- Change the Query Type (rather than using a Constituent Query), or include positive operators.
Note: For additional options, see How to use positive and negative operators in the same query.
For example, let's say John has three gifts.
Gift 1: Campaign A
Gift 2: Campaign B
Gift 3: Split gift to Campaign A and Campaign C
Constituent Query: If you create a constituent query and filter on campaign does not equal Campaign B, John's entire constituent record is eliminated from the query. Even though John has two gifts to other campaigns, in order to be included using the does not equal filter, John cannot have any gift to that campaign.
If you filter on campaign one of Campaign A or Campaign C, John is included in the constituent query because he has gifts to at least one of those campaigns. Therefore, using campaign does not equal Campaign B is not the same as using campaign equals to Campaign A or Campaign C.
Gift Query: If you create a gift query and filter on campaign does not equal campaign C, gifts 1 and 2 are included but gift 3 is excluded. Because a gift query looks at each gift, the does not equal operator does not eliminate the entire constituent record, it only eliminates that gift. Gift 3 is eliminated even though it also has Campaign A on it, because the does not equal means that none of the campaigns on the gift can be equal to Campaign C.
If you filter on campaign one of Campaign A or Campaign B, gift 3 is included in the query because it does have Campaign A. Therefore, using campaign does not equal Campaign C is not the same as using campaign equals to Campaign A or Campaign B.
Multiple Filters: When using multiple filters in a constituent query and one uses a negative operator, it may not pull the way you think it would. Because 'not equal to' and 'not one of' are really 'never equal to' and 'never one of', it may appear that the filters do not work together.
In this case, Jane has has three gifts.
Gift 1: 01/25/04 Campaign A
Gift 2: 05/17/05 Campaign B
Gift 3: 10/17/05 Campaign C
You want to select everyone that gave a gift this year to any campaign but Campaign A.
If you use the Criteria:
Gift Date equals this year
AND Campaign does not equal Campaign A
Jane is not selected for the query. Remember 'does not equal' means 'never equal to'. In order to be selected for the query, Jane must have at least one gift this year and no gifts (regardless of the date) given to Campaign A.
If you need everyone who gave gifts this year that are not to Campaign A, use positive operators instead as follows:
Gift Date equals this year
AND Campaign one of Campaign B, Campaign C
- Another way to get the desired results is using a gift query. Because a gift query looks at each gift as a separate record, it only excludes those gifts made this year but not to Campaign A. It does not exclude the entire constituent record in this example.