How Do I Find Donors Who Gave to the Primary but Not the General?

How do I find donors who gave to the Primary, but not the General?

Donors are an important part of any campaign, especially within every election cycle. Finding those who donated to the Primary but not to the General is a useful step in raising more funds. Using Advanced Search, you can set specific search criteria that lets you find exactly what you’re looking for.

This report will happen in several steps using different rules and criteria. First, start by locating those who donated to the Primary election.

Area: Contributions
Field: Election
Relationships: Is Any Of
Value: (select the Primary election, will start with a P)

Click the Add Rule button.

Next, back in the Add Rule section:

Area: Contributions
Field: Election
Relationships: Is Any Of
Value: (select the General election, will start with a G)

This time, click the Add as Exclusion button. This will remove any donors who contributed toward the General. Click Run Search to generate the report and see the results on screen. Again, this report will show all donors who contributed toward the Primary but not the General.

How do I find donors who are maxed to the Primary, but not the General?

For fundraising purposes, it can often be useful to locate donors who have hit the legal limit toward the Primary election, but not the General election. Set up the following search to locate those donors.

Your first rule will isolate contributions for the Primary election.

Area: Contributions
Field: Election
Relationship: Is Any Of
Value: (select your Primary election)
Add Rule.

Your second rule will set the donation limit.

Area: Contributions
Field: Total Value
Relationship: Is
Value: 3300 (or whatever your legal limit is)
Add Compound Rule.

Your third rule will exclude all donations toward the General election.

Area: Contributions
Field: Election
Relationship: Is Any Of
Value: (select your General election)
Add as Exclusion.

Your final rule will ensure that the General election donations we excluded above are only those that are at the legal limit.

Area: Contributions
Field: Total Value
Relationship: Is
Value: 3300 (or whatever your legal limit is)
Add Compound Rule.

How do I find donors who have given to the General but aren’t maxed?

Your first rule will isolate contributions toward the General Election.

Area: Contributions
Field: Election
Relationship: Is Any Of
Value: (select your General Election)
Add Rule.

Your second rule will ensure these contributions are not at the legal limit.

Area: Contributions
Field: Total Value
Relationship: Is Less Than
Value: 3300 (or whatever your legal limit is)
Add Compound Rule.

If you’re planning on running any of the search recipes regularly, hit the Save & Run Search button and give your search a name so you can use it in the future.