Build-On Tutorial:

Lapsed Donor report

Memberships Template: Lapsed Donor report

Overview

Tutorial summary

This Build-On gives your team a list of members who have donated to your organization in the past, but who haven't donated in the last year. (You are more likely to get an additional donation from this group than from members who have never donated before.) The list shows the members' contact information so your team can follow up with them to gain a new donation.

What to expect

When you’re done with this Build-On, your team will be able to:

  • Navigate to a list of lapsed donors
  • See each member’s phone number, as well as the date of their last donation and last interaction for follow-up
  • Add a new interaction right from the list, so your team can record their outreach

Getting started

You will need a few elements before you begin this tutorial.

1. FileMaker Pro Advanced

You will use FileMaker Pro Advanced on your desktop to do all of the work in these tutorials. This is used both for development and to access your FileMaker app on the desktop.

If you don’t have a copy, you can download a free trial.

Download FileMaker Pro Advanced

2. Memberships Template core file

Before you begin, download the Memberships template core file. If you have already made adjustments to it, either on your own or from another Build-On, make sure to save a copy as a back-up before beginning this tutorial.

When you’re ready to begin, open the file on your desktop with FileMaker Pro Advanced, then you can walk through each lesson, step by step.

Download core file

Begin Tutorial