If I have a list that has both phones and emails (but not full coverage for every recipient), how do I determine how much I've raised from that audience?

When you upload lists containing both phone numbers and email addresses to the fundraising analytics dashboard, you may notice that the "phone list value" and "email list value" totals don't match. This is due to how records are identified and calculated in the system.

How List Values Are Calculated

Currently, records in the system are identified by either a phone number or an email address as the primary identifier. When calculating list values:

• Phone list value - Only includes records that have phone numbers, excluding any email-only records

• Email list value - Only includes records that have email addresses, excluding any phone-only records

If your list doesn't have full coverage (meaning some records only have phones, some only have emails, and some have both), the totals will differ because each calculation excludes records that don't match its primary identifier type.

Getting Accurate Total Values

To get numbers that add up to your total fundraising results, you can split your data into separate lists:

• All phone records (with or without emails) as a phone list

• Email-only records as an email list

When using either approach, make sure all phone numbers and email addresses are unique across your lists to avoid double-counting. The sum of these separate list values should match your total fundraising results from that audience.