Data-Mining Tag Archive

Meet Your Fundraising Goal

Don't leave potential donations on the table! As you get your campaign on a roll, think about ways you'll be able to fill your fundraising gaps.

One idea is to dig into your database for donors who haven't yet given this year but gave in the past. To get a list of lapsed donors, use the "Pattern" tab in a data mining operation.

After obtaining the list, you can review the accounts for ways to communicate with them. Maybe you have a home contact you can get in touch with, a related person whom you can call, a staff member who knows them, or someone may remember them from an event they volunteered at or attended. You might even be able to find more info by searching for them on Google!

Learn About the Pattern Tab

Save and Reuse Report Submission Parameters

What's the one currency no one can ever earn back?

Time.

We may not be able to help you travel back in time (yet), but we can help you be more efficient so that you invest less time into tasks that you do within Andar/360.

Try this: When exporting reports, save and re-use report submission parameters. Doing this can big a big time saver if you either run the same report multiple times or like to run variations of the same reports based upon a different set of report parameters.

Show Me How

Why Do People Stop Donating?

The number one reason why people stop giving is that they weren't asked. That leads to another question, "Why were people not asked to donate in the first place?"

You have the power to reach out to your community and ask for donations, and it's time you exercise that power to the best of your ability. After all, there's no harm in asking.

One common reason why organizations have trouble reaching out to individuals for donations is that donors have moved to another company. Did you know that you can easily data mine for those individuals that were once donors but have not given this year? Besides, you can select those for whom you have a home telephone number, e-mail, or street address. Imagine all the potential donors that may be waiting there for the asking!

Get Details on Data Mining

Common Logic Errors (That May Not Seem Logical at First Glance)

Computers don't think the way humans think. For that reason, when we give our computer directions (such as data mining rules), we have to learn how to speak a version of "English" our computer will understand.

Let's say we want a list of all donors living in New York and Chicago. We would probably write the following:

Select individuals where city = "New York" and city = "Chicago"

With this direction, the computer will take each record, one at a time, and perform the test. With an "and," both conditions must be true for the individual record to be selected. Since an individual's address cannot have both New York and Chicago in the same record, we will get no data output from our request. Although, in English, we typically say "New York and Chicago," in "computer-speak", we should say "New York or Chicago." With an "or," either or both have to be true for the individual to be selected. So, we should have written "or" instead of "and."

We also need to be careful when mixing "and" and "or." For example, if we were to write the following:

Select individuals where city = "New York" or city = "Chicago"
and gift > $1000

In "computer-speak," the "and" is always paired before the "or." In other words, the computer understands the statement above as:

Select individuals where city = "New York"
or (city = "Chicago" and gift > $1000)

This will result in a report where everyone from New York, plus only those individuals in Chicago that gave over $1000 will be included. All of this can be hard to remember, so it's always a great idea to put the brackets in for clarification. The above statement would be better written as follows:

Select individuals where (city = "New York" or city = "Chicago")
and gift > $1000

This will select all individuals in New York and Chicago, that have also given over $1000.

This process is related to simple math formulas like: 5 + 2 X 3. Without following the mathematical rule of BEDMAS (that we all fondly remember learning in grade 6 math class), we would wrongly say that the answer is 21, when in fact, the answer is 11. That's because the multiplication has to be performed first. The order of operation is Brackets first, then Exponents/Roots, then Division/Multiplication, then Addition/Subtraction, followed by Comparisons, and finally logical operators And/Or.  

Get Close and Personal with Data Mining

Using data analysis to drive business decisions is a great way to help your organization grow, but what happens if you're not pulling the right data? Or if you're not sure how to extract the data in the first place? Whether you're a beginner or a seasoned veteran at data mining operations, the Data Mining Supplement is bound to have valuable information for you. Get all the details on selecting accounts, conditions, and data below.

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DMO Enhancements

Data Mining Operations (DMO) is the ad hoc reporting tool in Andar/360. Data Mining is part of the core Andar product. Use a DMO to identify trends, donor churn, pull mailing lists and much more.

Check out what is new with data mining in 2018.02.

User Defined Fields

Where can you create your own user defined fields? Lots of places!

Accounts: You can find user defined fields under the General Tab of your accounts. Table #200 defines the type of fields. These include numbers, text, URL, date/time, selection boxes, etc. You can use data mining to select accounts based on these values or mass-import values using Andar Connector.  User defined fields can also be used as plan task triggers to direct your workflows.

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Employment Relationships: You can customize User Defined fields on the employee/employer relationships specific to the employer. Each company can have their own user defined fields with specific sets of values. These fields can be used to customize your volunteering and giving web pages and the employer e-Pledge reports can include these user defined fields so your ECCs can slice and dice data using their fields. These fields can be data mined and mass imported using Andar Connector.

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Transactions: There are 10 User Defined field on each transaction. You can decide how you use them. They can be used as custom entry fields on e-Pledge or used to store data through JavaScript. They can be data mined and mass imported using Andar Connector.

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Best Practice Round Table Idea Submission

We want to give you a chance to provide feedback & suggest topics for the upcoming best practice webinar. There will be no cost for attending. We will announce the date and topic next week.

Please complete our short survey to provide your ideas...

Intro to Data Mining

Do you know how a DMO works? Check out this video: https://www.andarsoftware.com/Help/TrainingVideos/DMO1.wrf

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