Find a way to exclude donors who have a single recurring donation in 2024 (those who initiated a recurring donation in December or have had only one processed in 2024), as well as deceased donors from the recurring, thank you campaign.
Note: This has been approved by Mariana and legal.
Context: To better assist donors who may need help updating or canceling their donations, we’d like to minimize any unnecessary back-and-forth that arises from confusion caused by emails sent to one-time donors and deceased donors. Here are some examples:
CIDs 60803149, 39147378, and 47609686 each had only one donation in 2023 and received the summary receipt.
CID 49154716 is a deceased donor whose recurring donation was canceled in January 2023; they received the end-of-year receipt, which was forwarded to their partner, causing additional confusion after we had already explained that the records were updated accordingly.