Dynamic/Conditional ask strings in Convio

MichaelAmoruso

Hi all,

Does anyone know of a way to create dynamic ask strings in Convio based on group membership? This is no problem in GetActive - you can create conditional ask strings based on any number of criteria, including group memberhsip. I've clumsily replicated this feature in Convio by insterting conditional links into appeals, and having each link point to a different page with a different ask string. It works, but it's not ideal. Am I missing something here?

Thanks!

Michael

By ask string, you mean the radio button amounts? No, in Convio, the dynamic ask string is a function of previous gifts. There is a number of different numbers you can use:

First Transaction Amount

Last Transaction Amount

Largest Transaction Amount

Previous Year Total Amount

Year-to-Date Total Amount

Lifetime Amount

Then, you can pad the amount, etc -- this is in the Donation Level configuration, just click on the appropriate radio to open the options.

Group memberships are not part of this dynamic calculation.

However, you can configure donation levels based on Security Category. So, if you assign special Security Categories to your groups, then do some selective fiddling and testing, you should be able to make your donation page show specific and customized (even dynamic as described above) donation levels based on Group Membership. Of course, all of this is totally dependent upon your members being logged in, Convio won't know what group they are in if they're not logged in of course, but that was true in GA too.

Molly Brooksbank

Michael :

By ask string, you mean the radio button amounts? No, in Convio, the dynamic ask string is a function of previous gifts. There is a number of different numbers you can use:

First Transaction Amount

Last Transaction Amount

Largest Transaction Amount

Previous Year Total Amount

Year-to-Date Total Amount

Lifetime Amount

Then, you can pad the amount, etc -- this is in the Donation Level configuration, just click on the appropriate radio to open the options.

Group memberships are not part of this dynamic calculation.

However, you can configure donation levels based on Security Category. So, if you assign special Security Categories to your groups, then do some selective fiddling and testing, you should be able to make your donation page show specific and customized (even dynamic as described above) donation levels based on Group Membership. Of course, all of this is totally dependent upon your members being logged in, Convio won't know what group they are in if they're not logged in of course, but that was true in GA too.

Hi Michael,

That's correct. You can also use summary giving data (Higest Previous Contribution, Most Recent Contribution, etc.) from your offline database if it's synced or uploaded, as well as custom monetary fields. If they don't appear in the drop down when you're setting up a donation level, you can request to have it added.

Cheers!

Molly

MichaelAmoruso

Molly Brooksbank:

Hi Michael,

That's correct. You can also use summary giving data (Higest Previous Contribution, Most Recent Contribution, etc.) from your offline database if it's synced or uploaded, as well as custom monetary fields. If they don't appear in the drop down when you're setting up a donation level, you can request to have it added.

Cheers!

Molly

Where is this summary data located in the donation form setup? We have HPC data, and currently we're using HPC groups with conditional content in messages to point to different donation pages, which isn't the most elegant solution.

Andy G.

if you have access to the HTML content of the page (i.e. using page builder) there is S45 coditional to show/hide HTML contents base on group membership. here is the code

]x::xTRUEx::

show HTML content

::]]

replace "groupID" with the group ID, then all constituents who are already login and a member of that group would be able to see the contents (i.e. the radio buttons, donationl levels, etc), otherwise the content will be hidden. hope it helps!

Andy

MichaelAmoruso

Andy G.:

if you have access to the HTML content of the page (i.e. using page builder) there is S45 coditional to show/hide HTML contents base on group membership. here is the code

]x::xTRUEx::

show HTML content

::]]

replace "groupID" with the group ID, then all constituents who are already login and a member of that group would be able to see the contents (i.e. the radio buttons, donationl levels, etc), otherwise the content will be hidden. hope it helps!

Andy

Intriguing. But how can you view a donation page in PageBuilder? I wasn't aware that this is possible.

Andy G.

MichaelAmoruso :

Intriguing. But how can you view a donation page in PageBuilder? I wasn't aware that this is possible.

you can put link to donation form in pagebuilder. the code would be like this:

x::xTRUEx::

::]]

so when a constituent logs in, and a member of group ID 456, in this page he/she will only see Link 2, everything else would be hidden. you can combine this with Promotion Code to make the links unique, and still using 1 donation form.

Andy