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Find Contacts Overview

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Find Contacts based on Any Field or Metric in iDONATEpro

"Finds" to "Target / Query" Contacts in your Account / Database

 

GoTo_ExternalPage_Grey_24.png Find_Grey.png

Find_Contacts_Find.png 

 

Example:  Find Contacts 

  • City = New York
  • State = NY
  • $Donation Last Cycle (Greater than or Equal To) $1000 
  • Phone Number = Is not Empty (Has Phone Number)

 

Find Results:  Contact Records

  • Find > Add to Group (Create Lists - New Group or Add to Existing Group)
  • Find > Drill into Contact Details ( Open_New_Tab.pngOpen in New Tab)
  • Find > Create Calls

Recent Finds

  • Revise/Refine Previous Finds
  • Re-Run Previous Finds

 

Find Sections

  • Groups (Contacts linked to Groups)
  • Address
  • Financials - Donations, Pledges, Cum Totals, etc
  • Events - 
  • Contact Info - All fields in a Contact
  • Phone
  • Email
  • Notes
  • Alumni
  • Bio
  • Website
  • Calls & Meetings

 

 

Groups (Contacts linked to Groups)

  • Link_Grey_24.png Groups Overview
  • Groups are Lists / Tagging / Flagging of Contacts in iDONATEpro
  • Contacts can be linked to an Unlimited number of Groups

Find_Groups.png

Include & Exclude Groups

  • Group Finds allow you to Cross-Compare and Target Contacts
  • Similar to how you can do V-Lookups or Pivot Tables in Spreadsheets, you can use Groups and Cross-Compare them to narrow in you Targeting and Categorization

Venn Diagram - Definition, Examples, and Resources

Example: Find Contacts

Include:  Top Prospects Group, Lobbyists Group, Bundlers Group
Exclude: Do Not Contact Group, Bad Table Manners Group

 

Operators

Is In All [AND] = Overlap

  • If More than 1 Group Selected, this will Find the Overlap of the Groups 
    (AnB intersection Above)

 

Is In Any [OR] = All Groups Selected

  • If More than 1 Group Selected, this will Find Contacts in All of the Groups
    (A + B below)

 

Group Notes:  Finds for Content in the Group Notes (Specific to the Group)

 

 

Addresses

Find For Contacts with Addresses

Find_Addresses.png

 

Financials

Financials - Donations, Pledges, Cum Totals, etc

FInd_Financials.png

Campaign (Campaign / Client)
Committee (Optional - within Campaign)
Donation Account (Optional - within Campaign)
Donation Date (Use Operators for Date Ranges)
Donation Line Item ($Each Donation - Use Operators for Ranges)
Donation Cum. Total ($Totals Donation - Use Operators for Date Ranges)
Total Lifetime Giving ($Total Lifetime Giving across All Campaigns)
Num of Donations (from Contact $Totals - per Campaign)
Donation History Text  ($Totals > Donation History Text: Text Content )
Thank You  (Yes / No)
Thank You Date  (Dates & Ranges)
Source (Donation Source:  iDp = Entered, Anedot, Win Red, etc.)
Pledge Date  (Dates & Ranges)
Pledge Amount ($Each Pledge - Use Operators for Ranges)
Pledge Balance  ($Each Pledge - Use Operators for Ranges)
Financial Activity  (Update or Create Date for Pledges and Donations)

 

 

Events

Find for Contacts who have Attended Events:

Campaign, Event Date, Event Name, Number Attending, VIP, Dinner, Code 

Find_Events.png

 

Contacts

Find for Specific Contact Info

Contacts
Contact Type
Political Party
Picture
Prefix
First Name
Middle Name
Last Name
Suffix
Salutation
Formal Salutation
Title
Company
Employer
Occupation
Industry
Mail Name
Household Name
Spouse
Assistant
Capacity
Gender
Birthday
Birth Month
Archived
Deceased
Tracking ID
Bundler
Bundler ID
Quick Note
Created Date
Modified Date

 

Phone Numbers

Phone Number
Phone Verified Date
Phone Type

 

Email Addresses

Email Address
Email Verified Date

 

Contact Notes

Notes Subject
Notes Body

 

Other

Alumni
Bio
Website

 

Calls & Meetings

Campaign
Committee
Call/Meeting Type
Assigned To
Status
Call Response
Date
Date Complete
Subject
Note

 

 

 

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