Overview
You can create targeted contact lists based on attribution data using several different search criteria in the standard search tool.
Step 1: Start a new list search
-
Navigate to Lists or Contacts
-
Select Create a List
-
Set up your basic search parameters as needed
Step 2: Search using Direct or Attributed field
-
Expand the Contribution section of search criteria
-
Find the Direct or Attributed field
-
Select one of the following options:
-
Direct Only (only direct contributions)
-
Attributed Only (only soft credited contributions)
-
Both (either direct or attributed contributions)
-
Step 3: Filter by attribution details
-
Still in the Contribution section, locate additional attribution filters:
-
Attribution Type to search by specific attribution categories
-
Attribution Thanked to find attributed gifts that have or haven't been acknowledged
-
Step 4: Search by specific attributed contact
-
Use the Contact Attribution filter in the Contribution section
-
This allows you to search for all contacts who made direct gifts that were soft credited to a particular individual or organization
-
Search for and select the specific contact whose attributions you want to find
Step 5: Search using contribution summaries
-
Expand the Contribution Summaries section
-
Use filters like Lifetime Attributed Amount or Attributed Contributions Count
-
Set your desired values to find donors with specific attribution patterns
Step 6: Search for recurring commitments or pledges with attributions
-
Expand either the Recurring Commitment or Pledges sections
-
Look for the Contact Attribution field
-
Search for all contacts who have made a pledge or recurring commitment attributed to a specific individual or organization
What else do you need help with?
- Understanding Attributions and Soft Credits Reporting
- How do I run and customize the Attributions and Soft Credits Report?
- How do I view attributions and soft credits on a contact record?