Using Conditional Statements with LyrisMay 15, 2009
Challenge
Donors who had pledged to multiple funds were receiving a pledge reminder for only one of the pledges they had made. Telemarketing would often get reply email making sure their pledge had been accurately recorded.
Solution
Use scripting to merge additional fields and messages into the email only if certain conditions had been met.
Pledge to Pledge Reminder Process
Pledge to Pledge Reminder Process
Melissa in Annual Giving
Pledge to Pledge Reminder Process
The Spreadsheet Fields
Before– FULLNAME_– NAME_PREFIX– NAME_COMB_HOUSEHOLD– GENERIC_01 – COMMENT_ – EMAILADDR_
After– FULLNAME_– NAME_PREFIX– NAME_COMB_HOUSEHOLD– GENERIC_01 – GENERIC_02– CODE_GEO– GENERIC_03– NAME_MIDDLE– USER_ID– COMMENT_ – EMAILADDR_
The Spreadsheet Columns
FULLNAME_
ADDITIONAL
NAME_PREFIX
NAME_COMB_HOUSEHOLD
GENERIC_01
GENERIC_02
CODE_GEO
GENERIC_03
NAME_MIDDLE
USER_ID
GENERIC_04
COMMENT_
EMAILADDR_
Full name
Caller name
Pledge date
Pledge amount for first fund
Name of first fund
Pledge amount for second fund
Number of second fund
Name of second fund
Pledge amount of third fund
Number of third fund
Name of third fund
Department Description
Email address
Keep Space Limitations in Mind
Field Characters Field Characters
Additional_ Unlimited code_geo 6
Comment_ Unlimited generic_01 100
name_prefix 15 generic_02 100
name_first 25 generic_03 100
name_middle 25 generic_04 100
name_last 60 flag_01 1
name_suffix 15 flag_02 1
name_comb_household 45 userid_ 20
state 2
Insert Condition
Make your Condition
Make your Condition
Make your Condition
Insert Condition
Insert Condition
Planning
– There are limited columns to work with, make them count, be strategic.
– What is the goal?
Take Note
– Strings, Quotes and Backslashes• Escaping a character use \ (for example quotes)• Line break \n• Line spaces in text version
– Works best with Type III Lists• No practical application with the limited column fields
available to work with in DMS—emailaddr_
—domain_
—name_prefix
—name_first
—name_last
—But there are columns reserved for future use….
Application/Discussion
Can this help you?
Any ideas you would like to toss around?
Lyris manual: http://www.lyris.com/help/lm_help/9.3/