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Sustainer Records: How to Deactivate Sustainers in Mass
Authored by:
on 10/17/2024 3:40:00 PM

Introduction

Sustainer deactivation is a very important step in maintaining good data hygiene. Identifying sustainers who are no longer active will allow you to have up to date information on your sustainer program and allow you to focus on those who are actively donating. Identification of inactive sustainers also allow organizations to initiate re-engagement activities through a lapsed sustainer campaign. CharityEngine recommends as a best practice to implement quarterly, bi-annual, or annual data governance practices to ensure accuracy of your CRM. 

For information about our automated sustainer deactivation functionality read this article. 

Note: Warning: Importing data can cause irreversible changes to your database. Make sure you back up your data first.

 

Table of Contents

Prerequisites

    1. Active usage of the Sustainer functionality

    2. Note: Warning: Importing data can cause irreversible changes to your database. Make sure you back up your data first.

Instructions: Query Creation and Bulk Deactivation

If you do not already have a list of sustainers you want to deactivate, you can use the query builder to find your list. If your list is available navigate to step 7 to prepare for the data append.

Step 1: Navigate to Automation & Workflow > General > Query Create New
Step 2: Select
      1. Filter: Donations database
      2. Select: Sustainers
      3. Click CONTINUE

Step 3: Within Sustainer, double click or drag and drop Id in the SELECT box Note: This is the minimum required field, users can add additional fields as needed for display.

Step 4: In this example, the target population for bulk deletion will be any contact who has not donated since 2017.
      1. Within Last Transaction, double click or drag and drop Transaction Date into the FILTER block.
      2. Click on the Formula (beaker) and expose Year > Less Than > 2017
Step 5: Click ►RUN to display all Sustainer IDs who have not donated with 1825 days/5 years  

Step 6: Click the EXPORT icon to export these Ids to Excel

Step 7: Once you export to Excel
    1. Add an addition column and name it Active
    2. Place the value of “0” in all cells in column B: Active
      1. This will inform the database to deactivate the Sustainer Id during data importing/data append.
    3. If you have added other fields (such as transaction date) - delete these fields from the Excel document

    4. Save the Excel document to your local drive

Step 8: Import for Data Append
    1. Navigate to Automation & Workflow > General > Import & Export > Create New > Import


Step 9: Select Import To: Sustainers > Click NEXT
Note: No change to Mode or Form is needed

Step 10: Click add Fields, add:
      1. Sustainer Id
      2. Active

    • Click NEXT

Step 11: Select Upload a File

Step 12: Click Upload a File and browse your computer for the excel file you created. Click NEXT.

Step 12: Name your job and click NEXT; other fields are optional
      1. Note: Warning: Importing data can cause irreversible changes to your database. Make sure you back up your data first. 


Step 13: Confirm the job and click FINISH. You will be able to view the job status and confirm that the sustainers were deactivated once you confirm the job.

FAQs & Further Reading

Q. Can I automate a deactivation of a sustainer?
A. Yes. CharityEngine Workflow & Automation app offers workflows that allow you to proactively communicate with your sustainers. To maximize your sustainer program, CharityEngine recommends establishing a communication series with your donors for proactively supporting declined transactions and automated deactivation of sustainers. You can read more here.




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