When used alongside automations and workflows, People Lists is easily one of the most powerful features across all of Planning Center. A few weeks ago, we were chatting with some customers in the Planning Center Slack community about some of the ways they use Lists to care for their donors, and we got some great feedback.
That conversation brought us to today and the release of some additional Giving "conditions" that can be used when setting up People Lists:
"donated with stamp..."
Stamps tell you a lot about a donation, which is why this is perhaps the most powerful of these new conditions. The payment method, the source of the donation, and where the donation is in the payment lifecycle; all of this information can be found by looking at stamps. For example, using these stamp filters can query results like:
- All donors who have given a donation with Text-to-Give (indicated by the SMS stamp), but not with the mobile app. These donors might like to know about the new Church Center Mobile App.
- All donors who gave a check greater than $1,000 in the past month and who don't have contact data on their profile. It's always helpful to know how to contact your donors.
- All donors who gave last month whose donations are still in transit. There may be an issue with that payment your administrators would need to look into.
"have payment method..."
This new condition doesn't look at the donations for its data, but rather your donors' profiles directly; helping you follow up with potential issues like:
- All donors who have added their bank account information to give via ACH, but their account is has been left unverified. This can help identify donors who are having issues with the verification process, or may have forgotten to complete those steps.
"have recurring gift..."
Similar to the payment method condition, this looks at a donor's profile for recurring donations that have been set up, even if they haven't yet initiated any donations. You could use this rule to understand more about your donors, follow up with a certain type of recurring giver, or use this condition to help identify issues. Some examples being:
- All donors who gave last year who, for whatever reason, have put their donation on hold indefinitely.
- All donors who gave a donation greater than $1,000 who currently have a temporary hold on their donation.
- All donors who have an active recurring gift, but who have never actually given a recurring donation (stamp). This could help track down an issue with payment methods that you may want to look into.
- All donors who have an have a recurring gift that is missing a payment method. This usually happens when someone removes a card or bank account, but neglects to assign it to a new payment method (or fails to replace the payment method they removed).
"are joint donors..."
Joint donors are couples that want to share their donation history and receive a joint donor statement at the end of the year. Example lists:
- All donors who first donated in the last month who have a marital status of "married" who are not a joint donor. You may want to automatically email them and ask them if they'd like to be joined.
- All donors who attended the marriage retreat event (in Registrations) who are not a joint donor.
- All donors who gave last year who are inactive with a reason of "deceased" who are also joint donors. You may want to be extra careful about how you send statements and communicate end of year giving information with the surviving spouse.