How do I prepare before creating Facebook ad audiences?

While you cannot remove a group of contact records without the assistance of our Support Team, the steps below will help you take steps to resolve this efficiently and smoothly.

Step 1: Determine which records to keep and which ones to remove

This may seem like an obvious step - but, sometimes making these decisions is not as simple as asking, "Who has never donated to our organization?"
 

A couple of other groups to consider:

• contacts who have not attended an event ('Donor Management' does not count tickets or sponsorships as donations)

   

• contacts who are (or are not) engaged with your organization

Step 2: Create a filter to segment contacts to remove

We recommend creating a custom filter under your 'Contacts' tab that looks similar to the one below:

This filter includes the following conditions:

• Total donation amount (lifetime) > equals > 0: this condition will pull any contacts that have no donation records associated with their profile
   

• Number of tickets purchased > equals > 0: this condition will pull any contacts that have never bought tickets for an event
   

• Opened email blast (custom date range = 1 year) > is false: this condition will pull any contacts that have not opened any e-mails you have sent through 'Donor Management'

Step 3: Create a group to segment contacts to remove

Once you have created the filter, you can add all resulting contact records to a new group, titled: 'TO BE DELETED'

To add multiple contacts to a group, follow the instructions in this article.

When this is all set, you can contact our Support Team and they can remove the contacts within that group from 'Donor Management'!

Note: We recommend exporting a copy of the contact records you plan on removing and saving it within your records for recordkeeping purposes.

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