What is the best method to ensure a campaign remains current for donors who have given 10 or more times?

Creating a report of Opportunities grouped by Primary Contact, while applying a filter to exclude donors who do not meet the criteria of having given 10 or more times, is the most effective way to ensure the campaign remains current for specific donors. This method allows for dynamic reporting based on the criteria set for donor engagement, ensuring accurate targeting for ongoing campaigns.

The report format enables easy viewing of donation patterns over time. Grouping by Primary Contact provides a clear overview of each donor’s historical contributions, facilitating insights into their engagement and support. Exclusion filters refine the dataset to focus solely on the desired donor segment, which ensures that monthly updates reflect only active and qualified donors, optimizing campaign outreach efficiency.

Furthermore, generating such a report monthly allows for consistent updates to stakeholders and campaign managers, ensuring that the campaign strategy can adapt based on donor activity. This targeted approach fosters stronger donor relationships and enhances overall campaign performance.