Change Details

We have confirmed the criteria for the list pull from Civi. There are a few different segments we would like to bring into one list. There may be overlap and we would need to figure out how to dedupe the list for those cases. Universal criteria: - Individual contact type - Not opted out - US based with mailing address (don’t include those with invalid addresses) ie ``` FROM civicrm_contact c INNER JOIN civicrm_address a ON a.id = c.id AND a.is_primary = 1 AND a.country_id = 1228 AND a.street_address <> '' WHERE contact_type = 'Individual' AND is_deceased = 0 AND is_deleted = 0 AND is_opt_out = 0 ``` Segments: - Gift of $50+ cumulatively in the last 5 years (Jan 1, 2018 - today) - HNWI MG Audience (Donors who have a HNWI of $1M based on the TSmart data and have donated between $50 and $249 in the FY2122) - there is a [[ https://civicrm.wikimedia.org/civicrm/group/search?force=1&context=smog&gid=1204&component_mode=1&qfKey=CRMContactControllerSearch1unxo7681a4gscocw0w4wsc08kwcswso88oww88s8wgk4kko8c_8232 | group ]] created by Major Gifts here. `select * FROM civicrm_group_contact WHERE group_id = 1204 AND status = 'Added';` - Given $250+ ever - DAF donors of any threshold who gave in last 5 years (gift source = Donor Advised Fund) civicrm_value_1_gift_data_7.appeal = 'Donor Advised Fund' - QCD donors any threshold who gave in last 5 years (gift source = Retirement fund / retirement fund - endowment specified / retirement fund - annual fund specified) civicrm_value_1_gift_data_7.appeal IN (''Retirement Fund - Endowment Specified'', ''Retirement Fund') 'Donor Advised Fund' - Given at least $20+ each year for the last 3 years The format for the list requested by Data Axle is: - CSV or Excel file - 1 list file Separate columns for: - First Name - Last name - Address (123 Main St) - City - State - Zip - Email - Phone(if available) - DOB I know this can get complicated, so please follow up for any clarification needed. Thank you for your help pulling this list together and exporting from Civi! Any idea on how long this might take to create and pull would be appreciated so we can let Data Axle know. We did T225446 and T254517 last time

We have confirmed the criteria for the list pull from Civi. There are a few different segments we would like to bring into one list. There may be overlap and we would need to figure out how to dedupe the list for those cases. Universal criteria: - Individual contact type - Not opted out - US based with mailing address (don’t include those with invalid addresses) ie ``` FROM civicrm_contact c INNER JOIN civicrm_address a ON a.id = c.id AND a.is_primary = 1 AND a.country_id = 1228 AND a.street_address <> '' WHERE contact_type = 'Individual' AND is_deceased = 0 AND is_deleted = 0 AND is_opt_out = 0 ``` Segments: # Gift of $50+ cumulatively in the last 5 years (Jan 1, 2018 - today) # HNWI MG Audience (Donors who have a HNWI of $1M based on the TSmart data and have donated between $50 and $249 in the FY2122) - there is a [[ https://civicrm.wikimedia.org/civicrm/group/search?force=1&context=smog&gid=1204&component_mode=1&qfKey=CRMContactControllerSearch1unxo7681a4gscocw0w4wsc08kwcswso88oww88s8wgk4kko8c_8232 | group ]] created by Major Gifts here. `select * FROM civicrm_group_contact WHERE group_id = 1204 AND status = 'Added';` # Given $250+ ever # DAF donors of any threshold who gave in last 5 years (gift source = Donor Advised Fund) civicrm_value_1_gift_data_7.appeal = 'Donor Advised Fund' # QCD donors any threshold who gave in last 5 years (gift source = Retirement fund / retirement fund - endowment specified / retirement fund - annual fund specified) civicrm_value_1_gift_data_7.appeal IN (''Retirement Fund - Endowment Specified'', ''Retirement Fund') 'Donor Advised Fund' # Given at least $20+ each year for the last 3 years The format for the list requested by Data Axle is: - CSV or Excel file - 1 list file Separate columns for: - First Name - Last name - Address (123 Main St) - City - State - Zip - Email - Phone(if available) - DOB I know this can get complicated, so please follow up for any clarification needed. Thank you for your help pulling this list together and exporting from Civi! Any idea on how long this might take to create and pull would be appreciated so we can let Data Axle know. We did T225446 and T254517 last time

We have confirmed the criteria for the list pull from Civi. There are a few different segments we would like to bring into one list. There may be overlap and we would need to figure out how to dedupe the list for those cases. Universal criteria: - Individual contact type - Not opted out - US based with mailing address (don’t include those with invalid addresses) ie ``` FROM civicrm_contact c INNER JOIN civicrm_address a ON a.id = c.id AND a.is_primary = 1 AND a.country_id = 1228 AND a.street_address <> '' WHERE contact_type = 'Individual' AND is_deceased = 0 AND is_deleted = 0 AND is_opt_out = 0 ``` Segments: -# Gift of $50+ cumulatively in the last 5 years (Jan 1, 2018 - today) - HNWI MG Audience (Donors who have a HNWI of $1M based on the TSmart data and have donated between $50 and $249 in the FY2122) - there is a [[ https://civicrm.wikimedia.org/civicrm/group/search?force=1&context=smog&gid=1204&component_mode=1&qfKey=CRMContactControllerSearch1unxo7681a4gscocw0w4wsc08kwcswso88oww88s8wgk4kko8c_8232 | group ]] created by Major Gifts here. `select * FROM civicrm_group_contact WHERE group_id = 1204 AND status = 'Added';` - Given $250+ ever# HNWI MG Audience (Donors who have a HNWI of $1M based on the TSmart data and have donated between $50 and $249 in the FY2122) - there is a [[ https://civicrm.wikimedia.org/civicrm/group/search?force=1&context=smog&gid=1204&component_mode=1&qfKey=CRMContactControllerSearch1unxo7681a4gscocw0w4wsc08kwcswso88oww88s8wgk4kko8c_8232 | group ]] created by Major Gifts here. `select * FROM civicrm_group_contact WHERE group_id = 1204 AND status = 'Added';` - DAF donors of any threshold who gave in last 5 years (gift source = Donor Advised Fund)# Given $250+ ever # DAF donors of any threshold who gave in last 5 years (gift source = Donor Advised Fund) civicrm_value_1_gift_data_7.appeal = 'Donor Advised Fund' -# QCD donors any threshold who gave in last 5 years (gift source = Retirement fund / retirement fund - endowment specified / retirement fund - annual fund specified) civicrm_value_1_gift_data_7.appeal IN (''Retirement Fund - Endowment Specified'', ''Retirement Fund') 'Donor Advised Fund' -# Given at least $20+ each year for the last 3 years The format for the list requested by Data Axle is: - CSV or Excel file - 1 list file Separate columns for: - First Name - Last name - Address (123 Main St) - City - State - Zip - Email - Phone(if available) - DOB I know this can get complicated, so please follow up for any clarification needed. Thank you for your help pulling this list together and exporting from Civi! Any idea on how long this might take to create and pull would be appreciated so we can let Data Axle know. We did T225446 and T254517 last time