Context:

Kristie: We've been discussing the recurring upgrade emails due to go out late March and have been talking about exclusions. One thing came up that we were unclear on, as ideally we would not send this to donors who have recently upgraded or downgraded their recurring donation amount, but we're unsure if this is something that we can do, as no tags or exclusion criteria seem to currently speak to this.

Lars: Hidden in AF_recurring_eligible_for_upgrade, we already include the criteria that:

• the contact doesn't have a recurring upgrade activity (at any point in the past)
• the contact doesn't have a recurring upgrade decline activity in the last 12 months

Unless @natalie or the Audience team have objections, I think we could expand this to also include downgrade activities as well. Might not be that relevant right now, but while we are at it we could limit the date range for the upgrade activity to maybe 2 years.

Feature request:

Current AF_recurring_eligible_for_upgrade criteria:

1. Recurring donation is processed through Adyen or Ingenico (No dLocal and no PayPal) AND
2. Donation is monthly AND
3. Has only 1 active recurring foundation donation AND
4. Does not have a recurring upgrade activity at any time AND
5. Does not have any activity saying that they’ve clicked NO on an upgrade email in the last year

Proposed updated AF_recurring_eligible_for_upgrade criteria (changes in bold):

1. Recurring donation is processed through Adyen or Ingenico (No dLocal and no PayPal) AND
2. Donation is monthly AND
3. Has only 1 active recurring foundation donation AND
4. Does not have a recurring upgrade activity in the last 2 years AND
5. Does not have any activity saying that they’ve clicked NO on an upgrade email in the last year
6. Does not have a recurring downgrade activity in the last 2 years