Active Constituencies selection has the wrong results in my mailing

The Active Constituencies section in an appeal mailing are selections that are built automatically by the system for all constituencies codes that exist. When using an Active Constituencies selection in an appeal mailing you may notice that your results are incorrect. The Active Constituency may be pulling constituents that previously had that Constituency in the system. 
Our Product Development team has reviewed this issue and determined at this time it is functioning as expected, the built-in constituency selections will look at the constituency code regardless of current status. Therefore, these selections that get created automatically for any constituency in the database will show any record that has the constituency regardless of status or end date.  You can build the following ad-hoc query to consider end date and status: 
  1. Go to Analysis > Information Library 
  2. Click Add an ad-hoc query 
  3. Select the source view of Constituents and click OK. 
  4. From the left column, highlight Constituencies. 
  5. From the middle column, drag Constituency to Include Records Where. Set this to be equal to the Constituency you need. For example: Constituencies\Constituency is equal to Board Member. 
  6. Next, from the middle column, drag "Date to" to Include Records Where. Set this to be blank. Constituencies\Date to is blank. This will pull all constituents that do not have an end date on their constituency. 
    User-added image
  7. Optional: If you think you might have constituents in your database that have an end date on their constituency in the future, you can also add a field to include those as well. Drag "Date to" from the middle column to Include Records Where again. Set this to be on of after today: Constituencies\Date to is on or after today. Highlight this field in Include records and change the "and" to an "or." Also add parenthesis around the "Date to" fields as pictured below: 
    User-added image

Steps to Duplicate

 To add the selection to an Appeal Mailing:
  1. In Marketing and Communications select Appeal Mailings.
  2. Select the mailing name to open the mailing.
  3. Select the Letters tab.
  4. Highlight the Letter and select Edit.
  5. Edit the selections of constituents that will receive this letter.
  6. Expand the Active Constituencies folder.
  7. Add one of these to your to the "Include these selections in the communication" and click OK.
  8. Run the Appeal Mailing and notice that the results does not match the amount of constituent that have the Constituency currently.

Was this article helpful?

Thanks for your feedback! Did this solve your issue?

Comments (optional):

Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):

Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.