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/