This is a tutorial on how to create a new program/list with all your non-donors.
- Go to the 'Programs' tab in the 'Contact View' and click on 'View Programs' on the top right.
Click the New Program button to create a new program. You will be prompted for a name for the program. Be sure not to enter a name that is already in use for another program. Let's call this program "Non-Donors".
Click View List View to see your contacts in a list view.
Click the 'Check All' button and then click the 'Update Program'.
This will open the 'Manage Programs' tool.
Select the "Non-Donors" program from the top drop-down or use the 'Choose Program' button.
Select the 'Update based on Selected Names' radio button.
Now all your contacts are in our "Non-Donors" program
- Go back to the Manage Programs tool (Tools>Manage Programs) Select the "Non-Donors" program from the top drop-down or use the 'Choose Program' button.
This time select the 'Update based on Transactions' radio button.
Change the 'Update to' drop-down to 'No' (middle right side).
Select the 'Type of Transaction' - 'Payments' and highlight the 'Donation' category.
You are now left with a program that includes only contact who have not given you any payments in the 'Donation' category.
(You can repeat the last few steps to exclude other transaction types and/or other categories.)