Using the provided smart query definitions or templates, you can enter information in a few fields (or accept the defaults) and a smart query is created for you. The results can be saved as a selection for use in other processes.
 
Smart Query OptionDefinitionResults
Constituents Associated with TributesEnables you to browse a list of constituent records that are associated with tributes.
 
On the Parameters tab, you can specify the tribute Association Type—whether you want to see acknowledgees, tributees, or both. You can also select a Tribute Type or Default Designation. If you want this smart query to be based on a certain group of constituents, you can specify a selection to use in the Selected Constituents field. 
After this query processes, the Results tab displays the constituent records that meet the criteria, along with primary address information and tribute details. The results can be saved as a selection.
Constituents by AddressEnables you to browse a list of constituents whose address meets specified criteria. The address criteria from which you can create the smart query are County, City, State, ZIP/Postal code.
 
On the Parameters tab, you can specify which address criteria to use in the Address Field. After you select the address criteria to use, you can specify the counties, cities, states, or ZIP/postal codes from which to match with your constituents.
 
After this query processes, the Results tab displays the constituent records that meet the criteria, along with primary address information and lookup ID. The results can be saved as a selection for use in other processes.
 
You can use the results of this query process to create eligibility for discounts. You might, for example, create a discount that is only available to patrons who live in a certain city or are residents of a certain state.
Constituents by Last InteractionEnables you to browse a list of constituents with a last recorded interaction during a specified time period.
 
On the Parameters tab, you can specify a constituent selection to use. You can also specify the Actual Date for the last interaction, such as greater than or less than a certain number of days, weeks, months, or years ago. You can limit the results to a certain Interaction Category.
 
After this query processes, the Results tab displays the constituents who fit the criteria, including their primary address information; the date, owner of, and category of the interaction; and a calculation of how much time has elapsed since the interaction.
 
The results can be saved as a selection for use in other processes, such as when generating appeal mailings or other types of correspondence. You might, for example, try to reengage donors who have no interactions recorded in the last 3 years.
Constituent by Last RevenueEnables you to browse a list of constituents whose last (most recent) recorded revenue was during a specified time period.
 
On the Parameters tab, you can specify a constituent or revenue selection to use. You can also specify the time
range for the last revenue, such as greater than or less than a certain number of days, weeks, months, or years
ago.
 
After this query processes, the Results tab displays the constituents who fit the criteria, including their primary address information; the revenue date and amount; and a calculation of how much time has elapsed since the revenue was recorded.
 
The results can be saved as a selection for use in other processes, such as when generating appeal mailings or other types of correspondence. You might, for example, try to reengage donors who have not given a gift in the last 3 years.
 
Constituent Selection BrowseEnables you to browse the records included in any Constituent selection, whether created by an ad-hoc query, another smart query, or a business process. You can specify an existing constituent selection as the basis for this smart query.
 
On the Parameters tab, select the constituent selection to use.
After this query processes, the Results tab displays the constituents in that selection, including primary address information.
Donor Anniversary ListEnables you to browse a list of constituents who gave a gift on a specific date or within a specified date range.
 
On the Parameters tab, you can select a constituent or revenue selection to use. You can also specify a date or date range for the anniversary, as well as a Total Amount Given. If you want to limit the results of the query to a smaller number of records, you can select to include only a top number or percentage of donors.
 
NOTE: The Top percent of donors parameter does not take the Total amount given parameter into account. The Top percent of donors parameter is always based on the time period specified, along with the specified designation, appeal, and constituent selection parameters. Therefore, if you enter both a Total amount given and a Top percent of donors, the results will first calculate the top percentage and then, of those constituents, show the ones who meet the total amount given parameters.
 
After this query processes, the Results tab displays the constituents in that selection, including primary address information as well as the amount and date of the revenue transaction.
 
The results can be saved as a selection for use in other processes.
Donor ListEnables you to browse a list of constituents who gave a gift.
 
On the Parameters tab, you can specify a Designation or Appeal to use. If you want this smart query to be based on a certain group of constituents, you can specify a constituent selection to use. You can also specify a time period or a Total Amount Given. If you want to limit the results to a smaller number, you can select to include only a top number or percentage of donors.
 
NOTE: The Top percent of donors parameter does not take the Total amount given parameter into account. The Top percent of donors parameter is always based on the time period specified, along with the specified designation, campaign, appeal, and constituent selection parameters. Therefore, if you enter both a Total amount given and a Top percent of donors, the results will first calculate the top percentage and then, of those constituents, show the one who meet the total amount given parameters.
 
After this query processes, the Results tab displays the constituent records that meet the criteria, along with primary address information, total given, total received, number of gifts and lookup ID. The results can be saved as a selection for use in other processes, such as when generating correspondence or as a filter on certain reports.
Event Registrant AttendanceEnables you to browse a list of constituents who registered for past events.
 
On the Parameters tab, select whether to view the registrants for a Specific Event or any event on a specific date or within a specific time period such as last year. You can also select whether to include only registrants who are marked as attended.
 
After this query processes, the Results tab displays the constituent records that meet the criteria, along with the event name and whether the registrant was marked as attended.
 
