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Name Acquisition
The Name Acquisition section offers filters that deal with how you acquired a new name record. Remember, all filters in a name segment are optional.
Click to expand that section.
Intro Date
The Low Intro Date and Hight Intro Date filter on the Introduction Date in name records. When a new record is added to Denari the date is recorded. This set of fields allow you to enter a date range to get a list of names that were added in that range. Quite often, this filter is used to send a welcome letter or other communication to anyone added recently.
Refers to the Source Code that is selected when a new name is added to your data. It is an Appeal Code and tracks what fund raising effort generated this new name. This filter allows you to get a list of names with a single appeal/source code. For example, you could get a list of names that were added to your data from your most recent Banquet.
The Low and High Intro Appeal Code filter allows you to enter a range of appeal or source codes. The Singe Intro Appeal Code field above allows you to get a list of names for a single appeal while these two fields allow you to find names with more than one appeal/source. The range is determined alphabetically or numerically. For example, enter 'Banquet' in the Low field and 'Walkathon' in the High field. You then will get all names with a Source/Appeal Code alphabetically between those two codes. It works the same way if you have used numbers for your codes.
Appeal Codes can be linked to Campaign Codes. This filter allows you to filter by Campaign which groups several Appeal/Source Codes together to get a list of names with any of those Campaign Codes. As with the Intro Appeal filter above, the range is determined alphabetically or numerically.
Reminder: All filters in a name segment have an AND operator between them except for some Classifications. If you select three filters, for example, Denari will read that as filter 1 AND filter 2 AND filter 3. A name record must meet the requirement for all three filters to appear in the output.
