 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.

38. 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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39. 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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40. 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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41. 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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42. 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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43. Was this session the reboot you needed?
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