You can save the results as a selection for use in other processes, such as when you generate event invitations.
LYBUNT Constituents There are two LYBUNT Constituents smart queries: one based on actual revenue and one based on recognition credit. The LYBUNT smart queries enable you to browse a list of constituents who gave a gift — or received recognition credit for a gift — Last Year But Unfortunately Not This year.
 
On the Parameters tab, you can define what dates to use for this year and last year to use in the LYBUNT comparison. If you want this smart query to be based on a certain group of constituents, you can specify a constituent selection to use.
 
After this query processes, the Results tab displays the constituent records that meet the criteria including Look ID and primary address information. The results also include the last revenue (or recognition) date and last year’s revenue (or recognition) date.
 
The results can be saved as a selection for use in other processes.
MemberEnables to you browse a list of members based on parameters you set such as Membership Program or Level, Membership Type, Membership Status, or months before or after expiration.
 
After this query processes, the Results tab displays the members that meet the criteria along with their program and level, expiration date, status, type, reporting group and membership term.
 
The results can be saved as a selection for use in other processes, such as sending membership renewal notices or membership upgrade appeals.
Membership Mailing PreferenceEnables to you browse a list of members based on Membership Program and Mailing Preference (mail or email.)
 
After this query processes, the Results tab displays the members that meet the criteria along with their program and level, expiration date, status, reporting group and membership term.
 
The results can be saved as a selection for use in other processes, such as sending membership renewal notices or membership upgrade appeals.
MembershipEnables to you browse a list of memberships based on parameters you set such as Membership Program or Level, Membership Type, Membership Status, or months before or after expiration.
 
 
After this query processes, the Results tab displays the memberships that meet the criteria along with the member name, the program and level, expiration date, status, type, reporting group and membership term.
 
The results can be saved as a selection for use in other processes, such as sending membership renewal notices or membership upgrade appeals.
Multi-level Event RegistrantsOffers streamlined registrant information for any event within a multi-level event. For example, your organization is hosting the 2011 Alumni Reunion Weekend. The event includes three supporting events: a tailgate, a family picnic, and a formal gala, and you want to view registrants for events associated with the entire multi-level event.
 
In the Event field on the Parameters tab of the smart query, you select "2011 Alumni Reunion Weekend." In the Registrants field, you can select a registrant selection query to narrow your search results. For example, you can include a selection of host registrants or registrants with an outstanding balance.
 
After this query processes, the Results tab displays the registrant records that meet the criteria including the name and the name of event they are registered for. Since each registrant record in your selection is attached to a constituent ID, when a specific registrant selection is used in an event hierarchy, the program uses the constituent ID to search the event hierarchy and produce a unique list of registrants in your output.
 
You can save the results as a selection for use in other processes, such as when you generate event invitations.
Potential Matching GiftsEnables you to identify gifts from constituents who have a relationship to a matching gift organization. You can use the smart query to send correspondence to constituents who meet the criteria.
 
On the Parameters tab, you can base this smart query on a selection of individuals or organizations. You can also specify a date range.
 
After this query processes, the Results tab displays the constituent records that meet the criteria. Included are the organization name, individual name, revenue amount and date, revenue type, payment method, and designation(s).
 
The results can be saved as a selection for use in other processes, such as when generating correspondence.
Revenue DynamicsProvides a list of constituents based on their revenue activity during two separate time periods.
 
On the Parameters tab, you can enter the start and end dates of the two time periods to include in the comparison. Under Status, you can select the status of the constituents to include in the list, based on the comparison of their activity during the two time periods.
 
New: Constituents with a revenue transaction during the later period, but not prior to the later period.
 
Recaptured: Constituents with a revenue transaction during the later period and prior to, but not during, the earlier period.
 
Upgraded: Constituents with revenue transactions during both periods, but with a larger revenue amount during the later period than the earlier period.
 
Same: Constituents with revenue transactions during both periods, with an equal revenue amount during each period.
 
Downgrade: Constituents with revenue transactions during both periods, but with a larger revenue amount during the earlier period than the later period.
 
Lapsed new: Constituents with a revenue transaction during the earlier period, but not prior the earlier period nor during the later period.
 
Lapsed repeat: Constituents with a revenue transaction during the earlier period and during some other period, but not during the later period.
 
Under Revenue Filters, you can select the types of revenue transactions to include in the activity comparison.
 
You can also select to include only transactions toward specific designations or campaigns.
 
After this query processes, the Results tab displays the constituent records that meet the criteria and their revenue amounts during each time period.
 
You can save the results as a constituent selection for use in other processes, such as a mailing.
 
SYBUNT ConstituentsThere are two SYBUNT Constituents smart queries: one based on actual revenue and one based on recognition credit. The SYBUNT smart queries enable you to browse a list of constituents who gave a gift—or received recognition credit for a gift—Some Year But Unfortunately Not This year.
 
On the Parameters tab, you can define what dates to use for this year in the SYBUNT comparison. If you want this smart query to be based on a certain group of constituents, you can specify a constituent selection to use.
After this query processes, the Results tab displays the constituent records that meet the criteria along with the lookup ID, last gift (or recognition) date, and primary address.
 
The results can be saved as a selection for use in other processes.